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SAN DIEGO
Family Office &
Investors Summit 2025
SAN DIEGO - CALIFORNIA - USA
October 8th & 9th 2025
Register
8:15 am to 8:30 am
Coffee break
8:30 am to 9:00 am
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Welcome
9:00 am to 9:10 am
Black Bull Room 1
Master Presentation
9:10 am to 10:00 am
Black Bull Room 1
Elevator Pitch - Exhibition of investment projects and various solutions
10:05 am to 10:53 am
Black Bull Room 1
Break
10:55 am to 11:15 am
FROM LOANS TO LIQUIDITY:
The Role of Private Credit in Modern Family Office Portfolios
11:15 am to 12:00 pm
Black Bull Room 1
NEXT-LEVEL FAMILY GOVERNANCE:
Modern Frameworks for Coherent Decision-Making
11:15 am to 12:00 pm
Black Bull Room 2
INTERNATIONAL ASSET ARCHITECTURE:
Legal and Tax Frameworks That Protect and Prosper
11:15 am to 12:00 pm
Black Bull Room 3
Break
12:00 pm to 12:20 pm
Business 1-1 meetings
12:20 pm to 13:20 pm
Black Bull Room 1 & 2
Buffet food
13:20 pm to 14:40 pm
Restaurant
SUCCESSION AND LEGACY PLANNING:
Balancing Family Dynamics, Business Needs, and Global Complexity
14:40 pm to 15:25 pm
Black Bull Room 1
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BEYOND BORDERS:
Global Real Estate Opportunities for Family Offices and Private Investors
14:40 pm to 15:25 pm
Black Bull Room 2
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ADAPTIVE WEALTH:
Diversification Strategies for Today’s Complex Markets
14:40 pm to 15:25 pm
Black Bull Room 3
Break
15:25 pm to 15:45 pm
Business 1-1 meetings
15:45 pm to 16:25 pm
Black Bull Room 1 & 2
Break
16:25 pm to 16:45 pm
PE VS VC: TWO PATHS TO GROW PRIVATE WEALTH:
Understanding the Differences, Risks, and Opportunities for Family Offices
16:45 pm to 17:30 pm
Black Bull Room 1
DIGITAL WEALTH:
How Family Offices Are Navigating Blockchain, Crypto, and Tokenized Assets
16:45 pm to 17:30 pm
Black Bull Room 2
BEYOND THE BOARDROOM:
Corporate Governance as the Foundation for Long-Term Growth
16:45 pm to 17:30 pm
Black Bull Room 3
WELCOME COCKTAIL
17:30 pm to 19:00 pm
Bar
