Sponsoring Organizations


Angelo, Gordon & Co., founded in 1988, is a privately-held registered investment advisor. The firm currently manages approximately $23 billion in alternative investments. We seek to generate absolute returns with low volatility by exploiting inefficiencies in credit, real estate and private equity markets in a risk averse manner.

We have expertise in a broad range of absolute return strategies for both high net worth and institutional investors. Our dedicated portfolio teams have enabled us to deliver consistent, positive returns in all market environments.


Founded in 2005, Barclays Capital Fund Solutions (BCFS) is a leading investment management specialist within Barclays Capital, dedicated to the development and management of tactical asset allocation strategies and customized solutions for institutional clients globally. In the U.S., BCFS-Americas is an institutional asset management business unit within Barclays Capital Inc., a registered investment adviser. Founded in 2009, BCFS-Americas provides investment advisory services to U.S. clients through separate accounts and commingled funds in a variety of cross-asset strategies.


Baron Capital Management, Inc. was founded by Ron Baron in 1984. We are a research driven, long-term equity growth investment firm. We invest globally using a value-oriented purchase discipline, in businesses with substantial competitive advantages and strong, visionary management teams. This drives every investment decision, one stock at a time. We think about the companies we invest in as owners.


DJM Capital Partners, Inc. is a sponsor of private/institutional equity investment in commercial real estate since 1991. DJM currently manages a California based investment portfolio of retail, office and residential property exceeding $1 billion. DJM focuses on re-positioning opportunities in development-constrained sub-markets located in the San Francisco Bay Area and Southern California.


FAMCO is an institutional asset management firm that specializes in managing MLPs. We have a dedicated, experienced team that has been through five MLP market cycles since 1995. We also offer Thematic US Equity and Fixed Income with an emphasis on LDI. Our founding partners have a corporate pension plan background, and our investment approach is risk-controlled, incorporating a top-down view. FAMCO is owned by Piper Jaffray Investment Management, Inc. and is based in St Louis, Missouri.


HUB International provides a broad array of property and casualty insurance, reinsurance, life and health insurance, employee benefits, investment and risk management products and services. More than that, HUB offers actionable advice that high-net-worth individuals, family offices and wealth advisors need to effectively manage the unique risk profile associated with the substantial assets of accumulated wealth.

For more information, visit www.hubfamilyoffice.com.


Old Mutual Asset Management (OMAM) is a global multi-boutique investment organization, managing and growing a diverse portfolio of asset managers that serve institutional and individual investors around the world. OMAM offers access to over 160 investment strategies through OMAM's 18 affiliated investment firms whose combined assets under management was $259 billion as of December 31, 2010.


Sierra manages both private accounts (minimum $2 million per household) and since December 2007 the Sierra Core Retirement Fund. The portfolio managers have managed separate accounts for over 23years and currently manage over $1.2 billion, in a conservative, highly-diversified, low-volatility style with exceptional results.

Please visit SierraInvestment.com or SierraCoreFund.com or contact Sierra at 310-452-1887 or 800-729-1467.


Société Générale Corporate & Investment Banking ("SG CIB") is a division of Société Générale, one of the world’s largest banks with USD 493 billion assets under management (as of 12/31/2009) and offices in over 82 countries across Europe, the Americas and Asia. SG Americas Securities, LLC is a wholly-owned subsidiary of Société Générale. Société Générale is headquartered in Paris and rated A+ and Aa2 by Standard & Poor’s and Moody’s Investor Services, respectively.

SG CIB’s Global Markets Division has been active in the U.S. since the early 1990s. The newly-created Cross-Asset Solutions Group ("SOL"), part of the Global Markets Division of SG CIB, is an integrated multi-asset market solutions provider. SOL offers customized solutions to a wide variety of clients, based on a comprehensive range of underlyings (equities, commodities, interest rates, currencies, credit, hidden assets, hedge funds, mutual funds, and multi-asset/hybrid products).


The World Gold Council is the market development organization for the gold industry. Working within the investment, jewellery and technology sectors, as well as engaging in government affairs, our purpose is to provide industry leadership, whilst stimulating and sustaining demand for gold.

Exhibiting Organizations

Archway Technology is focused on being the premier Family Office enterprise technology provider. Our flagship platform, ATWeb, is a completely integrated, web-deployed software solution that supports Portfolio Management, Full G/L, Trust and Partnership Accounting, Billing, Check Writing, Budgeting and Forecasting, Cash Management, Secure Family Login and Document Management — all on a single platform.

With configurable summary dashboards and standard reporting, you gain instant visibility to the overall performance of the enterprise, each company and each family member at the click of a button. In addition to any investment vehicle, ATWeb cleanly manages family assets such as houses, art and other personal assets providing your true net worth statement and exposure reports.

These unique and tightly integrated capabilities position Archway as being the leading provider to Family Offices and Multi-Family Offices.


Fidelity Family Office Services provides custody, brokerage, and investment services, supported by reporting and administrative capabilities, to family offices.

We currently provide services to more than 125 family office clients representing over $20 billion in assets under administration as of March 31, 2011.

Fidelity Family Office Services is a division of Fidelity Brokerage Services LLC, Member NYSE, SIPC 525089.4.0


The World Gold Council is the market development organization for the gold industry. Working within the investment, jewellery and technology sectors, as well as engaging in government affairs, our purpose is to provide industry leadership, whilst stimulating and sustaining demand for gold.

Supporting Organizations

Family Wealth Report provides essential business intelligence on all the important developments relating to wealth management, family offices, and the HNW/UHNW sectors in North America. FWR provides insightful news and information daily, with coverage including the personnel changes, industry events and analysis of current strategy in the wealth management market.

2010 Audience Demographics

  • 101 family office executives and wealthy family members attended
  • More than 30% of the audience members represented a net worth of $1 billion or more identified by the Forbes 400 list of the nation's wealthiest individuals
  • The average net worth for audience members exceeded $200 million in liquid assets
  • More than half the audience represented liquid assets of $500 million or more
  • Over 40% of the audience were family members, most of them serving as executives in their family offices
  • More than 90% of the audience represented single family offices or family interests
  • 62% of the audience come from the Southwest (includes California), 8% from the Northeast, 9% from the Southeast, 6% from the Northwest, from the 13% Midwest and 2% International
  • Almost 100% of the audience and sponsors rated the conference as one of the best they have ever attended.

The Family Office Wealth Conference is designed to be highly interactive, providing numerous networking opportunities to help you build relationships and learn what key prospects are thinking about the issues of the most concern and interest to you.