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Financial Executives Forum
July 14 - 15, 2009


The 2009 Financial Executives Forum will provide insights and information-sharing among peers on some of the most relevant topics available for today’s financial family office executive.

You will hear from experts on:
Understanding new tax laws and what it
means for your clients
Estate planning for the next generation
Re-thinking your reward/risk options
Updating technology to help improve
office efficiency

For additional information or to register for this program, please contact Marjorie Emerman at 312.327.1224 or memerman@familyoffice.com.