The appeal of the family office model is growing worldwide and exponentially. The wealthy (defined as having a net worth of $20 million or more, and controlling more than $100 trillion) are increasingly gravitating to the family office model. For the most part, these exceptionally wealthy families are looking for more from their financial advisors than ever before. Not only are they desirous of high-quality financial services and products, they are also interested in a wide range of value-added services.

While the wealthier members of this cohort are establishing their own single-family offices, most are choosing to work with multi-family offices of all varieties. Without question, the real impact will be the movement by the very wealthy to multi-family office practices. This creates a significant opportunity for financial advisors and other professionals who can structure their practices as multi-family offices and brand themselves as such.

This conference, intended to provide participants with insights and perspectives they can use immediately. The goal of the conference is to enable participants to apply what they learn to establish their own multi-family office and cultivate the exceptionally wealthy – families worth $20 million or more – by providing them with a holistic, value-added approach