The 11th Annual Family Office Wealth Conference

Understanding and Prospering from the Shifting Sands of Global Transformation

September 26-28, 2010
Montage Resort & Spa
Laguna Beach, CA

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The world has quickly come to accept that economic growth, and the power and influence that comes with it, is shifting toward emerging and developing nations, China foremost among them. As a result of this shift, the developed world will likely need to go through a period of realignment to better balance their economies in order to support their domestic markets and populations. The severe global economic decline has enforced this view as well as clarified the extent to which it is occurring, while perhaps accelerating the pace of this development.

At the same time, the huge economic meltdown we have been through, along with the exacerbated fiscal problems it has brought to the developed world have created what are probably unique investment opportunities that families would be remiss to ignore. In addition, of course, the global nature of business enterprises today means that many domestic companies that operate internationally will profit from the evolutionary changes that will take place over years, if not decades.

In conjunction with all the pressing investment considerations families have to ponder, they must also contend with uncertainty about tax rates, regulations, government intervention in the markets, whether we are entering an inflationary or deflationary cycle, how we will ultimately deal with our massive deficits and debt—and what it all means for interest rates and the dollar—the unstable geopolitical environment, and a variety of other issues that don’t lend themselves to easy analysis or understanding.

The 11th Annual Institutional Investor/Lido Consulting Family Office Wealth Conference will examine these and other essential issues families must contemplate as they navigate in a world that at this moment presents more questions than answers then at any time in recent memory. In the process we will evaluate an assortment of investment options to unearth where the best opportunities may exist and where the greatest risks may be lurking. We will also determine what other affluent families are doing or considering when it comes to investing in various strategies, regions, sectors and asset classes.

With the involvement of numerous experts, experienced family office executives, family members and others, the 11th Annual Institutional Investor/Lido Consulting Family Office Wealth Conference will provide a unique chance for families to discuss essential issues, share ideas and information, and informally review a diversity of options that will help them make informed decisions underpinned by their individual standards, values, objections and family circumstances.

Qualified family office directors and family members who are interested in attending the Family Office Wealth Conference, which is by invitation only, should contact Usha Bhate at telephone (212) 224-3429 or via email at ubhate@iiconferences.com.

Service providers interested in speaking/sponsoring the Conference should contact Usha Bhate at telephone (212) 224-3429 or via email at ubhate@iiconferences.com.