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This year at the 2008 Family Office Forum

We've designed new results-oriented sessions featuring techniques and strategies you can apply to your own families, whether you're a family member, family office professional or outside advisor.

Latest News from Robert Frank’s The Wealth Report

Current list of participants

Job Title, Company

Principal, Shelterwood Financial Services LLC

Founder & Chief Executive Officer, Spruce Private Investors LLC

Senior Vice President, Valens Capital Management

Vice President, AIG American General

Managing Member, PRISM Global Advisors

Associate, BNP Paribas

Chairman, Arlington Capital Investors Ltd

Partner, Blackman Kallick

Director, Barclays Capital

Managing Principal, Handler Thayer & Duggan LLC

President, Harris MyCFO

Executive Vice President, Nease Lagana Eden & Cully

Owner, The Family Office

Director of Marketing & Client Relations, New Stream Capital

Marketing Director, CDK Group

Vice President, Spruce Private Investors LLC

President, Harris myCFO

Chief Executive Officer & Chairman, Coppertree Ltd

Managing Partner, Financial Controllers

Director, Millenium Global

CEO, Arlington Capital Investors Ltd

Director, Giordani, Schurig, Beckett & Tackett LLP

Managing Member, Cashel Private Wealth Partners LLC

Principal, Robert D Colvin & Associates

Director of Hedge Fund Strategies, ING Investment Management

Managing Partner, Curran Family Limited Partnership

Tax Advisor Single Family Office, Voyager

Principal, Relative Solutions

Family Office Executive, CRP

Media Trainer ,Cogan & McNabola

Manager, The Number

Family Strategic Advisor, Lexington Family Office Services LLC

Director CEO, Peggy & Peter Pressman Family Foundation

Chief Compliance Officer, RG Niederhoffer Capital Management

Director, Duchossois Industries Inc

Senior Writer, Wall Street Journal

Executive Director, CEHE Inc

Partner, Giordani, Schurig, Beckett & Tackett LLP

Chairman / Managing Dir, Frontenac Company

Managing Director, Harris myCFO

Vice President, Fischer & Company

Chairman, Ashbridge Investment Management

Private Client Advisor Senior Vice President, Wells Fargo Private Bank

Managing Director, J & W  Seligman

Partner, Handler Thayer & Duggan LLC

Partner & National Director, IFF Advisors

Founder, Relative Solutions

Associate, BNP Paribas

MBA, Lexington Family Office Services LLC

Chief Financial Officer, Andrews Distributing Company

Executive Director, AH Zeppa Family Foundation

President, Second City Inc

Vice President, Harris myCFO

Single Family Office, Voyager

Director of Sales and Marketing, Great Lakes Advisors Inc

Executive Director, Loyola University Chicago

President, Coppertree Ltd

Family Member, Laird Norton

Chief Information Officer, M & M Family Office

Director of Bus Dev & Investor Relations, Atalaya Capital Management LP

Chief Executive Officer, Family Wealth Alliance

Principal, Relative Solutions

Senior Vice President, Maymont Partners Inc

President & Founder, Mack International

Consultant, Great West Life

Executive Director, Morgan Stanley

President, Pinnacle Family Advisors

Senior Marketing Executive, SG Capital Management LLC

Investment Manager, The Fred Jones Companies Inc

Executive Assistant, Final Finish

Founder & Chairman, Communities in Schools Inc

Director, DWS Scudder Distributors

Managing Director, Crusader International Management

SVP, New Boston Fund Inc

Executive Director, Morgan Stanley

Family Office Manager, Porridge LLC

Director of Marketing, CDK Group

Vice President, Duchossois Industries Inc

President, Check

Managing Director, NYPPEX Private Markets

Vice President, Hub International Personal Insurance

Director & Head, Barclays Capital

Chief Investment Officer & Managing Director, Cherry Tree Companies LLC

Manager, Baskes Family Office

Controller, The Fred Jones Companies Inc

President & Chief Executive Officer, Final Finish

Senior Investment Consultant, Waterstreet Investment Consultants

CEO & Managing Principal, Slifka Asset Management LLC

Chief Executive Officer, Consulting Services Support Corp

Managing Partner, Financial Controllers

Relationship Manager, Pictet & Cie

Senior Associate, New Stream Capital

Managing Director, JGA Capital

Founder, Family Office Matters LLC

Vice President, Franklin Templeton Investments

Partner, Lexington Family Office Services LLC

Director, Bombardier Flexjet

Chief Executive Officer, Risk Control Strategies

Owner & President, Vogel Consulting Group SC

Relationship Manager, Harris myCFO

President & Founder, Memoirs Productions

Managing Director, Family Office Services

Managing Director, Quintessence Group Ltd

Senior Vice President, Hill & Knowlton

Managing Director/Senior Vice President, Rockefeller & Company Inc

Family Office Executive, Morris Family Office

Partner, SVB Capital

Vice President, Franklin Templeton Institutional

Owner, The Family Office

Unparalleled networking opportunities to help you
make lasting connections with family offices and advisors.

Archway Technology Partners Welcome Reception: Relax, meet new faces and reconnect with old friends at this welcome reception held immediately following the sessions on Wednesday, June 18,2008.

DWS Scudder Texas Hold’Em Charity Poker Tournament:  Test your card-playing skills in our Exclusive poker tournament taking place after the sessions on Wednesday, June 18. The $100 minimum donation/entry fee will be donated to the Off the Street charitable organization.

One-on-One Meetings: Sign up early at www.familyofficeforum.net to reserve time in our private room to meet with your peers, prospects, or clients.

Family Office-only Sessions: Designed to provide a truly off-the-record discussion, these sessions will only be open to family members and family office executives, each of whom will be required to provide verification that they are working solely on behalf of a specific family.

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