Following the 2012 U.S. elections, it will be important for families to prepare for the possible reshaping of the regulatory and investment landscape. This conference will provide strategies for a more efficient family office as well as networking opportunities with industry experts and peers.
The 2013 National Family Office Forum will focus on the current trends of operating and investing as a single and multi family office, including:
- Defining the steps to building a single and multi family office, and understanding the objectives and obstacles for each
- Assessing the benefits of utilizing a family office structure for your family and business
- Examining and managing family dynamics, conflict resolution and succession planning
- Building the most optimal governance structure to fit your family office's need
This conference will give attendees key insight to:
- Appropriately choosing an investment manager for your office
- Identifying and mitigating potential risk factors
- Determining how sustainability may impact family offices' long-term strategy and investment methods
- Analyzing and finding solutions to SEC regulatory constraints and initiatives
- Exploring and analyzing emerging markets
Check back for more information on Special Networking Sessions.
National Family Office Forum Interviews
Comments from attendees of the 2012 National Family Office Forum in Beverly Hills:
"Continue to Educate! I didn't want to leave my seat"
- Carolyn Kling, Kling Partners
"It was a very good conference, especially since all back office issues were covered"
- Moran Bar-Kochva, Tiberius Family Office
"Highly impressed with the outstanding program: The collection of talent and wealth present in this room is unsurpassable"
- John Resnick, Resnick & Associates and Commentator for the Legends of Success Radio Show
"This inaugural family office conference was a great success. I so enjoyed being such a visible part of it and I thank you immensely for utilizing me so strategically well."
- Lisa Gray, Graymatter Strategies
For more information or to register, please contact the World Research Group toll free by phone at (800) 647-7600 or via e-mail at info@worldrg.com.
