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.

WealthManagement.com subscribers are eligible for a 15% registration discount with Priority Code: FMP133. To register, contact Whitney Betts at 704-341-2445 or wbetts@frallc.com.

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.

Please or Register to post comments.

Industry Newsletters
Careers Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×