World Congress
  
National Family Office Forum

Who Should Attend

Members & Executives of Single & Multi Family Offices including:

    Founders
    CEO, CIO, CFO, CAO or COO
    Partners
    Head of Investment Committees
    Portfolio Managers

The Forum will also benefit:

Senior Executives from Investment Consultants responsible for advising family office clients on:

    Asset Allocation
    Estate Planning
    Investment Analysis & Planning
    Philanthropy
    Trusts
    Wealth Management

Senior Executives from Asset Managers and Investment Managers including those with investment vehicles in:

    Commodities
    Emerging Managers
    Equities & Fixed Income
    Hedge Funds
    Private Equity Funds
    Real Estate

Senior Executives from Related Service Providers including:

    Insurance
    Law Firms
    Risk Management
    Software & Technology
    Tax & Accounting
    Valuations

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