The 7th Annual Family Office Symposium

Some New & Exciting Topics to be Covered This Year:
-How the gurus and the giants always manage to find gems in down markets
-Surviving the flood into distressed investments and getting the returns you expect
-New frontiers in risk management: prepa...

Some New & Exciting Topics to be Covered This Year:
-How the gurus and the giants always manage to find gems in down markets
-Surviving the flood into distressed investments and getting the returns you expect
-New frontiers in risk management: preparing for the new threats of home invasion and internet security breaches
-Promising investment possibilities in life insurance settlements
-Inside the world of art collecting: what does it take to succeed in today’s market?
-Microfinance opportunities: small loans, big profits
-Should your MFO be a bank or trust company?
-The latest on the geopolitical front: how should your family prepare?
-Succession planning for the family office
-How can you successfully market your MFO services?
-Conserving your family’s history and promoting its culture through memoirs
-What’s the right philanthropic solution for your family?
-Successfully moving from a single family office to a multi-family office
-Developing your family’s Mission Statement
-M&A opportunities and capital raising strategies for family offices
-Performance expectations for your investments as debt becomes more expensive

» more

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