2012 Conference Agenda
**Times subject to change**

Wednesday May 23

8:00am - 9:00am Continental Breakfast

9am - 9:30am
Welcome and Introduction
Russ Alan Prince

9:30am - 10:00am Delivering Family Office Services

10:00am - 10:30am Designing Your Infrastructure
Hannah Shaw Grove, Private Wealth Specialist

10:30am - 10:45am Break

10:45am - 11:45am

Investment Management
Edwin Lichtig, Pension Income, LLC
Rick J. Romano, Prudential Real Estate Investors

Moderator: Evan Jehle, Rothstein Kass
Core to most multi-family offices is investment management. Today, the financial elite are more focused and attuned to their investment and are looking for viable and creative solutions. The panelists will be addressing the latest investment options and their appeal to the financial elite.

11:45am - 1:00pm Lunch
The Coming Healthcare Revolution
Daniel Carlin M.D., WorldClinic
More than most anything else, the financial elite are focused on their health and the health of their loved ones. Moreover, they can afford to make sure they receive optimal care whenever and wherever they may be. The foremost expert on delivering this level and quality of medical care will explain how it's done. Moreover, he will explain how state-of-the-art concierge medicine is driving the future of medicine for everyone.

 1:00pm - 1:45pm The Role of Technology
Tim Davey, Salentica Inc.
High-quality technology is an absolute necessity in the private wealth industry. This panel will highlight core technology that professionals regularly need to employ to capitalize on their relationships with the financial elite and effectively provide a multi-family office platform.

 1:45pm - 2:00pm  Break

2:00pm - 3:15pm  Advanced Planning
Edward A. Renn, WithersBergman
Frank Seneco, Seneco & Associates
Alan Kufeld, Rothstein Kass

Tax mitigation is regularly a critical concern of the financial elite. Taxes come in a variety of flavors - income, estate, corporate. The ability to bring the most sophisticated bright-line transactions to financial elite clients is often a major differentiator and is often core to a high-functioning multi-family office. This panel will discuss the leading transactions being used today.

3:15pm - 4:30pm  
Versions of Multi-Offices
Keith Bloomfield, Forbes Family Trust
David Ross, Fraenkel Group, Neuberger Berman
Richard Flynn, Rothstein Kass
Moderator: Hannah Shaw Grove
Multi-family offices come in a variety of shapes and sizes. The panelists all run different "types" of very successful boutique multi-family offices and will highlight their different markets and business models.

4:30pm - 6:00pm Cocktails and Networking

Thursday May 24

8:00am - 9:00am Breakfast

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