Building the Better Family Office

You’ve set up your office for the long-haul--not some flash-in-the-pan venture--and in the end, your short-term gains mean little if your long-term structure is leaking all over the place. If you’re not thinking about today and tomorrow, you’re on the wrong boat. But how do you plan for the unforeseeable? How do you objectively measure the lasting value of your system? What steps do you need to take to keep your operations top notch?

Join us at the Family Office Executive Summit to find out how people like you are developing sustainable solutions for the years to come. This all new agenda focuses exclusively on operational issues family offices like yours are dealing with, and our hand-selected faculty of family members and c-level executives are willing to go in-depth with real solutions and take-home guidance regarding some of the most pressing questions you’re facing today, so that you’ll have answers for tomorrow.

Topics at a Glance –

• Life After Liquidity—Shifting from a Family Business to a Family Office

• Technological Challenges in Running the Modern Family Office

• The Hard-to-Value Family Office—Measuring Performance and Accomplishments

• Best Practices for Sustainability as Offices Contract and Expand

• The Search for Talent—How Offices are Filling and Maintaining their Staffing Needs

• Strategically Navigating Taxes in the New Era of Family Offices

• Success in Succession—Easing the Process of Generational Transitions

• Head-On Solutions for Regulatory Obstacles

• The Bottom Line—How Much Should it Cost to Run a Family Office?

And more!

When is Building the Better Family Office?

The next dates haven't been confirmed. The last edition we have on record was 15–16 May 2013.

Where is it held?

The last edition we have was at The New York Athletic Club, New York.