Building the Better Family Office 2013

Key Topics

• Technological Challenges in Running the Modern Family Office
• Life After Liquidity—Shifting from a Family Business to a Family Office
• Best Practices for Sustainability as Offices Contract and Expand
• The Hard-to-Value Family Office—Measuring Performance and Accomplishments
• Strategically Navigating Taxes in the New Era of Family Offices
• The Search for Talent—How Offices are Filling and Maintaining their Staffing Needs
• Head-On Solutions for Regulatory Obstacles
• Success in Succession—Easing the Process of Generational Transitions
• The Bottom Line—How Much Should it Cost to Run a Family Office?

Who should Attend

Attendees from family offices including:

• CEOs
• Principals and primary members
• COOs
• CIOs
• Family office technology providers
• Advisors