Start the day off right with a private breakfast among other family members and family office professionals. This is your opportunity to meet with your peers in a relaxed, informal, and private environment.

Space is extremely limited. Please RSVP to Kevin.brennan@aero.bombardier.com, with “Family Office Forum Closed-Door Breakfast” in the subject line.

ASSET PROTECTION AND WEALTH TRANSFER STRATEGIES AND SOLUTIONS

*FOR LEGAL, ACCOUNTING, AND TAX PROFESSIONALS*

Asset protection is a key component of managing risk within a family office structure. In this workshop, you’ll hear methods for shielding and protecting family assets.

• Methods for coordinating disparate legal counsel, including corporate, securities, real estate, and divorce to create a comprehensive wealth protection plan
• Updates to the laws governing the use of FLPs (Family Limited Partnerships) and FLLCs (Family Limited Liability Companies)
• Structuring GRATs to maximize results, and locking in GRAT benefits
• Traditional domestic estate planning strategies, including installment sales, private annuities, 529 Elections, and Crummy Trusts
• Cross-border estate planning for US resident family members, Non-US family’s ownership of US investments, and US investments overseas grantor trusts
• Special planning for “Stealth” pre-nuptial agreements

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

Robert Colvin, ROBERT D. COLVIN & ASSOCIATES

MANAGING YOUR ROLE AS THE FAMILY OFFICE PROFESSIONAL

*FOR FAMILY OFFICE EXECUTIVES AND ADMINISTRATORS*

• Methods for assessing your own relationship with the family, and ensuring your career goals dovetail with your current position
• Developing a succession strategy for family office executives to ensure the family will be served through future generations
• Identifying your family office’s core strengths, to acknowledging areas in which outside consultants and vendors can add value
• Strategies for conducting due diligence to ascertain the right outsourced services and providers to meet your family’s needs
• Tactics for ensuring 24/7 services and creating redundancy plans
• Methods for working with children to set ground rules for utilizing services

Rhona Vogel, Founder, VOGEL CONSULTING

Dale Veitch, Founding Member, LEXINGTON FAMILY OFFICE SERVICES (MFO)

Fredda Herz Brown, Principal, RELATIVE SOLUTIONS

Sam Davis III, Principal, RELATIVE SOLUTIONS

CHALLENGES AND ISSUES FOR WEALTHY FAMILIES 

SUSTAINING THE FAMILY LEGACY THROUGH STRONG LEADERSHIP

*Closed-Door Sessions For Family Members and Single Family Office Executives Only*

CHALLENGES AND ISSUES FOR WEALTHY FAMILIES 

In this session, our Advisory Board will present the top trends, issues, and concerns they’ve encountered over the past year, including a list of the top 10 “Do’s and Don’ts” for family offices.

The room will then be closed to all but family members and family office executives, where they will be given an opportunity to discuss their biggest challenges, opportunities, and issues.

To provide the most conducive atmosphere for sharing information, only family members or family office executives will be allowed to attend this session.

Each attendee will be required to submit a letter on your family office’s letterhead indicating your role as a family member or executive for the family office.

Leader: Robert Bernstein, PRISM GLOBAL ADVISORS

Tom Livergood, CEO, FAMILY WEALTH ALLIANCE

SUSTAINING THE FAMILY LEGACY THROUGH STRONG LEADERSHIP

For many families, identifying and nurturing strong leaders is the most important thing they can do to ensure the families goals, objectives and legacy are carried through each successive generation. In this session, you'll hear family members spanning multiple generations discuss the ideas, tools, concerns and strategies they've worked through to help recognize and shape their family's leaders.

Andrew Keyt, Executive Director, Family Business Center, LOYOLA UNIVERSITY CHICAGO

Fran Lotery, Principal, RELATIVE SOLUTIONS

Daniel Thiem, Vice President-Family Office, ROYAL MANAGEMENT CORP.

• Defining activism as it relates to investments
• Criteria for identifying the various types of activist shareholders
• Deconstructing the differences between Anglo-Saxon and European worlds across
• legal and cultural distinctions
• role of family shareholders
• portfolio construction
• time horizons
• potential returns to investors
• trends in future developments

Henry Blackie, Chairman, ARLINGTON CAPITAL INVESTORS LTD.

• Questions to ask to assess your flying needs, including aircraft type, time constraints, passenger loads, and frequency
• Costs, including maintenance, management, and fuel
• Managing your family’s safety and security issues
• Assessing the capital costs and tax issues of owning vs. leasing or time sharing
• Providing hands-on care for children, pets and special needs passengers
• Managing your solution to save you time and offer more convenience

Rollie Vincent, Director, Strategy & Business Development, BOMBARDIER FLEXJET

Safeguarding personal assets and information fromoutsiders has become a routine process for all types of families. But for wealthy families with domestic staff, advisors, and partners who interact closely with the family, a comprehensive plan is required to ensure the family’s assets and private information is adequately protected.

• Conducting due diligence when hiring domestic help to minimize security risks
• Identifying the most effective physical and electronic security controls to restrict access to and protect sensitive information
• Auditing assets to ensure proper insurance coverage
• Managing security breaches and methods for working with law enforcement to handled a crisis

Structured products are tailored financial instruments that can be used as an alternative to traditional investments. In this session, you’ll hear how these solutions can be utilized by high net worth investors to manage volatility, reduce the risk exposure of a portfolio asset allocation, or take advantage of market trends. You’ll also hear case studies of how family offices have seamlessly integrated structured products into their overall asset allocation strategy.

Sean Maher, Executive Director, MORGAN STANLEY

For any family, the success and happiness of the next generation remains at the top of everyone’s list of priorities. In this session, you’ll hear a panel discussing the challenges faced by family members and family offices in educating and grooming the next generation for the managing the responsibilities of wealth.

You’ll also discuss the tools, programs, and strategies that are being used to help reconnect and educate the next generation, and help them carry on the family’s legacy with dignity and distinction for years to come.

Steve Braverman, Family Member and President, HARRIS MYCFO

Lee Hausner, Ph.D., President, IFF ADVISORS

BEST PRACTICES FOR WORKING WITH THE NEWLY AFFLUENT

Over the past few years, the newly wealthy have come froma wide variety of experiences and backgrounds. While the wealth could perhaps once be characterized as a homogenous group, it’s clear that the new generation of families and family offices have a variety of backgrounds, life experiences, and values.

In this session, you’ll hear about these new groups of wealthy families, and hear insights on how to best service them and their needs.

Brenda B. Sallstrom, CIO and Managing Director, CHERRY TREE FAMILY OFFICE (MFO)

Dale E. Veitch, Founding Member, LEXINGTON FAMILY OFFICE SERVICES (MFO)

One of the growing trends among HNW individuals and family offices has been the integration of private placement life insurance and private placement variable annuities, which allow investors to participate in various alternative investment classes, while wrapping their investments in tax-advantaged life insurance and annuity structures.

Leslie Giordani, Partner, GIORDANI, SCHURIG, BECKETT & TACKETT

Robert Chesner, GIORDANI, SCHURIG, BECKETT & TACKETT

FAMILY MEMBER TBA

For global family offices, managing wealth can be a daunting affair, given the complexities related to taxation, asset protection strategies, and risk in foreign jurisdictions. In this session, you’ll hear insight into the concepts used by global families of means, and strategies for applying them to today’s family offices. You’ll also hear methods for handling multi-nationality families, and tools for managing the complexities of setting up and utilizing offshore family.

Roman Inochovsky, Ph.D., M.B.A, LEXINGTON FAMILY OFFICE SERVICES (MFO)

Lisa Gray, Managing Member, GRAYMATTER STRATEGIES LLC

Multi-family offices benefit from economies of scale, but is your MFO really generating as much profit as it could?

In this session, you’ll hear how to re-evaluate your model, and discuss new pricing strategies and fee models that your clients can easily understand and manage.

You’ll also hear how to properly market your firmto existing SFOs, families currently working with other service providers, and to high net worth individuals who have not yet set up an office.

Mark F. Polzin, President, RANCH FIDUCIARY CORPORATION, and former President of the MORELAND FAMILY OFFICE

Patricia Angus, Principal, SHELTERWOOD FINANCIAL SERVICES LLC (MFO)

Despite volatility in the public markets, returns fromprivate equity deals continue to climb higher and higher. In this session, you’ll hear investment managers and family office executives discuss:

• Strategies for choosing the right types of deals (venture, early-stage, buyout, distressed, etc.)
• Methods for structuring private equity to maximize tax benefits
• Strategies for utilizing secondaries to gain access to previously closed deals
• Methods for evaluating the market for cross-border private equity deals

Rhona Vogel, Founder, VOGEL CONSULTING GROUP

Carol Pepper, CEO & Founder, PEPPER INTERNATIONAL

• Understanding the growing need for identifying and defining the family legacy
• Exploring the options for creating and preserving family histories and biographies
• Methods for working with production companies to conduct research and capture information from family members that truly communicates the values of the family
• Best practices for utilizing legacy material to connect older and younger generations

Iris Wagner, Founder, MEMOIRS PRODUCTIONS

Join your fellow conference participants for cocktails and conversation at the Champagne Roundtables and Cocktail Hour. This is your opportunity to discuss the issues that keep you up at night with other family members, family office executives and advisors.

Additionally, representatives fromvarious providers will be on hand to facilitate discussions covering investment techniques, family dynamics and other concerns that often arise when running a family office. While the roundtable leaders will facilitate the discussion, this is your opportunity to share your challenges, strategies and solutions with your peers.

Plus, all participants in attendance will receive a complimentary copy of Richistan: A Journey Through the American Wealth Boom and the Lives of the New Rich, written by Family Office Forum keynote speaker Robert Frank.

• Gaps, Goofs and Inadequacies; For Profit and Not-for-Profit Boards…What You Need to Know BeforeYou Serve (Leader: Pamela Radsch, HUB INTERNATIONAL)
• Managing Investment Volatility and Risk Through Structured Products (Leader: MORGAN STANLEY)
• Across the Atlantic- Investment opportunities in European Family-Controlled Companies in Transition (Leader: Stephen Chance, ARLINGTON CAPITAL INVESTORS LTD.)
• Utilizing Transition Management Solutions and Optimizing Returns for Families Making Adjustments to Portfolio Construction (Leader: Marty Sullivan, STATE STREET CORP.)
• BARCLAYS CAPITAL
• SPRUCE PRIVATE INVESTORS
• DEUTSCHE ASSET MANAGEMENT