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Welcome to Family Office
 Access to expert advice for an exceptional learning opportunity  Ample opportunity to share experiences with other family members  A confidential, exclusive and solicitation-free environment |
Thank You For Attending Over 50 leading family members and executives gathered at the New Family Office Forum this June to meet with their peers and benefit from the valuable and timely advice delivered by what has been recognized as "one of the strongest line ups Family Office leaders in recent times." Keynote speakers Stuart Lucas, Chairman, WEALTH STRATEGIST PARTNERS LLC, Author of “Wealth: Grow It, Protect It, Spend It, and Share It,” Charles W. Collier, Senior Philanthropic Adviser, HARVARD UNIVERSITY, Mark W. Yusko, Chief Executive Officer & Chief Investment Officer, MORGAN CREEK CAPITAL MANAGEMENT, LLC and Laird Koldyke, Chairman of the Board of Directors, LAIRD NORTON COMPANY, shared their unique insights, giving families a wealth unrivaled advice on multi-generation planning, legacy creation as well as a timely and expert outlook on global investment opportunities. Families appreciated the new exclusive environment at the New Family Office Forum and made particularly good use of special time set aside in “closed-door sessions’ to ask questions from the Keynote Speakers while at the same time as sharing their own experiences with their peer group at the event. Roundtable discussions hosted by leading practitioners gave attendees the opportunity for one-on-one counsel on critical subjects including: Preparing For A Decade Or More Of Sub-Par Equity Returns, Reducing Fraud And Other Risks Through Effective Internal Controls, Q&A On Estate Planning In Relation To Tax, Asset Protection, Cross-Border And Premarital Planning Issues and Avoid Overpaying On Your Life Insurance Products. In order to protect the privacy of the families who attended the event no names shall be released, however the following feedback was typical of the feedback we received from Forum participants regarding their experiences at the event: I thought the Forum was fantastic and thoroughly enjoyed … it … Everyone thought you did an extraordinary job and that the content and speakers were excellent. Everyone wants to see the Forum succeed and to see it grow to 200 attendees! |