Agenda 2014
**Session times subject to change**
8:30 am –9:00 am Breakfast and Registration
9:00am – 9:30am Introduction and Overview
9:30am – 10:45am The Nature of Ultra-Wealthy Inheritors
• What distinguishes them from other super-rich individuals?
• How is the universe of ultra-wealthy inheritors changing and how can professionals benefit from these changes?

8:10 am – 9:00 am Break
11:00 am – 11:30 am Enhancing Their Expertise
• What process expertise is
increasingly important to ultra-wealthy inheritors and how are they sourcing this expertise?
• What technical expertise is increasingly important to ultra-wealthy inheritors and how does this affect the way they work with professional advisors?

11:30 am – 12:15 pm Taking Control of the Family Legacy
• How are ultra-wealthy inheritors restructuring their family’s wealth in ways that give them direct and
indirect control over their fortunes?
• What steps do professional
advisors need to take to be a part
of this transition?

12:15 pm – 1:30 pm Lunch
The Future of Concierge Medicine…
Connected Care
Daniel Carlin, MD, WorldClinic

1:30 pm – 2:15 pm Sophisticated Advanced Planning Using Life Insurance
• Which advanced planning strategies incorporating life insurance are most appealing?
• What underwriting obstacles easily derail plans to provide life insurance to the ultra-wealthy and how can they be avoided.

2:15 pm – 2:30 pm Break
2:30 pm – 3:15 pm Investment Preferences of
Ultra-Wealthy Inheritors

• What types of investments are growing in appeal to ultra-wealthy inheritors and how can money managers effectively differentiate their offerings?
• What is the appeal of impact investing, its relationship to social entrepreneurism and entrepreneurial capitalism, and how can professional advisors leverage these trends?

3:15 pm – 4:00 pm Summary and Questions

8:30 am –9:00 am Breakfast

9:00 am – 10:00 am Key Trends
• What distinguishes them from other super-rich individuals?
• Which trends overlap the rest of the super-rich universe and why are most professional advisors likely to miss significant business opportunities?

10:00 am – 10:45 am Deal Making
• Why are ultra-wealthy inheritors so interested in doing deals and what is the special appeal of club deals?
• How are ultra-wealthy inheritors being proactive in sourcing and structuring deals and where do they tend to run into trouble?

10:45 am – 11:00 am Break

11:00 am – 12:00 pm Philanthropy
• What is the role of philanthropy for ultra-wealthy inheritors and where is the overall emphasis?
• How can they maximize the impact
of their charitable giving from the investment of charitable dollars to adroitly using foundations and other legal structures?

12:00 pm – 1:15 pm Lunch
Combating Professional Criminals
Presented by: Andrew O’Connell,
Guidepost Solutions

1:15 pm – 1:45 pm How Ultra-Wealthy Inheritors
Select Professionals

• What are the roles of other professional advisors, peers and family in reaching ultra-wealthy inheritors?
• How can professional advisors capitalize on the dense and powerful social networks of ultra-wealthy inheritors and why do few professional advisors rarely do this?

1:45 pm – 3:00 pm Street-Smart Networking
• How can professional advisors garner functional referrals from centers of influence, which is the optimal way to access the super-rich?
• How can professional advisors ensure alignment with centers of influence and what types of value-added works best as economic glue?

3:00 pm – 3:30 pm Summary and Questions

Events may change the relative emphasis given to each element of the program or necessitate an adjustment in the topics that are covered. In order to assure an appropriate participant mix, attendance at the workshop is at the sole discretion of the organizer.


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