ACG DFW 2014
Thursday, January 16th
Dr. Ted Jones, Stewart Title’s Chief Economist, will be the keynote speaker. We will have a panel to discuss industry trends affecting the North Texas market.
A special thanks to our sponsors:
2:30 - 3:00 pm Networking and Registration
3:00 - 5:30 pm Economic Forum
5:30 - 7:30 pm Networking Reception, Cocktails & Hors d'oeuvres
$70 ACG Members, $85 Non-Members
Late and at the door registrants: $80 ACG Members, $95 Non-Members
Early and online registration deadline 11:59pm, Tuesday, January 13th, 2014
After that you may still join us and register at the door.
The Evolution of Family Office Investing
"You Know What a Family Office is, Right?"
An Independent Investment Manager’s Perspective
The term Family Office (or FO) has recently floated to the top of the professional advisor’s lexicon as a staggering amount of wealth has been created by the sale of private companies owned and run by multi-generational families. The term "Family Office" has evolved over time as the domestic and global economy has ebbed and flowed. If you’re confused if you should: a) create an FO, b) be working with an FO, or c) just want to be able to join the cocktail party discussion this holiday season…you’re not alone. The objective of this article is to add clarity to this important concept as the FO has become synonymous with wealth in general. We will first define an FO and discuss its potential structure. Next, we tackle a key topic - The future of investment advice for the FO.
I’ll Know One When I See One - What is a "Family Office"?
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