Sustainable Family Office Operations and Management 2014

  • 05-06 Jun 2014
  • Princeton Club of New York, New York City, NY, United States

Description

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.

Past Events

Important

Please, check "Sustainable Family Office Operations and Management" official website for possible changes, before making any traveling arrangements

Event Categories

Business: Finance, Internal Audit & Compliance, Operations, Risk Management

Other Events with Similar Categories

Other Events with Similar Location or Organizer

Featured Conferences & Exhibitions