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Family Office & Wealth Preservation Today

Critical knowledge helping you choose the right approach to your business-

Family Officers: Call now and get a FREE PASS (20 free passes available)

USD €  £  CHF
Standard registration rate
1330 850 675 1380
For 2 Delegates (750 EUR/pers.)
2345 1500 1190 2430
For 3 Delegates (600 EUR/pers.)
2815 1800 1430 2915
Special discount rate
1064 680 540 1104
Other payments
10 December 2008 Geneva, Switzerland
Conference Chairman
5.4 CLE credits available

Dr Steen Ehlern

(Managing Director, Ferguson Partners Family Office) Switzerland

 

 

There are two main approaches that a wealthy Family Office may choose to preserve and increase its wealth. Although developing appropriate knowledge on Operational aspects of Dedicated Family Offices and Multi-Family Offices is of utmost importance. There are a few extensive studies on those subjects and relevant knowledge remains in the hand of highly specialized experts and private institutions.

 

This one day event will also analyze and provide total understanding on how an office investment depends on numerous strategic layers, especially:

  • The advantages and the costs (investment commissions, honorary commissions, cost analysis) incurred by the used structure;
  • The team that is running the office (staffing, recruitment process, keeping the family officers on board);
  • The way that the office is run (Implementing governance by using a board of directors and advisors);
  • The decision making structures during Crisis;
  • The controls implemented (followed standards, autoregulation, benchmarks);
Moreover the legal aspects and liabilities of a MFO in case of litigation can impact the management process and as a consequence the profitability of the investment.

Finally, the potential for a label for FO to be created by an association or an organization will be discussed.

 

This conference aims to provide strategic knowledge to Family Offices and family Officers through a panel of experts having an extensive experience in managing / counseling Family Offices in a national and international scale. Private valuable studies will be unveiled through veteran family officers and advisers.

 

Additionally concrete advice will be given on the following topics:

  • How to improve and measure the efficiency of a Modern Family Office?
  • Advantages / Disadvantages of Family Offices and Multi Family Offices
  • Commissions vs honorary commissions
  • Learn how to align the interests of the family, the advisers and  the office
  • Latest  Technology Challenges and Solutions
  • Litigation in case of a Multi-Family Office
  • Importance of a risk budgeting investment strategy- Putting it into practice
  • Updating the Family Office technology platform
  • All About Globalization of the Multi-Family Office
  • How do MFOs Make Their Money? Using Innovative Methods to Ensure MFO Profitability

This conference will provide unique learning environment and equip participants with core and advanced practical competencies to assist in a total understanding of Family Office practices.

 

Don't miss your opportunity to join us for what we believe will be a highly informative, practical and engaging experience and network with an international pool of investors and decision makers.

 

 

Glossary

 

Conference Programme

 

Thanks to our partners...

With the foremost experts on Family Offices...

 

Mr Pierre Rodocanachi

(Managing Partner, Management Patrimonial Conseil) France

Dr Steen Ehlern

(Managing Director, Ferguson Partners Family Office) Switzerland

Mr Michael Maslinski

(Maslinski & Co Ltd) United Kingdom

Mr Charles Hamilton Stubber

(Director, Aon Private Risk Management Europe) United Kingdom

Mr Pierre Condamin-Gerbier

(Managing Partner, Reyl Private Office) Switzerland

Mr Brent Rendall

(Managing Director, Financial Objects) United Kingdom

Mr Sinan Öz

(Co-Founder, M.I.F. SA) Switzerland

Mr Ian Ledzion

(Axidia) Switzerland

Mr Andrew Nolan

(Head of Private Clients, Stonehage Group) Switzerland

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