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WORKSHOPS |
Creating a Multi-Family Office Practice
Guidelines for Financial Advisors Targeting the Financial Elite
Directed by Hannah Shaw Grove and Richard J. Flynn
The Westin Bonaventure Hotel and Suites
Los Angeles, CA
November 4, 2010
Designed by the family office experts at Prince & Associates and
Rothstein Kass, this workshop is intended to provide participants with
insights and perspectives they can use immediately. Discussion, guided
analysis and case examples will make the session highly interactive and
stimulating. The goal of the workshop is to enable participants to
apply what they learn to create their own multi-family office and
cultivate the exceptionally wealthy – families worth $20 million or
more – by providing them with holistic, value-added approach.
Who Should Attend?
- Financial advisors wanting to be more competitive for business of the wealthiest families.
- Multi-family office providers wanting to refine their business models.
- Senior managers responsible for the family office services of their firms.
- Other advisors wanting to become more knowledgeable about the family office universe.
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For more information on this workshop
please contact Steve Kimball at 732.450.8866, ext. 10 or lmantello@fa-mag.com
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Dorothy 
