How to derive maximum benefit from the NEW Family Office Forum

Our research has shown that families facing particular circumstances will derive particular value from the NEW Family Office forum program for 2010:

• Families who have recently sold a business and are managing the challenges of younger family members who are first asked to help make decisions about a family’s portfolio and future plans
• Families striving to maintain prosperity and a flourishing family beyond the current and on to 2nd, 3rd and 4th generations
• Families contemplating or who have recently experienced a significant liquidity event, whether through the sale of a company, inheritance, or other major wealth transition
• Families looking for new ways to engage family members often dispersed geographically as well as across generations in more productive dialogue about the challenges and opportunities of wealth

We also recommend that to gain maximum benefit families attend as a group; husband, wife, children grand-children and cousins so that all benefit from the unique learning opportunities and can develop a common vision for future plans and discussion.