2011 workshops
06/20/2011 - Creating a Multi-Family Office Pre-conference Workshop
The State of the Family Office
Putting the "Family" in Family Office; the Glue?
Investment Management
Click here for the Eaton Vance presentation slides
Click here for the Ramius presentation slides
Outsourcing Technology, Custody & Clearing
Click here for the State Street Wealth Manager presentation slides
Click here for the TD Ameritrade presentation slidesInsurance & Risk Management for the HNW
Sourcing the Financial Elite
03/27/2011 - Creating a Multi-Family Office Pre-conference Workshop
The Nature of Family Offices and Overview of Family Office Services
Putting the "Family" in Family Office; the Glue?
Investment Management
Click here for the WP Stewart presentation slides
Outsourcing Technology, Custody & Clearing
Click here for the State Street presentation slides
Click here for the TD Ameritrade presentation slides
Sourcing the Financial Elite
2010 workshops
11/04/10 - Creating a Multi-Family Office Practice Guidelines for Financial Advisors Targeting the Financial Elite
10/21/10 - Wealth Preservation for Family Office and High-Net-Worth Clients
Seitlin
HannahShawGrove-1
HannahShawGrove-2
DWS
CW Cantor & Webb P.A.
01/21/10 - Creating a Multi-Family Office Practice - New York, NY
2009 Workshops
11/19/09 - The Functional Family Office - New York, NY
10/28/09 - Cultivating the Super Rich - New York, NY
10/20/09 - Cultivating the Family-Owned Business - Boston, MA
10/13/09 - The Functional Family Office - Los Angeles, CA
Bokman
Eaton Vance
State Street
Exceptional Risk Advisors
10/09/09 - Wealth Protection Workshop - San Francisco, CA
Grove1
Grove2
Grove3
MGust
08/04/09 - Wealth Protection Workshop - Chicago, IL
Grove1
Grove2
Grove3
DSarna
KButler
Kgayner
06/11/09 - Wealth Protection Workshop - New York, NY
05/14/09 - Creating a High-Net-Worth Charitable Practice - Framingham, MA
05/05/09 - Creating a Family Office Practice - New York, NY
01/22/09 - Creating a High-Net-Worth Charitable Practice - New York, NY