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Sustainable Family Office Operations and Management Summit

Event : Sustainable Family Office Operations and Management Summit

Thu, 05/06/2014  
Conducted by : Financial Research Associates
Contact : Whitney Betts

Their family office advisory board has designed a unique and focused agenda centered on the structural burdens, challenges and missteps family offices face in their day-to-day, year-to-year, and decade-to-decade operations. Reporting, the administration of trusts, legal protection, and continuity planning – it’s all on the table.

Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer

 
Topics at a Glance:
The Lifecycle of the Family Office
Is It Getting More Expensive in Here, or Is It Just Me? Understanding Costs and Core Services
Best Practices for Sustainability as Offices Expand and Contract
Is the World Really Flat for U.S. Families Investing Abroad?
Internal Controls, Agreed-Upon Procedures, and Expense Management—Laying Out the Groundwork for Success
Hidden Risks Embedded within the Family Office
The Paperless Office—Costs, Considerations, and Security Protocols
Keeping the Office Running: Creating a Business Continuity Plan
Transparency in Reporting: A How-To Guide
Selecting the Correct Trustee to Take Your Office to the Next Level
Why Private Trust Companies and Estate Planning Go Hand-in-Hand
Staying out of Litigation--Legal Protections for Families in Conflict
Change Management Practices in the Family Office: Policies and Procedures for Smooth Transitions
Best Practices in Operationalizing Sustainable Philanthropy
 
Click here to view the conference brochure
 
Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer.

For more information, please contact Whitney Betts at 704-341-2445 or wbetts@frallc.com   


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