Institutional Investor and Lido Consulting are proud to present this year’s Family Office Wealth Conference, Maintaining Equilibrium for Affluent Families in a Riskier Environment, bringing together representatives from some of the nation’s wealthiest families to explore the latest trends and issues related to managing family assets.
This invitation-only annual event will provide an abundance of practical information from an innovative blend of educational sessions featuring speakers discussing solutions to the diverse range of issues facing family offices today. Some of this year’s topics include:
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Practical Approaches to Involve the Entire Family Through Philanthropy
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Evolving Compensation Trends for Single Family Office Executive Directors – Results of the 2007 Family Office Executive Compensation Survey
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Market Distress: New Risks, New Opportunities
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Speaking Out: An Interactive Discourse on Key Issues and Challenges Facing Family Offices – a CLOSED DOOR discussion led by family office executives and family members
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Project New Orleans: Examining the Concept and Challenges of Entrepreneurial Philanthropy
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Bioengineering: How Life Sciences May Save the World
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Geopolitical Risks: The Mid-East and Beyond
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Finding Value in Emerging Markets
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Finding the Green in Green: A Private Equity Investment Opportunity Perspective
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Determining the Proper Role of Gold in Investment Portfolios
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Making the Right Staffing Decision for Your Family: What it Takes
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Captive Insurance: When is It the Right Choice for Families?
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Washington Update: Decision 2008
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Finding, Securing and Keeping the Best Household Staff
Special Guest Speakers to-date:
- Rafe Esquith, author and educator celebrated for his remarkable achievements in uplifting the fifth-grade students he teaches at Hobart Boulevard Elementary School, the second-largest elementary school in the United States, located in Los Angeles, California. The only teacher ever to be awarded the President’s National Medal of Arts as well as the recipient of numerous other awards who was made an honorary Member of the Order of the British Empire by Queen Elizabeth for his outstanding work with children.
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Robert Kagan, author and columnist, geopolitical expert, Senior Associate, Carnegie Endowment for International Peace; Member, Council on Foreign Relations; The Aspen Strategy Group and the Trilateral Commission; Transatlantic Fellow, German Marshall Fund.
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Teresa Leigh, a twenty-four year veteran of private service, is a recognized expert in Family Management. Ms. Leigh, a member of the Society for Human Resource Management, is the 'go-to person' in the private service industry, and has conducted research studies in the fields of domestic staffing trends, personnel placements and luxury items for the home.
She is a published author on household and property management with a focus on: human resources, operational budgets, security and integrity issues.
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Ruby Smith Love, Principal, Legacies and Legends, and Administrator of the Gates Challenge Endowment that began with a $30 million gift from Bill and Melinda Gates to United Way of King County.
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Russ Prince, consultant and author of numerous studies and books on wealth management and affluent families, outlining exclusive research on compensation schemes to help meet the needs of various family circumstances.
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Greg Valliere, Chief Strategist, Stanford Washington Research Group, offering a complete view of the political scene and the key pending legislative and regulatory initiatives that may impact affluent families.
The 9th Annual Family Office Wealth Conference continues the tradition of providing the type of balanced program for which this event is recognized, one that addresses the entire spectrum of issues faced by family office executives. As in the past, there will be a host of social events and networking activities throughout the conference to add a touch of amusement and entertainment to the program and allow you to meet and mingle with your peers.
This is the only by-invitation event of its kind as we recognize the need to provide a comfortable educational environment where high-net-worth family members and family office executives can openly discuss sensitive issues with a network of their peers.
To download a program brochure, please CLICK HERE
To download a registration form, please CLICK HERE
* Please note, registration is only open to qualified family offices executives and high-net-worth investors. You will receive confirmation of your place within 48 hours of receiving the registration form. Institutional Investor reserves the right to decline admittance to anyone who does not meet the criteria to be a member of the audience.
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