Welcome to the 16th Annual Family Office Forum

A completely redesigned event for a
radically different world.

The 2009 Family Office Forum was truly a remarkable event, attracting over 200 ultra high net worth families and family offices from across the country for three days of in depth discussion. Thank you for everyone who joined us at the forum for this interactive exchange of open dialogue on the critical issues facing families of extraordinary wealth.

An unprecedented number of Family Members and Family Offices convened at the Swissotel. Over 65% of attendees were family members or family offices

Thank you to all who made this success possible and we look forward to meeting again next June!

Highlights from This Year’s Forum: Bridging the Generational Gap

We were honored to be joined by a truly exceptional array of family members spanning generations:

• Bob Galvin, G2 Family Member, Former CEO of Motorola
• Chris Galvin, G3 Family Member, Former CEO of Motorola
• Giampaolo Parigi, member of the 600-year-old Parigi family legacy
• Chad Bernstein, G2 Family Member of the Prism Family Office
• Bob Bernstein, G1 Family Member of the Prism Family Office

High Impact Philanthropy:
Scott Okie, Chuck Hirsch and Steve Mariotti unveiled their innovative initiatives to solving the world’s greatest challenges

Predicting the Fate of the Credit Markets and Default Rates
Dr. Edward Altman, NYU School of Business and creator of the “Z-Score” - The most widely used indicator for predicting bankruptcy

FAMILY OFFICE FROM A to Z: Structuring and Streamlining the Most Effective Family Organization
With Rich Morris, of the Fel-Pro Family, Rhona Vogel, President & Founder of VOGEL CONSULTING and Sara Hamilton, President of the FAMILY OFFICE EXCHANG

NETWORKING: Our guests were treated to exceptional activities for the entire family:

Champagne Roundtable Discussions Guests began the evening engaged in stimulating discussions with speakers and fellow attendees over a glass of champagne.

Evening Entertainment, with live music by SUENALO, CREATORS OF “GOGO” (Guitars over Guns Operation)

We were treated to the great sounds of Suenalo, with band member and Family Office Forum speaker Chad Galvin.  Created in 2002, Suénalo is one of the hottest bands in South Florida and was recently honored in the Miami New Times.   

Closed-Door Family Breakfast: The Private Exchange - Exclusively for Families and Private Family Office Executives

Family Members and Family Offices began the day engaged in private conversation over a gourmet