Building the Better Family Office Summit

Product Description

Financial Research Associates' Building the Better Family Office Summit, taking place May 15-16 in New York, focuses on systematic due diligence and developing an operational structure that endures the challenges ot today and tomorrow. subscribers are eligible for a 15% registration discount with Priority Code: FMP133. To register, contact Whitney Betts at 704-341-2445 or

Top Reasons to Attend:

  • Hear directly from family offices and their executives--get an inside look into their operational processes
  • Get real insights into the regulatory and tax environment on the horizon for family offices and learn how to protect yourself
  • Uncover best practices in creating independent oversight and operational due diligencefor your banking relationships
  • Identify ways to immediately improve your office through the use of proper risk management
  • Benchmark your salary costs compared to that of other family offices
  • Expand your understanding of CFTC recordkeeping compliance
  • Discover the benefits and drawbacks of anout-of-state corporate trustee
  • Explore customized banking and reporting options for the family office
  • Boost productivity through training strategies and hiring solutions
  • Join your peers in exclusive debate regarding generational engagement strategies
  • Expand your network of contacts

For more information, click here to view the full agenda.

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