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The Family Office Today
May 4th 2010
Mid Town Manhattan
Directed by:
Arthur A. Bavelas &
Russ Alan Prince
Today there are more then 750,000 individuals or families with a net-worth of US$20 million or more controlling an aggregate of US$97 trillion. More then ever, these wealthy individuals and families are considering either establishing their own family office or working with a multi-family office. There’s no question that the family office model is in great demand.
The complication is that most people don’t have a good grasp of the family office world. The term “family office” is thrown around so easily now-a-days that many people don’t have a very good idea of what differentiates a true well-functioning single- or multi-family office from all the wanna-bes.
Designed by the family office experts at The Bavelas Group and Prince & Associates, this workshop is designed for professionals in the family office universe – the executives at single and multi-family offices – as well as the wealthy themselves. Discussion, guided analysis and leading authorities in the field will make the session highly interactive and stimulating.
Who Should Attend?
· Single-family offices wanting to benchmark themselves against their peers.
· Multi-family offices wanting to understand the best practices being currently employed.
· Affluent individuals looking to either set up their own family office or entrust their wealth to a multi-family office.
How you will benefit from the workshop
During this workshop, you will:
· Understand the current state of the family office universe.
· Develop an awareness of the two principal orientations of family offices – Wealth Creators and Wealth Preservers.
· Understand the core and value-added services provided by family offices.
Workshop Agenda
9:00-9:15 Intro and Overview
Arthur A. Bavelas
9:15-9:45 Creating Extreme Wealth
Russ Alan Prince and Arthur A. Bavelas
-Money Rules
-A piece of the action
9:45-10:15 The Nature of Family Offices
-Types of family offices
-The orientation of family offices
10:15-10:30 Break
10:30-11:15 Family Office Panel
Richard J. Flynn, Rothstein Kass
Keith Bloomfield, Forbes Family Trust
11:15-12:15 Investment Management Panel
12:15-1:15 Lunch: Guest Presenter
1:15-2:00 Advanced Planning Panel
Daniel L. Daniels, Wiggin and Dana
James D. Kaplan, KB Financial Partners
2:00-2:45 Banking Panel
Richard Fisher and John Hochkis, Herald National Bank
2:45-3:00 Break
3:00-3:45 Lifestyle Management Services Panel
Kathy Reilly, Lifestyle Marketing
Dr. Miles J. Varn, PinnacleCare
3:45-4:15 The Future of Family Offices
-The growth of specialty family offices
-The development of unique services
4:15-4:45 The Future of Family Offices
Russ Alan Prince
-The growth of specialty family offices
-The development of unique services
Books Provided
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Inside the Family Office
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Fame & Fortune
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The Sky’s the Limit
Locations & Dates
Format and Cost of the Workshop
This workshop will use a highly interactive combination of presentations and discussion. In order to maximize the benefits of this teaching/learning approach, the workshop will be strictly limited. The registration is $99.00 per family office principals and family members, $495.00 for advisors and others.
Payments, Cancellations and Refunds
The fee must be paid in full by April 6th 2010. Participants canceling up to four weeks before the workshop will be entitled to a full refund minus an (25%) administrative fee. Given the small size of the workshop, there will be no refunds for cancellations made after this date.
Disclaimer
Events may change the relative emphasis given to each element of the program or necessitate an adjustment in the topics that are covered. In order to assure an appropriate participant mix, attendance at the workshop is at the sole discretion of the organizer.
Further Information and Registration
For more information or to reserve your spot now,
please contact Steve Kimball at 732.450.8866, ext. 12 or skimball@pw-mag.com
Arthur A. Bavelas is an internationally-known expert and leading “special situation” strategic advisor to the ultra affluent and family offices. Arthur is widely published, with white papers and books focused on wealth creation, preservation and asset protection.
www.BavelasGroup.com
Russ Alan Prince is a leading authority on the private wealth universe and is extensively involved in developing and enhancing family offices on behalf of the wealthy.
www.RussAlanPrince.com
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