Family Office Exchange
Industry Calendar of Events


Up-to-date information on wealth management events covering investment management strategies, philanthropy, and family office best practices.

 

 Date Name and Contact Information
3/15/2010 - 3/16/2010 Event: Multi-Family Office Council
Location:  Harvard Club, NY New York
Company:  Family Office Exchange
Contact: Karen Emanuelson, CMP
Phone: 312-327-1224
Fax: 312-327-1212
Email: kemanuelson@familyoffice.com
3/24/2010 Event: International Roundtable
Location:  London London
Company:  Family Office Exchange
Contact: Nicole Smith
Phone: 44 207 170 4235
Fax: 44 207 170 4234
Email: nsmith@familyoffice.com
3/24/2010 Event: Pragmatic versus Romantic: The Ins and Outs of Prenuptial Agreements
Contact: Jennifer Muntz
Phone: 312-327-1211
Email: jmuntz@familyoffice.com
3/25/2010 - 3/26/2010 Event: US Family Council
Location:  Hosted by the Brumley Family Charleston
Company:  Family Office Exchange
Contact: Karen Emanuelson, CMP
Phone: 312-327-1224
Fax: 312-327-1212
Email: kemanuelson@familyoffice.com
4/6/2010 - 4/7/2010 Event: Investment Council Meeting
Location:   New York
Company:  Family Office Exchange
Contact: Karen Emanuelson, CMP
Phone: 312-327-1224
Fax: 312-327-1212
Email: kemanuelson@familyoffice.com
4/19/2010 - 4/20/2010 Event: Global Family Council
Location:  London London
Company:  Family Office Exchange
Contact: Nicole Smith
Phone: 44 207 170 4235
Fax: 44 207 170 4234
Email: nsmith@familyoffice.com
4/21/2010 - 4/22/2010 Event: Global Family Forum
Location:  The Langham London
Company:  Family Office Exchange
Contact: Nicole Smith
Phone: 44 207 170 4235
Fax: 44 207 170 4234
Email: nsmith@familyoffice.com
4/28/2010 Event: Up and Coming or Just Up and Down?: An Insider’s Perspective of Emerging Markets
Contact: Jennifer Muntz
Phone: 312-327-1211
Email: jmuntz@familyoffice.com
4/28/2010 Event: Member Dinner
Location:   Dallas
Company:  Family Office Exchange
Contact: Kristine Stringham
Phone: 312.327.1252
Fax: 312.327.1212
Email: kstringham@familyoffice.com
4/29/2010 Event: Wealth Advisory Briefing
Location:   Dallas
Company:  Family Office Exchange
Contact: Karen Emanuelson, CMP
Phone: 312-327-1224
Fax: 312-327-1212
Email: kemanuelson@familyoffice.com
4/29/2010 Event: Regional Roundtable
Location:   Dallas
Company:  Family Office Exchange
Contact: Kristine Stringham
Phone: 312.327.1252
Fax: 312.327.1212
Email: kstringham@familyoffice.com
5/11/2010 - 5/12/2010 Event: Owner/Operator Council
Location:  Chicago 100 S. Wacker, Suite 900
Company:  Family Office Exchange
Contact: Sabrina Rodriguez
Phone: 312-327-1221
Fax: 312-327-1212
Email: srodriguez@familyoffice.com
5/12/2010 Event: Oh, Canada? Reevaluating the Effects of Citizenship for Generational Wealth Planning
Contact: Jennifer Muntz
Phone: 312-327-1211
Email: jmuntz@familyoffice.com
5/19/2010 - 5/20/2010 Event: Wealth Advisor Forum
Location:  The Ritz-Carlton Chicago Chicago
Company:  Family Office Exchange
Contact: Karen Emanuelson, CMP
Phone: 312-327-1224
Fax: 312-327-1212
Email: kemanuelson@familyoffice.com
6/2/2010 Event: Member Dinner
Location:   New York City
Company:  Family Office Exchange
Contact: Kristine Stringham
Phone: 312.327.1252
Fax: 312.327.1212
Email: kstringham@familyoffice.com
6/3/2010 Event: Wealth Advisor Briefing
Location:   New York City
Company:  Family Office Exchange
Contact: Karen Emanuelson, CMP
Phone: 312-327-1224
Fax: 312-327-1212
Email: kemanuelson@familyoffice.com
6/3/2010 Event: International Roundtable
Location:  TBD London
Company:  Family Office Exchange
Contact: Nicole Smith
Phone: 44 207 170 4235
Fax: 44 207 170 4234
Email: nsmith@familyoffice.com
6/3/2010 Event: Regional Roundtable
Location:   New York City
Company:  Family Office Exchange
Contact: Kristine Stringham
Phone: 312.327.1252
Fax: 312.327.1212
Email: kstringham@famillyoffice.com
6/8/2010 - 6/11/2010 Event: University of Chicago Private Wealth Management for High Net Worth Individuals and Families
Location:   Chicago
Company:  Family Office Exchange
Contact: Karen Emanuelson, CMP
Phone: 312-327-1224
Fax: 312-326-1212
Email: kemanuelson@familyoffice.com
6/16/2010 Event: Member Dinner
Location:   San Francisco
Company:  Family Office Exchange
Contact: Kristine Stringham
Phone: 312.327.1252
Fax: 312.327.1212
Email: kstringham@familyoffice.com
6/17/2010 Event: Regional Roundtable
Location:   San Francisco
Company:  Family Office Exchange
Contact: Kristine Stringham
Phone: 312.327.1252
Fax: 312.327.1212
Email: kstringham@familyoffice.com
6/28/2010 Event:  International Roundtable
Location:  Rentrop Family Office  Bonn
Company:  Family Office Exchagne
Contact: Nicole Smith
Phone: 44 207 170 4235
Fax: 44 207 170 4234
Email: nsmith@familyoffice.com
7/14/2010 - 7/15/2010 Event: Financial Executives Forum
Location:  Trump International Chicago Chicago
Company:  Family Office Exchange
Contact: Karen Emanuelson, CMP
Phone: 312-327-1224
Fax: 312-327-1212
Email: kemanuelson@familyoffice.com
7/14/2010 Event: Financial Executive Network
Location:  Trump International - Chicago Chicago
Company:  Family Office Exchange
Contact: Karen Emanuelson, CMP
Phone: 312-327-1224
Fax: 312-327-1212
Email: kemanuelson@familyoffice.com
7/20/2010 - 7/21/2010 Event: Investment Council Meeting
Location:   Chicago
Company:  Family Office Exchange
Contact: Karen Emanuelson, CMP
Phone: 312-327-1224
Fax: 312-327-1212
Email: kemanuelson@familyoffice.com
7/22/2010 Event: International Roundtable
Location:  London London
Company:  Family Office Exchange
Contact: Nicole Smith
Phone: 44 207 170 4235
Fax: 44 207 170 4234
Email: nsmith@familyoffice.com
8/31/2010 Event: Member Dinner
Location:   Chicago
Company:  Family Office Exchange
Contact: Kristine Stringham
Phone: 312.327.1252
Fax: 312.327.1212
Email: kstringham@familyoffice.com
9/1/2010 Event: Wealth Advisory Briefing
Location:   Chicago
Company:  Family Office Exchange
Contact: Karen Emanuelson, CMP
Phone: 312-327-1224
Fax: 312-327-1212
Email: kemanuelson@familyoffice.com
9/1/2010 Event: Regional Roundtable
Location:   Chicago
Company:  Family Office Exchange
Contact: Kristine Stringham
Phone: 312.327.1252
Fax: 312.327.1212
Email: kstringham@familyoffice.com
9/1/2010 - 9/2/2010 Event: Business Owners Council
Location:  Chicago Chicago
Company:  Family Office Exchange
Contact: Sabrina Rodriguez
Phone: 312-327-1221
Fax: 312-327-1212
Email: srodriguez@familyoffice.com
9/15/2010 - 9/16/2010 Event: US Family Council
Location:  Hosted by the Ford Family Detroit
Company:  Family Office Exchange
Contact: Karen Emanuelson, CMP
Phone: 312-327-1224
Fax: 312-327-1212
Email: kemanuelson@familyoffice.com
9/23/2010 Event: Wealth Advisor Briefing
Location:   Boston
Company:  Family Office Exchange
Contact: Karen Emanuelson, CMP
Phone: 312-327-1224
Fax: 312-327-1212
Email: kemanuelson@familyoffice.com
10/18/2010 - 10/20/2010 Event: Fall Forum
Location:  Sheraton Chicago Chicago
Company:  Family Office Exchange
Contact: Karen Emanuelson, CMP
Phone: 312-327-1224
Fax: 312-327-1212
Email: kemanuelson@familyoffice.com
10/19/2010 - 10/20/2010 Event: Fall Forum
Location:  Sheraton Chicago Chicago
Company:  Family Office Exchange
Contact: Karen Emanuelson, CMP
Phone: 312-327-1224
Fax: 3123-327-1212
Email: kemanuelson@familyoffice.com
10/29/2010 Event: International Webinar
Location:  BNY Mellon Wealth Management London
Company:  Family Office Exchange
Contact: Nicole Smith
Phone: 44 207 170 4235
Fax: 44 207 170 4234
Email: nsmith@familyoffice.com
11/2/2010 - 11/5/2010 Event: University of Chicago Private Wealth Management for High Net Worth Individuals and Families
Location:   Chicago
Company:  Family Office Exchange
Contact: Karen Emanuelson, CMP
Phone: 312-326-1224
Fax: 312-327-1212
Email: kemanuelson@familyoffice.com
11/9/2010 - 11/10/2010 Event: Investment Council Meeting
Location:   Chicago
Company:  Family Office Exchange
Contact: Karen Emanuelson, CMP
Phone: 312-327-1224
Fax: 312-327-1212
Email: kemanuelson@familyoffice.com
11/17/2010 Event: Member Dinner
Location:   New York City
Company:  Family Office Exchange
Contact: Kristine Stringham
Phone: 312.327.1252
Fax: 312.327.1212
Email: kstringham@familyoffice.com
11/18/2010 Event: Wealth Advisor Briefing
Location:   New York City
Company:  Family Office Exchange
Contact: Karen Emanuelson, CMP
Phone: 312-327-1224
Fax: 312-327-1212
Email: kemanuelson@familyoffice.com
11/18/2010 Event: Regional Roundtable
Location:   New York City
Company:  Family Office Exchange
Contact: Kristine Stringham
Phone: 312.327.1252
Fax: 312.327.1212
Email: kstringham@famillyoffice.com