Webinar - Recasting Financial Reports: Innovations in Family Office Reporting
Overview
Wednesday, Aug 15, 2012 - 10:00am
Wednesday, Aug 15, 2012 - 11:30am
Effective financial reports provide family members with a consolidated picture of their wealth holdings, allowing them to make knowledgeable decisions about their future. Join this webinar to examine recent FOX research on the current state of financial reporting in the family office industry. How often are reports provided to family members and what information is being shared? What types of packages are shared with next generation and how are they different? Our speakers will discuss approaches to reporting that promote readership, prompt broader family involvement and engagement, and ultimately help family members remain focused on their long-term goals. Real case examples and stories will be revealed to illustrate key findings from the FOX research. After participating in this webinar, you will be able to:
• Initiate a thoughtful discussion about financial reporting
• Describe the state of the industry relevant to financial reporting
• Identify best practices in reporting
Recommended For
Family office executives and staff, advisors and family members
Heather Asher is a senior relationship manager for Family Office Exchange (FOX). Part of FOX’s family office team, she provides a variety of member services and works to increase membership within the business-owning market. In addition, Heather has taken on a new role in member development and is responsible for generating new member acquisitions by engaging prospective family office and advisor members to determine their needs and priorities. She also works on FOX’s Next Generation Network by engaging younger family members with education and networking.
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Mike Madigan joined Advent in 2004 and is the Director of Product Management for the Portfolio Management & Reporting team. With a particular focus on the strategic direction of Advent Portfolio Exchange, Mike and his team work closely with Advent’s Product Development and Services teams to deliver high quality solutions to our investment management customers. Mike holds a Bachelor of Business Administration in Finance from University of Notre Dame and a Masters in Business Administration from the University of California, Berkeley.
Jack manages the strategic relationship with CTC Consulting, and works closely with family clients where he is responsible for the overall integrated investment process. Prior to co-founding Eton Advisors, Mr. Parham served as CIO of the UBS Multi-Family Group and served as CIO and founding principal of the US Trust MFO Group, where he was a member of the Investment Strategy Committee, Open Architecture Investment Committee, and the Investment Committee of CTC Consulting.
