Conference Sponsors

Industry Partners

The Family Wealth Alliance

Family Office Exchange

Tiger 21

Agenda - Day One

Monday, June 8, 2009 Conference Day One

Download the Family Office Brochure for Full Session Details

9:00AM - 12:00PM - Choose One Interactive Executive Master Class

Interactive Executive Masterclass

FAMILY OFFICE FROM A to Z:
Structuring and Streamlining the Most Effective Family Organization


Rhona Vogel, President & Founder, VOGEL CONSULTING
John Benevides, President, FAMILY OFFICE EXCHANGE

Rich Morris, Fel-Pro Family


Enhancing the Organization for More Informed Decisions

1:00 Opening Remarks: Main Day Chairperson
Robert Francais, CEO, ASPIRANT (MFO)
1:15 

Collaboration in Family Wealth: Sustaining Growth in This New World Order

Moderated by:
Thomas R. Livergood, CEO, THE FAMILY WEALTH ALLIANCE

Panelists:
Christine K. Galloway, CEO, OKABENA COMPANY
Edward M. Lazar, President, THRESHOLD GROUP

2:00

Asset Protection: Preserving Your Wealth for Generations to Come Through Innovative Structuring Strategies.

Thomas J. Handler, J.D., P.C, Partner, HANDLER THAYER & DUGGAN

3:00 

Networking Refreshment Break
Make New Connections and Build on Existing Relationships

Our new venue provides the perfect accomodation for effortless conversation. Refreshments will be provided

BRIDGING THE GAP THROUGH KEY TRANSITIONS

3:30 

Empowering the Next Generation and Enriching the Family Legacy Through Impactful Philanthropy

Moderator:
Bruce Boyd, Principal and Managing Director, ARABELLA PHILANTRHOPIC INVESTMENT ADVISORS

Speakers:

The Galvin Family, Founders of Motorola
Chris Galvin, Former CEO, MOTOROLA
The Lender Family, Founders of Lenders Bagels
Marvin Lender, LENDER FAMILY MANAGEMENT (Patriarch family member)
Keith Lender, LENDER FAMILY MANAGEMENT (G2 family member)

Jeff Lauterbach, Independent Avdisor to Ultra High Net Worth Family

Dr. Giampaolo Parigi, Parigi Family Office

4:30 

Pinpointing Future Opportunities for Multi-Family Offices: Paving the Road for An Evolving Business Model

Rob Francais, COO, ASPIRIANT (MFO)
Rick Pitcairn, Chief Investment Officer and 4th Generation Family Member, PITCAIRN (MFO)
Maria Elena Lagomasino, Chief Executive Officer, GENSPRING FAMILY OFFICES, (MFO)

5:45Welcoming Cocktail Reception

Champagne Roundtables and Welcome Reception

Begin the evening engaged in stimulating discussions with speakers and fellow attendees over a glass of champagne. Each roundtable will be led by a conference speaker or respected industry figure, and you will choose which discussion you wish to join.

Followed By: Evening Entertainment with Live Music by Suenalo, Creators of "GOGO" (Guitars over Guns Operation)

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