Sustainable Family Office Operations and Management 2014 is a conference that covers topics such as:
- Internal Controls, Agreed Upon Procedures, and Expense Management—Laying out the Groundwork for Success
- Is It Getting More Expensive in Here, or Is It Just Me? Understanding Cost and Core Services
- Compensation Considerations—Are You Paying Too Much for Your Family Office?
- Best Practices for Sustainability as Offices Expand and Contract
- The Paperless Office—Costs, Considerations, and Security Protocols
- The Art and Science of Retaining and Educating Staff
- Successful Succession—Learning to Let the Next Generation Lead
- Keeping the Office Running—Creating a Business Continuity Plan
- Recordkeeping and Reporting: A How-To Guide
- Managing Change in the Family Office—Policies and Procedures for Transition
- Best Practices in Operationalizing Sustainable Philanthropy
- Hidden Risks Embedded within the Family Office
- Keeping Family Game Night Sacred—Legal Protections for Families in Conflict
Sustainable Family Office Operations and Management 2014 is intended for family offices and their executives.