Institute for International Research

Conference Chairperson's Opening Remarks

Kathy Wiseman, President, WORKING SYSTEMS

Benchmarking Your Family Office Business: Quantifying Your Shortcomings and Maximizing your Strengths

Robert W. Joel, Vice President, TIMUCUAN ASSET MANAGEMENT, INC.

Tom Livergood, President, THE FAMILY WEALTH ALLIANCE

Robert Casey, Sr. Managing Director of Research, THE FAMILY WEALTH ALLIANCE

One Size Does Not Fit All: Surveying the Technology Landscape to Create the Platform You Need

Tania Neild, CTO, INFOGRATE INC

Rhona Vogel, President, VOGEL CONSULTING

Annette Franqui, Partner, FORRESTAL CAPITAL

Technology Checklist: Logical Guidelines for Conducting a Needs Analysis Before Spending Another Dime

Ed Van Deman, CEO, FINANCIAL NAVIGATOR

Dale Veitch, Managing Member, LEXINGTON FAMILY OFFICE SERVICES

Robert Trinchet, Sr. VP for Information Technology, ASSET MANAGEMENT ADVISORS

"In the beginning there was the Family Business… The Birth of The Family Office: A Case Study

Mark J. Blumenthal, Partner, BLACKMAN KALLICK

Lunch for Conference Attendees

Family Office Human Capital Lay of the Land: Solving Today's Staffing Issues

Chuck Meek, President, EXECUTIVE LEADERSHIP RESOURCES, INC

Filling in the Staffing Holes : Outsourcing Strategies for Job Functions

Linda C. Mack, President, MACK INTERNATIONAL, LLC

Carol Pepper, President, PEPPER INTERNATIONAL

3:45

Establishing a Legacy: Family Education Program Design

Teddie L. Ussery, Founder, FAMILY OFFICE MATTERS

Iris Wagner, Ethical Will Producer, MEMOIRS PRODUCTIONS

4:25

Once the Legacy Goals are Identified… Implementing a Family Education Program

Greg Rogers, Founder & President, RAYLIGN ADVISORY LLC

NEW Family Office Management Showcase
Keeping the Family Running Seamlessly with Vital Services like Private Aviation and other Solutions: A Mock Case Study to Apply to Every Family Office

Meet the Walsh Family. The Walsh's have $150M in assets, most generated upon the sale of their national chain of home improvement stores in 2002 and established their family office the following year. John Walsh and his wife Susan are based out of Atlanta and also maintain homes in Telluride, the Cote d'Azur, and the Caribbean. Their three grown children and grandchildren are spread around the world and the nuclear families travel frequently to the family homes. This year the family wants to plan a retreat in the Caribbean, though Susan has many privacy concerns given their high profile and the number of children that would be traveling. In addition, there are concerns about bringing John's elderly father, who has been experiencing growing health issues.

Hear how leading solution providers help the Walsh Family and their family office with their increasingly complex financial and personal life… and how they could relieve some of your own family office management headaches.

Featuring

Steve Gentry
BOMBARDIER FLEXJET

Cocktail reception Co-sponsored by