Sustainable Family Office Operations and Management 2014

Key Topics

• 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

Who should Attend

Family offices and their executives.