Building the right family office for a sustainable future
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4 November, 2013
One Whitehall Place, London, UK
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Overview

For many of the ultra-wealthy there is an expectation that their needs would best be served by having a family office. However, the choices and decisions that need to made are never simple. As the saying goes “once you’ve seen one family, you’ve seen just one family”; each family is unique and their needs best served in different ways.

This half day workshop has been specifically designed and developed over the last few years to help not only those families who are considering whether their needs would best be served by having a family office but also for those who are keen to review their current arrangements and benchmark the current effectiveness of their family office.

It is important all options are considered in order to deliver real value to the family.
Over the half day delegates will engage in a highly interactive peer group exercise, hear case studies and listening to debates and thereby be guided and coached by some of the most experienced practitioners and advisors in the family office field who have worked with families all around the world in establishing best practice.

Who should attend?

UHNW business owning and financial family principals and family members
CEO's of Private family offices

Attendance is subject to a rigorous qualification screening to ensure participants will be able to network exclusively with their peer group.

The workshop is designed to ensure your family makes the right decisions for their long term success and sustainability.