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Sustainable Family Office Operations and Management 2014
05-06 Jun 2014
Princeton Club of New York, New York City, NY, United States
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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.
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Past Events
Sustainable Family Office Operations and Management 2014 - 05-06 Jun 2014, Princeton Club of New York, New York City, New York, United States
(44012)
Sustainable Family Office Operations and Management 2026
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
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