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Jan 11, 2012 10:02 AM
Family Office Business Operations Strategies
May 7-8, 2012 • The Fairmont Southampton Princess, Bermuda
Join us for the 10th Anniversary Family Office Symposium, slated for May 7-8, 2012, in Bermuda. This event has come to be known as THE one event that really speaks to families’ issues and concerns, combining the wisdom of families who’ve “been there” with the expertise of a peerless faculty.
Panel Topics Include:
- An exploration of the reality of investing today: Can we make 6% again?
- Results of an industry study looking at trends and issues in the FO space
- Unique investment options for families after liquidity events
- New directions in direct investing
- A debate on the SEC rules: is the reality as bad (or worse) than what was expected?
- How younger family members are handling significant wealth
- The realities of putting together a ‘virtual’ family office—HOW you outsource matters!
- ...and much more!
Plus, we’ve extended our breaks for even more networking time, and have again included our families-only networking breakfast.
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Topics of Interest
| Estate Tax | Donor Advised Funds |
| GSTs | Family Offices |
| Private Foundations | Life Insurance |
| 2010 Tax Act News | Industry Trends Surveys |
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Topics of Interest
| Estate Tax | Donor Advised Funds |
| GSTs | Family Offices |
| Private Foundations | Life Insurance |
| 2010 Tax Act News | Industry Trends Surveys |
E-Newsletter Signup
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