Today there are more then 750,000 individuals or families with a net-worth of US$20 million or more controlling an aggregate of US$97 trillion. More than ever, these wealthy individuals and families are considering either establishing their own family office or working with a multi-family office. There’s no question that the family office model is in great demand.

The complication is that most people don’t have a good grasp of the family office world. The term “family office” is thrown around so easily now-a-days that many people don’t have a very good idea of what differentiates a true well-functioning single- or multi-family office from all the wanna-bes.

Designed by the family office experts at The Bavelas Group and Prince & Associates, this workshop is designed for professionals in the family office universe – the executives at single and multi-family offices – as well as the wealthy themselves. Discussion, guided analysis and leading authorities in the field will make the session highly interactive and stimulating.

Who Should Attend?

• Single-family offices wanting to benchmark themselves against their peers.
• Multi-family offices wanting to understand the best practices being currently employed.
• Affluent individuals looking to either set up their own family office or entrust their wealth to a multi-family office.

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The Premier Alternative Investment Event
designed exclusively for financial advisors, wealth managers and family offices





The Westin Chicago River North, Chicago • July 27-28, 2010

This event will bring together readers from Financial Advisor and Private Wealth magazines, including financial advisors, RIAs, independent and wirehouse reps, private bankers, wealth advisors, trust officers and family offices to learn about and discuss various categories of alternative investments, including: REITs, Hedge Funds, Speacialty ETFs and Mutual Funds, Private Equity, Managed Futures, Options, Commodities, Derivatives and Structured Products, Life Settlements and Premium Finance.

For more information please visit: www.altinvconference.com

Platinum Sponsor

An Exclusive 12-Month Coaching Program
The Family Office Solution

Designed and Directed by Russ Alan Prince

with Hannah Shaw Grove and Richard J. Flynn

Value-Based Pricing
You decide the cost!

Results Driven Curriculum
No busy work, just activity that delivers!

Faculty of Industry Leaders
Access to proven track records!

Market conditions dictate that successful investment advisors must focus more narrowly on the super-rich to sustain and evolve their success, deliver the greatest value to clients, and be appropriately compensated. For many such professionals, the answer is to build a customized multi-family office that will allow them to attract a highly desirable and profitable clientele and showcase their expertise.

The Family Office Solution is for investment advisors that want to fast-track to success with the super-rich, improve their ability to find and retain ultra-affluent clients and take advantage of state-of-the-art strategies and techniques while dramatically increasing their personal wealth.

Once enrolled in The Family Office Solution you will take part in a multi-day group coaching workshops to develop new skills and learn best practices, participate in monthly conference calls to overcome obstacles and maintain momentum, and build a personal library of research-based texts and references that will provide a lifetime of support.

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Click here to download the Family Office Coaching program guide

For more information or to reserve your spot now,
please contact Steve Kimball at 732.450.8866, ext. 12 or skimball@pw-mag.com

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Creating a Multi-Family Office Practice
Guidelines for Financial Advisors Targeting the Financial Elite

Directed by Hannah Shaw Grove and Richard J. Flynn

November 4, 2010 · Los Angeles, CA

Designed by the family office experts at Prince & Associates and Rothstein Kass, this workshop is intended to provide participants with insights and perspectives they can use immediately. Discussion, guided analysis and case examples will make the session highly interactive and stimulating. The goal of the workshop is to enable participants to apply what they learn to create their own multi-family office and cultivate the exceptionally wealthy – families worth $20 million or more – by providing them with holistic, value-added approach.

Who Should Attend?

• Financial advisors wanting to be more competitive for business of the wealthiest families.
• Multi-family office providers wanting to refine their business models.
• Senior managers responsible for the family office services of their firms.
• Other advisors wanting to become more knowledgeable about the family office universe.

Click here to view the agenda and registration pages

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For more information on this workshop
please contact Steve Kimball at 732.450.8866, ext. 12 or skimball@pw-mag.com

SAVE THE DATE

13th Annual Financial Advisor Symposium

November 17-19, 2010
The Peabody Orlando

Attend the Financial Advisor Symposium and:

• Learn new tools and strategies for growing your business and your clients’ portfolios in the current market environment

• Experience great network opportunities with your peers & industry insiders

• Discover how to manage retirement assets in choppy markets

• Hear how the tax implications of the upcoming presidential elections will affect your clients’ portfolios

And much more… 

Click here to register