Benefits of Attending the Family Office Forum

• Broaden your knowledge by attending more than 30 sessions led by 60+ speakers
• Deepen relationships with other family offices by taking advantage of more than 10 hours of networking time, including receptions, breaks, and special events
• Get personalized information at the small-group Champagne roundtable cocktail hour for family office executives and family members
• Hear real-world applications of strategies and tactics presented by the family members or family office executives themselves
• Increase your value to the family by attending sessions led by both investment professionals and human capital experts

Weather turbulent financial markets

• Hear how two family members, Steve Braverman and Russell Deakin, conduct due diligence on manager selection, asset allocation strategies and methods for reallocating portfolios to withstand market turmoil
• Laird Koldyke, Chairman of Laird Norton, will provide his family's story detailing the creation of his family's office and the rationale behind its investment strategies

Improve your family's messaging and media strategies

• Robert Frank, Senior Special Writer with The Wall Street Journal, and author of the bestselling book Richistan, will discuss how America's wealthy are perceived by the media and public at large in an interactive Q&A session. Later, you'll learn how to more effectively work with the press to ensure you're family is properly represented in the media by taking part in our
• Media and Messaging Training Sessions.  In these sessions, you'll hear the ins and outs of how news is gathered, reported and written. You'll also learn how to control your messaging, get quoted in articles, and manage unsolicited inquiries, presented by former journalists turned media trainers.

Benchmark the effectiveness of your charitable efforts

• Robert Bernstein of Prism Global Advisors will lead a discussion on identifying and using the proper metrics to ascertain the true effectiveness of philanthropic programs. Then, take part in our Family Office Forum Texas Hold'em Charity Poker Tournament, with all event proceeds donated to the "Off the Streets" charitable foundation.
• We've invited renowned philanthropist William Milliken to provide a first-hand account of how philanthropy can truly change the lives of many while simultaneously enriching the lives of those who donate their time, money and efforts.

Protect your family's legacy across generations

• Creating Family Mission Statements.  In this session, you'll hear from Mark Casella and Katie Kinsey of the family office Coppertree Ltd. discuss the creation, execution, and enforcement of family mission statements that help to define and guide the family's goals and objectives.
• Extending Your Family's Legacy By Creating Living Memoirs.  To ensure the family's values, mores and ideas are preserved forever, attend this session to learn how to interview, capture, and preserve each generation's ideas and values through an electronic preservation package.