May 10-11, 2012
The Ritz-Carlton Reynolds Plantation
Greensboro, GA

Visit www.iifamilyofficeforum.com for further information.

Where Do We Go From Here?  Find the Right Path for Affluent Families Amid Ongoing Uncertainty

The 3rd Annual Institutional Investor/Gleneagles Group Family Office Wealth Management Forum will offer a range of views, ideas and opinions on both the broad issues families need to be informed about, while closely reviewing the risks and opportunities inherent in the decisions available to them.

As market volatility and instability have persisted, the question affluent families are asking is what will it take to put the nation, and the world, on a path toward renewal that will provide the basis for sustained economic growth. It is understood that the key to this effort is having the appropriate policies in place to address unemployment, deficits, wage stagnation, widening income disparities, the national debt and the structural issues pertaining to entitlement programs, all of which continue to undermine progress three years after the depths of the credit crisis. How to pursue these goals remains the biggest barrier.

Please note that this meeting is invitation only to qualified family office executives and family members. Family office executives, family members and high-net-worth individuals who are interested in receiving an invitation to attend the Family Office Wealth Management Forum should contact Usha Usha Bhate at 212-224-3429 or ubhate@iiforums.com. There is a small fee to attend the conference, if you qualify.

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June 11-12, 2012
Hotel Viking
Newport, RI

Visit the RIA Investment Forum minisite for more information.

Evolving Asset Allocation

Institutional Investor Forums RIA Investment Forum will focus on the investment strategies that RIAs must understand to meet their clients’ needs. Each day and a half Forum will provide them with the information to make appropriate recommendations to their clients and compete for assets.

If you are interested in being considered for an invitation please contact Steve Olson, Editor in Chief / Executive Director, at +1 (212) 224-3943 or at email solson@iiconferences.com.

October 15-16. 2012
The Ritz-Carlton
San Francisco, CA

Visit the RIA Investment Forum minisite for more information.

Evolving Asset Allocation

Institutional Investor Forums RIA Investment Forum will focus on the investment strategies that RIAs must understand to meet their clients’ needs. Each day and a half Forum will provide them with the information to make appropriate recommendations to their clients and compete for assets.

If you are interested in being considered for an invitation please contact Steve Olson, Editor in Chief / Executive Director, at +1 (212) 224-3943 or at email solson@iiforums.com.