Tuesday, June 9, 2015DAY ONE—PFTC Decisions: Do We Want a Private Family Trust Company? Assessing Impact, Creating and Operating a PFTCAs a family considers whether their own PFTC would be the best trustee to make discretionary decisions for how their wealth in trust will be invested, managed, distributed and spent, what do they need to know about ...
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Tuesday, June 9, 2015DAY ONE—PFTC Decisions: Do We Want a Private Family Trust Company? Assessing Impact, Creating and Operating a PFTCAs a family considers whether their own PFTC would be the best trustee to make discretionary decisions for how their wealth in trust will be invested, managed, distributed and spent, what do they need to know about ...
Tuesday, February 9, 2016PFTC Decisions: Do We Want a Private Family Trust Company? Assessing Impact, Creating and Operating a PFTCPre-Symposium Workshop - For Those Exploring Forming a PFTC7:30 am - Registration & Breakfast9:00 am - Welcome and IntroductionsProgram Hosts: Ruth Easterling, Managing Director, Member Services, PFTC Network Modera...
SpeakersPaul E. Cameron, President, Gamble Partners I serve a family in the San Francisco Bay Area through their single family office. After 25 years in public accounting I surrendered my partnership as a final act of “being too hard to manage”* in 1999.Drawing on my professional experience working with many family-owned and operated businesse...
Thank you to our gracious 2016 Private Family Trust Company Workshop and Symposium sponsors! Program Sponsors FOX Private Family Trust Company Network Sponsors Event Home | Agenda | Accommodations | Speakers | Sponsor | Brochure Download
Agenda / Accommodations / Speakers / Sponsors
Hotel Option 1: Shelborne Wyndham Grand South Beach1801 Collins Ave Miami Beach, FL 33139Phone: (305) 531-1271 Room Rate: $309.00 (+ 13% occupancy tax) per night. How to Make a Reservation:Call: 305-341-1300 or 877-999-3223Mention Family Office Exchange when you make your reservation. Note: Reservations must be made by Frid...
Agenda | Accommodations | Sponsors | Brochure DownloadBruce BeneshGrant ThorntonBruce is a tax partner with Grant Thornton LLP and has more than 35 years of experience in executive compensation, tax planning relating to compensation arrangements and international human resource consulting. Before join...
Agenda | Accommodations | Speakers | Brochure DownloadThank you to the 2015 FOX Global Investment Forum Sponsor: Are you interested in sponsoring the 2015 FOX Global Investment Forum? If so, send an e-mail to info@familyoffice.com.
Agenda | Speakers | Sponsors | Brochure Download Accommodations:Harvard Club of New York City 35 West 44th Street New York, NY 10036Phone: 212.840.6600Room Rate: $345 (single/double occupancy for“Queen with Bath” rooms) per night plus 14.75% taxand $3.50 NYC occupancy su...
Accommodations | Speakers | Sponsors | Brochure DownloadThursday, September 10, 20158:00 am – Registration and Breakfast8:45 am – Welcome and Introductory Remarks9:00 am – Creating Greater Client Engagement in the Investment Conversation*Speakers: Michael A. Cole, President, and Daniel J. Rauchle, CIO,...
Agenda | Accommodations | Speakers | Sponsors Tuesday, December 1, 20158:00a.m.Registration Opens and Breakfast9:00a.m.Welcome and Opening Session – Building Blocks to Develop a Strong Family Enterprise View Speaker: Sara Hamilton, Founder and CEO, Family Office Exchange There is an art and a...
Agenda | Accommodations | Speakers | Sponsors Thank you to our 2015 FOX Global Owners Forum sponsors Are you interested in sponsoring the 2015 FOX Global Owners Forum? Email info@familyoffice.com for more information.
Agenda | Accommodations | Speakers | Sponsors | Brochure Download
Purpose of the Forum: The 2015 FOX Global Investment Forum will foster smart, investment focused conversations among peers on trends, opportunities, processes, and best practices for multi-generation families with an educational slant and actionable takeaways. Who Should Attend?: Attendance is limited to sophisticated investment decision-maker...