Sign up for free newsletter

 

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   


features
Special report
How to Access Europe using third party AIFMs

Read how managers seeking to distribute in Europe can appoint a third party AIFM (or ManCo), and the fund distribution benefits this can bring, both for new fund launches and redomiciled funds... »

Comment
Richard Hoey, BNY Mellon

Global gross domestic product (GDP) growth should accelerate somewhat in 2015 and 2016 from the pace of the last three years because of much lower oil prices, the avoidance of special drags on the world economy, and continuing easy monetary policies from global central banks, according to  BNY Mellon Chief Economist Richard Hoey. Hoey (pictured) made the comments in his February outlook.  ... »

Article
Christiopher Elvin, Preqin

55% of private equity firms surveyed by Preqin at the end of 2014 stated they would deploy greater levels of capital in 2015, although 39% suggested it is more difficult to find attractive investments. Preqin’s Christopher Elvin comments: ... »

Article
Up arrow

Over half of infrastructure funds that closed in 2014 exceeded their fundraising target, up from 37% of funds in 2013. Andrew Moylan, Preqin’s Head of Real Assets Products, takes a look at infrastructure fundraising over the last 12 months: ... »

Article
Christopher ELvin, Preqin

977 private equity funds held a final close throughout the year raising a total of USD486bn, higher than any annual amount between 2009 and 2012, and on track to match the 2013 total. Preqin’s Christopher Elvin (pictured) reviews a year of private equity fundraising:  ... »

latestjobs
Junior Sales to Corporates (FX/IR)

Sat, 28 Feb 2015 00:00:00 GMT

VP IG Credit Sales, NA Investment Bank

Sat, 28 Feb 2015 00:00:00 GMT

Head Compliance- Asset Management

Sat, 28 Feb 2015 00:00:00 GMT

events
1 day 23 hours from now - Florida
4 days 23 hours from now - San Francisco
4 days 23 hours from now - London
specialreports