Designed by the family office experts at Prince & Associates and Rothstein Kass, this workshop is intended to provide participants with insights and perspectives they can use immediately. Discussion, guided analysis and case examples will make the session highly interactive and stimulating. The goal of the workshop is to enable participants to apply what they learn to create their own multi-family office and cultivate the exceptionally wealthy families worth $20 million or more by providing them with holistic, value-added approach.
Visitors profile Financial advisors wanting to be more competitive for business of the wealthiest families. Multi-family office providers wanting to refine their business models. Senior managers responsible for the family office services of their firms. Other adviso
Past Events
Creating a Multi-Family Office Practice 2010 - 04 Nov 2010, Westin Bonaventure Hotel and Suites, Los Angeles, California, United States (9344)
Creating a Multi-Family Office Practice 2026
Important
Please, check "Creating a Multi-Family Office Practice" official website for possible changes, before making any traveling arrangements