Topics will include:
• Government Regulation and Taxation for 2013 and Beyond
• Tax Efficient Portfolio Construction
• New Investment Styles for Family Offices
• Best Practices in Family Philanthropy
• Family Office Reporting
• Asset Protection Strategies
• Challenges of the trustee/beneficiary relationship
• Creating a Family Constitution
• Special Needs and Long-Term Care Planning
and many more!
UNIQUE CONFERENCE FORMAT
This family office conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. Power Point presentations are prohibited.
