The number of family offices keeps increasing and accelerating every year all over the world. When entrepreneurs sell their enterprise, most believe they are then rich forever. Nevertheless experience shows that quite a few lose a very large share of their fortune in five to ten years.

 

Why? Because whilst they were good at making money through their industry or service corporations, former entrepreneurs don’t possess the skills and know-how required to develop their new mostly financial activities.

 

Beyond the two basic bad moves : giving full responsibility of one’s fortune to a portfolio manager and forgetting to control or deciding to take care by oneself of all the necessary financial moves, there are quite a lot of wrongdoings that the former entrepreneur is inevitably subject to and lead him to failure.

 

Those mistakes are related to:

• Failure of setting up a secure legal strategy, failure of developing a safe tax scheme, failure of protecting the trans-generational interest in their family
• Poor allocation of resources, poor timing, poor risks control, poor adaptation of strategy along with the environment changes, poor global control
• Deep analysis of those mistakes along with advice on how to avoid them will be the core of this seminar

Very successful former entrepreneurs, including some who did not fare well in their activities of protecting their fortune, strategists in private equity and other specialists, for instance in asset and wealth protection will turn these two days in an invaluable experience that will contribute not only to the preservation of your wealth, but most important to its enhancement.

 

The main topics to discuss in this conference:

• The market: An overview of the current economic situation in the world in relation to the Family offices
• Family offices managing risk: Can family offices rely on external rating agency.
• Operating modules: The best practice for family offices.
• Strategic asset allocation:  What are the determining factors when family offices incorporate hedge funds into their portfolio in 2009?
• Re-assessing real estate as an asset class: Is real estate still the durable investment
• The way ahead for family offices as they open the doors
• Investing in recession
• Custody and administration
• Families dealing with change
• Family independence and coalitions
• The Importance of family governance
• The Private Trusts Companies & family offices

Glossary

Download the conference programme

With the best experts on Family offices...

 

Mr Francis Akpata

(Director, Plymouth Capital) United Kingdom

Dr Steen Ehlern

(Managing director, Ferguson Partners Family Office) Switzerland

Dr Ariel Sergio Goekmen

(Director, Credit Suisse Head Office) Switzerland

Ms Barbara Hauser

 

Mr Paul Stibbard

(Baker & McKenzie LLP) United Kingdom

Dr Christian Raubach

(Managing Partner, Wegelin & co) Switzerland

Mr Stephen Pallister

(Partner, Charles Russel LLP) United Kingdom

Mrs Justine Markovitz

(Principal, Withers LLP) Switzerland

Mr Constantin Salameh

(Chief Operating Officer, Emirates International Investment Company) United Arab Emirates

Mr Armin Vogel

(Managing Partner, Primores) Switzerland

Mr Mark Lynam

(Managing Director, ICF Management Ltd) United Kingdom

Mr Pierre Condamin-Gerbier

(Managing Partner, Reyl Private Office) Switzerland

Count Albrecht Matuschka

(Managing Director, Matuschka Gruppe) Germany

Mr Giles Worthington

(Head of M&G European Equities, M&G Investments) United Kingdom

Mr Fred Fruitman

(Managing Director, Loeb Partners) United States

Mrs Rosalyn Breedy

(Founding Partner, Breedy Henderson LLP) United Kingdom

Mr Michiel Klooster

(Klooster Family Office) The Netherlands / United Kingdom

Mr Jean Carl Cohen

(Founder, Shagya Capital) Switzerland