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Our Partners
300+
Industry Experts
Private Office 2025
An Exclusive Gathering of Top Advisors
Private Office offers an exclusive environment where top advisors come together to learn, network, and exchange ideas on the most important topics in our industry. This invite-only event welcomes and celebrates new inductees, features thought-provoking guest speakers, and provides valuable opportunities to connect with fellow experts. Please note, attendance is limited to Private Office advisors.
Network with world-class experts
Welcome new members
Hear from knowedgable guest speakers
Stuart Siegel is the President & CEO of Engel & Völkers Americas. He leads Engel & Völkers Americas’ strategic direction, positioning, growth, and overall brand performance ... (Read More)
Stuart Siegel
President & CEO, Engel & Völkers Americas
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A serial entrepreneur, Diana had launched and sold millions of dollars worth of products and services by her early thirties. Today, she is an innovation consultant, keynote speaker, and bestselling author.
Diana Kander
Author &
Entrepreneur
Katelyn Castellano is the Chief Marketing & Performance Officer of Engel & Völkers Americas. She oversees advertising, PR, social media, content creation, strategic partnerships, and ... (Read More)
Katelyn Castellano
CMPO, Engel & Völkers Americas
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Jesse Israel is a 5X Audible worldwide bestseller, a renowned keynote speaker and a visionary entrepreneur known for founding The Big Quiet movement and leading some of the largest meditations on earth.
Jesse Israel
Human Performance and Wellbeing Expert
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Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
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Welcome Reception: Kickoff & Connection
5:00PM to 7:00PM
Start the Leadership Exchange experience with a relaxed welcome reception at a Napa vineyard. Enjoy local wine, entertainment, and meaningful connections with peers from across the network. It’s the perfect way to set the tone for two days of learning, collaboration, and inspiration.
Tuesday, Sep 15
We begin with a high-impact general session covering today’s top trends in recruiting, retention, and market positioning—all focussed on driving meaningful business results. Expect sharp insights, a dynamic crisis panel, and practical tools to refine your leadership approach.
In the afternoon, shop-size breakouts offer a collaborative space to tackle real-world business challenges with fellow leaders. We wrap up the day with a general session recap and a memorable dinner inside a cave.
8:00AM to 9:00PM
Day 1: Strategy, Trends & Connection
Wednesday, Sep 16
Day two is focused on implementation. From succession planning and mergers & acquisitions to maximizing brokerage tools and coaching approaches, this is where vision meets action.
Breakout sessions give you hands-on time with your P&L, leadership strategies, and market specialization tools. A closing town hall will spotlight the top takeaways, followed by one final evening to celebrate progress and potential.
8:00AM to 9:00PM
Day 2: Planning for Growth & Long-Term Success
Testimonials
What attendees are saying about this conference
Discover valuable insights from past attendees. Hear their experiences, success stories, and how this conference made a difference in their journey.
Great networking opportunities
The conference provided excellent networking opportunities with industry leaders. The discussions were insightful, and the strategies shared are definitely applicable to real-world business growth.
Paul Benson
Park City, UT
Amazing Connections
I gained valuable insights into innovative business solutions. The sessions were engaging, and the speakers shared actionable tips that I can immediately implement in my company to drive growth.
Andrew Carros
Vancouver, BC, CA
Our Partners
Travel
An Insider's Guide: Napa, California
We’re pleased to host this year’s Leadership Exchange at the Meritage Resort
in Napa, California. Located in the heart of Northern California’s wine country, Napa is renowned for its breathtaking landscapes, award-winning wineries, and world-class hospitality. For everything you need to know—from top tasting rooms to local favorites—explore our guide
The Destination: Albufeira, Portugal
We’re pleased to host this year’s Private Office at the EPIC SANA Algarve Hotel in Albufeira, Portugal. Albufeira, located in Portugal’s stunning Algarve region, is known for its golden beaches, dramatic cliffs, and charming old town filled with cobbled streets and whitewashed buildings. Once a quiet fishing village, it’s now a vibrant destination that blends coastal beauty with rich history and modern amenities—making it the perfect place to discuss the future of our iconc brand.
An Insider's Guide: Napa, California
We’re pleased to host this year’s Leadership Exchange at the Meritage Resort
in Napa, California. Located in the heart of Northern California’s wine country, Napa is renowned for its breathtaking landscapes, award-winning wineries, and world-class hospitality. For everything you need to know—from top tasting rooms to local favorites—explore our guide
Where to Stay
EPIC SANA Algarve Hotel
Located between Vilamoura and Albufeira, the EPIC SANA Algarve offers luxury accommodation in a fabulous landscaped pine forest, with direct access to the Falésia beach.
More information to come. Please note, the room block is only available to Private Office advisors and their guests.
Transportation
The Meritage Resort and Spa is located at 875 Bordeaux Way, Napa, CA 94558. It is 60 miles from Sacramento International Airport, 55 miles from San Francisco International Airport, 47 miles from Oakland Airport, 40 miles from Sonoma County Airport, and 4 miles from Napa County Airport.
Both self-parking and valet parking options are available. Self-parking is $15 per night and valet parking is $25 per night. Electric vehicle (EV) charging stations are located on-site. A ChargePoint card is needed for payment and Teslas require an adapter.
How to Get There
What to Wear
Lookbook
Take a sneak peek into the excitement with our exclusive lookbook, filled with outfit inspirations for every moment of Private Office. From dinner at the beach to days packed with learning and networking, bring your own comfort and style to Portugal.
Lookbook coming soon.