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Liquid Alternatives have risen in popularity for family offices and families as they increasingly bring these vehicles to supplement their alternative allocations. Packaging and delivery of these return streams have been brought to market in the form of Alternative '40 Act Funds or Alternative Private Investment Partnerships. Do the...

Members of the US Executive Council will lead a session that describes how a group of 30 leading family office executives worked together to develop and later to refine a Family Office Communications Plan at their two meetings this year. The plan provides a compilation of the best thinking of the Peer Council members, using the 20+ years of experie...

As the economics of professional sports evolves, ownership of a franchise as a general or limited partner presents a unique investment opportunity. Chuck will facilitate a multi-disciplined panel with extensive experience in buying, selling and operating a professional sports franchise. The panel will discuss the legal and financial issues po...

The evolving expectations of family governance practices and family transitions are bringing a more diverse set of family members into the heart of family operations—including those members who self-identify (or could be identified) as FINANCIAL CREATIVES. Financial Creatives: those creative, but slow to open financial reports; entrepreneuria...

Policy and Taxation Group commissioned important research by leading pollster Frank Luntz to understand why resentment toward high net worth individuals has increased so much in recent years and what the impact of heightened class conflict has been and will be on the future of the fight for estate tax relief. As Policy and Taxation Group has ...

The Sackler family has been a multi-generational investor in hedge funds for over 20 years. They recently transitioned a portion of their portfolio from traditional limited partnership structures into liquid alternatives, also known as alternative mutual funds or ’40 Act vehicles. Are these vehicles the truest form of innovative disrupt...

Julio Cazorla will share some of the leading practices implemented by the family, including the Critical Controls Checklist that his management team uses to manage key projects in the family office.We will review their Human Resources process for Performance Management and Performance Measurement and Julio will discuss how firm-wide metrics are dev...

Do you have...or are you considering engaging individual trustees for your family's trusts? Do you currently service as...or are you considering being a trustee of your family's trusts? All too often trustees are not aware of the challenges, obstacles and inherent risks that can arise in establishing and maintaining a complex fi...

“What can I do to ensure the wealth has a positive impact on the next generation?” While there is not a silver bullet solution or a guarantee of success, this session will provide insights and examples to help parents, family office professionals and wealth advisors address this common question. Jill will provide concrete tools, guideli...

As a student, Adam Braun, was inspired by a film to travel to developing countries to see poverty firsthand. In India, he asked a boy he encountered what he wanted most. The reply stunned him: "a pencil." Braun gave the boy his pencil and never forgot how his face lit up. He returned home with a goal of starting an organization to r...

As a respected leader in the Bemberg Family, Mr. de Ganay will share some of his family’s history spanning 6 generations. He oversees the Quilvest Wealth Management business and was involved in selling the business the family owned together for over 120 years. The respected governance process that the family has developed over time has ...

For the past 25 years, FOX has been at the forefront of identifying trends and best practices driving growth and change within the private wealth industry. Sara Hamilton will identify key opportunities for enterprising families in a global economy, describe trends that are changing the landscape, and share insight into what the next generation of l...