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Family member and private investor Oakleigh Thorne will be part of an interactive discussion through the use of a moderator regarding his investment approach since the sale of his family’s business, Commerce Clearing House, 20 years ago. He will share the lessons he has learned in the process and also talk about his experiences as a diversifi...

What are the latest political and legislative developments and what do families need to be aware of? This always popular analysis of the politics and passage of tax and estate planning legislative changes on Capitol Hill will give family office executives the information they need to know to be prepared for 2015 and beyond.

In addition to delivering superior returns, family offices also meet more stringent investor reporting and financial demands. Having the ability to transform data into timely, useful information is one of today’s greatest challenges in the family office market. In this session, we will discuss how optimizing data management can lead to increa...

Over the last 15 years wealth management firms have taken varied approaches to implementing technology within their organization, each aiming to satisfy a unique set of needs and requirements. With technology evolving and teams requiring more firepower from their applications, firms are left in a quagmire, wondering what the best approach is for ad...

In this session we will have a case study that addresses the journey that a family office undertook to assess and address the risk associated with its technology—from early third party assessments to strategy formulation to board approval and finally implementation. Along the way we will share how some time-honored strategies were discarded a...

As an advisor responsible for providing holistic and integrated family wealth services, leadership is an integral part of your every day responsibility. Sarah Biggerstaff, noted coach and lecturer in the practice of leadership at Yale School of Management, will walk participants through a process to unlock their potential and explore their personal...

Sustainability of the family and wealth for the long-term is critically dependent on current conditions and trends that impact families today and well into the future. Family Office Exchange is pleased to provide a panel of industry leaders whose experience, position and knowledge of the industry places them at the forefront understanding the work ...