AGENDA

Wednesday, July 14

5:00 to 8:30 p.m.
Registration

6:30 to 9:00 p.m.
Opening Reception-Style Dinner

Thursday, July 15

7:30 to 8:30 a.m.
Registration and Continental Breakfast

8:30 to 9:15 a.m.
Welcome and Industry Update
Sara Hamilton, Founder & CEO, Family Office Exchange LLC

9:15 to 10:15 a.m.
Structuring for Deductibility
William J. Butler and Richard A. Lang,
Partners, McDermott, Will & Emery,
Private Client Department

Finding an ownership structure that optimizes expense deductibility and supports the preservation of wealth for future generations is a complex challenge. Mr. Butler and Mr. Lang will compare the tax implications and benefits associated with different structures.

10:30 to 11:30 a.m. (Concurrent Sessions)
Master & Commander: Today's Complicated Family Systems Demand a Controlling Hand
John P.C. Duncan, Principal
Duncan Associates

Mr. Duncan will focus on the complex family financial systems that family offices are responsible for managing. He will discuss family office policies, procedures and formal agreements that are essential for establishing the responsibility and authority of the office. He will be joined by an executive of a family office that has brought the family's complicated financial system under control.

10:30 to 11:30 a.m. (Concurrent Sessions)
Delivering Value Through Service

In this panel discussion, family office executives will share their experiences meeting common client servicing challenges such as building efficient servicing teams, achieving family member buy-in, managing expectations and communicating results.

11:45 to 1:00 p.m.
Luncheon
Looking at Technology Solutions Today and Tomorrow
Judith E. Tschirgi, Chief Information Officer and Senior Vice President, SEI Investments Company

Come along as this chief technology executives explores recent changes in technology. See first hand SEI's new platform. What can the industry offer your clients today? How will your clients' information needs change? Learn how technology can help your office anticipate and meet client needs. Find out what you need to think about today in order to be ready to benefit from these developments tomorrow.

1:15 to 2:30 p.m.
Peer Exchange

2:45 to 4:00 p.m.
Peer Exchange

4:00 to 4:15 p.m.
Break

4:15 to 5:30 p.m.
Throwing Down the Gauntlet

What if you had the opportunity to bring leading family office software providers such as Advent and SS&C together in the same room? What would you ask them? What would you want to make them understand about your office's information and technology needs? This interactive panel discussion is your chance to hear directly from the providers about their offerings, grill them on their capabilities and give them input about developments you'd like to see.

6:30 p.m. (Depart for Wrigley Field)
Take Me Out to the Ballgame

Chicago Cubs vs. Milwaukee Brewers (7:30 p.m. game). Space is limited. Tickets are available on a first come, first served basis.

Sleeping Accommodations:
Hyatt on Printers Row
500 South Dearborn
Chicago, Il 60605

Regular Rate of $179 or $199 for business level
1-312-986-1234 for reservations

Questions? Call Kate Norris at 312-327-1211

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Family Office Exchange LLC
100 South Wacker Drive, Suite 900
Chicago, IL 60606
312-327-1200
312-327-1212 (fax)
www.familyoffice.com

© 2004 Family Office Exchange LLC
All Rights Reserved