April 28, 2020 2 PM - 6:30 PM CDT
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Inside the Family Office: A Forum for Partner-Level Professionals
Serving family offices comes with a unique set of dynamics and challenges. As a partner in your firm, what do you need to know to best work with these important clients?
At our Spring 2020 Family Office Program, you’ll hear a range of helpful perspectives — including directly from family office representatives themselves. We’ll cover:
• Hot Topics and Trends for Family Offices
• Direct Investing Versus Traditional PE: A Family Office Debate
• From Stuck to Thriving: How HNW Families Accelerate Wealth Continuity
A highlight will be “Direct Investing Versus Traditional PE,” a spirited and insightful debate between family office and private equity panelists on the merits of buying companies directly or as a limited partner with a PE firm.
Scaled back from the traditional full-day conference, this program is designed to be more intimate and focused. It is open exclusively to partner-level professionals, so you can expect a high-level discussion.
Join us for an informative afternoon, followed by a happy hour for further conversation and networking.
Whether you serve family offices or are looking to develop knowledge and relationships in this arena, you’ll come away with valuable insights and connections.
Space is limited — register today!