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2/8/2012
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Event: 2012 Estate Planning Update
Start Time 10:00 AM Central Time
End Time 11:30 AM Central Time
Contact: Jennifer Muntz
Email: jmuntz@familyoffice.com
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2/21/2012 - 2/23/2012
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Event: Family Office 101: Creating a Family Office Blueprint
Description: The first step in opening a single family office is to think of it as
a business, and develop a plan. In this workshop, participants
will learn from experienced professionals and family members
the best practices for how to build a family office structure to
support the family group. We will explore guiding principles and
governance, scope of services and delivery models, investment
processes, and allocation of costs.
Who should attend? FO 101 is designed for family members
and family office executives of newly liquid families and families
who have recently started a family office. By the end of the
workshop, you will create your own custom roadmap for the
next 18-24 months of office start-up, and understand how to
measure the value of your office.
Location:
Coral Gables
, FL
Phone: 312.327.1231
Fax: 312.327.1212
Email: workshops@familyoffice.com
Click here for Agenda
Click here to Register
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3/20/2012 - 3/21/2012
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Event: Global Family Council
Location:
Frankfurt
Germany
Contact: Alex Hayward
Email: ahayward@familyoffice.com
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3/23/2012
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Event: Swiss Investment Roundtable
Location:
Geneva
Switzerland
Contact: Alex Hayward
Email: ahayward@familyoffice.com
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3/27/2012 - 3/28/2012
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Event: Grantors, Trustees and Beneficiaries: A New Look at Roles and Responsibilities
Description: With trustee liability increasingly in the headlines, fiduciary
education is of critical importance. Whether you are selecting
a trustee, becoming a trustee, or working with one as a
beneficiary, it is imperative to understand the full scope
and duties of this position. In this workshop, you will gain a
deeper understanding of the core trustee duties and the skills
and traits required to manage the personal demands and
dynamics of trusteeship. Experts will review best practices in
trust administration and discuss strategies for trustees and
beneficiaries to work together more effectively.
Who should attend? Family members, family office executives
and advisors playing a fiduciary role should attend this
workshop. You'll engage in role play with your peers to gain a
deeper understanding of differing perspectives and come away
with a clear checklist of your responsibilities.
Location:
Chicago
, IL
Contact: Ashley Wynne
Phone: 312.327.1231
Fax: 312.327.1212
Email: workshops@familyoffice.com
Click here for Agenda
Click here to Register
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3/28/2012
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Event: Topic: Family Office Compensation
Start Time 10:00 AM Central Time
End Time 11:30 AM Central Time
Contact: Jennifer Muntz
Email: jmuntz@familyoffice.com
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4/16/2012 - 4/18/2012
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Event: FOX Wealth Advisor Forum
Description: The FOX Wealth Advisor Forum returns to warm and sunny Florida this year with an exceptional program of powerful, new market insights, networking techniques, and client service strategies that will increase your share of the family wealth market.
Capitalizing on new FOX research and a strong roster of subject matter experts, we will delve into building relationships, trust, and client services; partnering with clients to help them understand how changes will affect them; and creating a thriving business through marketing, referrals, and networking.
Venue: Biltmore Coral Gables
Location:
Coral Gables
, FL
Contact: Kara Morton
Phone: 312.327.1252
Fax: 312.327.1212
Email: Kmorton@familyoffice.com
Click here for Agenda
Click here to Register
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4/30/2012 - 5/2/2012
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Event: Launching a Business Strategy for a Well-Run Multi-Family Office
Description: Understanding ultra wealthy families and their unique
challenges is a key component of a successful multi-family
office. In this workshop you will learn what families are looking
for, how successful MFOs have developed an integrated service
delivery model, and what technology platforms will provide the
necessary reporting to meet the needs of sophisticated clients.
Who should attend? This workshop is designed for individuals
and firms who are contemplating starting an MFO and firms
who have already launched. By the end of the program you
will learn what it takes to run a successful MFO and have the
information you need to determine next steps.
Location:
New York
, NY
Phone: 312.327.1231
Fax: 312.327.1212
Email: Workshops@familyoffice.com
Click here for Agenda
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5/3/2012 - 5/4/2012
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Event: FOX Investment Forum
Location:
New York
, NY
Phone: 312.327.1224
Fax: 312.327.1212
Email: events@familyoffice.com
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5/22/2012
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Event: Thought Leaders Council
Location:
New York
, NY
Phone: 312.327.1224
Fax: 312.327.1212
Email: events@familyoffice.com
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5/24/2012
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Event: Wealth Advisor Briefing
Location:
San Francisco
, CA
Phone: 312.327.1224
Fax: 312.327.1212
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6/12/2012 - 6/14/2012
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Event: Australia MFO Roundtable: Building a Successful Wealth Advisory Business
Location:
Australia
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6/20/2012
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Event: Regional Member Event
Location:
New York
, NY
Phone: 312.327.1224
Fax: 312.327.1212
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6/21/2012
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Event: Wealth Advisor Briefing
Location:
New York, NY
Phone: 312.327.1224
Fax: 312.327.1212
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7/12/2012
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Event: Wealth Advisor Briefing
Location:
Chicago
, IL
Phone: 312.327.1224
Fax: 312.327.1212
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9/10/2012 - 9/11/2012
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Event: Family Leadership Succession: Developing a Roadmap for Successful Leadership Transition
Description: The single greatest challenge for families of wealth is managing
a successful family leadership transition. In this workshop
you will hear how leadership succession is a process and not
an event. Participants will learn how to use skills profiling to
identify future leaders who have a greater chance of success
and to engage owners in the succession conversation.
Who should attend? This workshop is for family members and
their trusted advisors. With guidance from experts in the field
and input from your peers, you will develop a custom timeline
and next steps for succession planning in your family business,
family council, family office, and/or family foundation.
Location:
Chicago
, IL
Phone: 312.327.1231
Fax: 312.327.1212
Email: workshops@familyoffice.com
Click here for Agenda
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9/20/2012 - 9/21/2012
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Event: Inaugeral International MFO Council Meeting
Location:
London
United Kingdom
Contact: Alex Hayward
Email: ahayward@familyoffice.com
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9/25/2012
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Event: Wealth Advisor Briefing
Location:
Philadelphia
, PA
Phone: 312.327.1224
Fax: 312.327.1212
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10/2/2012 - 10/3/2012
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Event: Global Family Council Meeting
Location:
London
United Kingdom
Contact: Alex Hayward
Email: Ahayward@familyoffice.com
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10/22/2012 - 10/24/2012
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Event: FOX Fall Forum
Location:
Chicago
, IL
Phone: 312.327.1231
Fax: 312.327.1212
Email: events@familyoffice.com
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11/28/2012 - 11/29/2012
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Event: Grantors, Trustees and Beneficiaries: A New Look at Roles and Responsibilities
Description: With trustee liability increasingly in the headlines, fiduciary
education is of critical importance. Whether you are selecting
a trustee, becoming a trustee, or working with one as a
beneficiary, it is imperative to understand the full scope
and duties of this position. In this workshop, you will gain a
deeper understanding of the core trustee duties and the skills
and traits required to manage the personal demands and
dynamics of trusteeship. Experts will review best practices in
trust administration and discuss strategies for trustees and
beneficiaries to work together more effectively.
Who should attend? Family members, family office executives
and advisors playing a fiduciary role should attend this
workshop. You'll engage in role play with your peers to gain a
deeper understanding of differing perspectives and come away
with a clear checklist of your responsibilities.
Location:
New York
, NY
Phone: 312.327.1231
Fax: 312.327.1212
Email: workshops@familyoffice.com
Click here for Agenda
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