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The appeal
of the family office model is growing worldwide and exponentially. The
wealthy (defined as having a net worth of $20 million or more, and
controlling more than $100 trillion) are increasingly gravitating to the
family office model. For the most part, these exceptionally wealthy
families are looking for more from their financial advisors than ever
before. Not only are they desirous of high-quality financial services
and products, they are also interested in a wide range of value-added
services.
While the wealthier members of this cohort are establishing their own
single-family offices, most are choosing to work with multi-family
offices of all varieties. Without question, the real impact will be the
movement by the very wealthy to multi-family office practices. This
creates a significant opportunity for financial advisors and other
professionals who can structure their practices as multi-family offices
and brand themselves as such.
This conference, intended to provide participants with insights and
perspectives they can use immediately. The goal of the conference is to
enable participants to apply what they learn to establish their own
multi-family office and cultivate the exceptionally wealthy - families
worth $20 million or more - by providing them with a holistic,
value-added approach
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