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Families that thrive for multiple generations invest their time, talent and resources to ensure their family offices have thoughtful and flexible programs to be successful. When should families consider a strategic assessment of their family office? How do wealth owners and family office executives conduct such an assessment? What is the link to best practices? And what is the role of outside third parties?

21st century wealth owners and their financial advisors often seek to design trusts that are flexible enough to withstand personal and financial changes yet manage the investment's outcome. Trusts serve the useful purpose of retaining control of funds pending certain events, after which funds may, can or must be transferred to or on behalf of the beneficiaries.

Many wealth owners are seeking tangible methods for measuring and evaluating the value of their family office and/or wealth advisor. What do wealth owners expect and what do they value? How do family offices and wealth advisors demonstrate value? Listen in as our speakers reveal findings from dozens of interviews with wealth owners, family office executives and wealth advisors including contributions from a Thought Leaders Roundtable.

Since the Autumn of 2008 many heads of family offices have focused their attention on the most basic aspects of financial arrangements. This is true of owner managers and professional CEOs alike. Since the demise of Lehman two dominant questions arise from this group of decision makers. Firstly whether client assets are genuinely segregated off the custodian bank’s balance sheet, and not withstanding the answer to that question which must of course be ‘yes’, how secure their custodian is as a corporate entity.

In the wake of the worst financial meltdown since the Great Depression, many investors have begun to question the basic principles of investing that lie at the core of the financial industry. Diversification, the risk/reward trade-off, the separation of alpha and beta, the benefits of passive index funds, the ability to manage risks via asset allocation, and stocks for the long run have all come up short over the last three years. What should an investor do?

In the minds of many, multigenerational wealth the last 30 years has been associated with abundance, privilege, social status and philanthropy over. But we've now experienced a decade of weak financial returns, and we may be in for more of the same. Are you prepared?

Explore the role insurance plays in family office risk management and how the actions taken by executives and clients can create a more holistic approach to insurance planning.

The world of social media and social networking is growing at so fast a rate that it has become increasingly more challenging to stay current with the language and offerings. In this program we will explore the world of social media, examine the risks to privacy, legal liability and financial loss when we do not take the steps to properly exercise the safeguards that are provided.

Many wealth owning families own extensive property as a significant portion of their portfolio and are looking for ways to balance the need for investment returns with environmental responsibility and leadership. Join us as an expert from Baceline Investments outlines ways to lower operating costs and increase value while implementing environmentally friendly solutions. What are the steps involved in property "greening" and what should be the target end results?

Families that integrate risk management into their broader wealth management practice take a proactive rather than reactive approach to the future. They recognize how current actions and efforts have the potential to greatly impact the lives of generations to come.