Staying on Track: Ideas and Solutions to Help Preserve Your Family Legacy

The investment landscape is looking significantly improved for investors, especially for family offices which typically have the ability to be opportunistic and yet invest with a longer-term time horizon. At the same time, many of the non-investment related issues — such as preserving and transferring wealth, inter-generational communications, smart philanthropy policies, and governance — remain perplexing at best and confounding and crippling at worst. How many families and/or family offices can truly attest that they have solves these matters?

This year's Family Office Wealth Conference will provide family members and executives with a forum to learn about the issues other families are grappling with and, as importantly, the strategies they've employed to deal with them. Over the course of the program, attendees will assess the full range of critical matters confronting today's affluent families, including such topics as:

  • Formulating an asset allocation plan for future generations
  • Identifying portfolio risks — deciding how often to reallocate
  • Can you apply the endowment model to the family office? Should you?
  • Investing successfully in infrastructure, venture capital, and hedge funds
  • Protecting wealth when things fall apart
  • Trends in private equity, including secondary deals
  • Liquid substitutions for fixed income / cash alternatives
Governance and Operations
  • How do you manage up within your family office?
  • Best practices for the family office — registration requirements
  • Cybersecurity, data, and privacy issues
  • Multi-generational wealth discussion — Implementing a plan to preserve, grow, and give away wealth over generations
  • Setting appropriate boundaries for family members

PLUS The Family Office Think Tank: Two Interactive Sessions for Peer-to-Peer Advice open only to family office executive and family members.

Institutional Investor's Family Office Wealth Conference offers a forum in which a variety of perspectives, ideas, viewpoints, and solutions will be provided on these and other topics essential for affluent families to assess as they chart the best course toward their family's objectives.

Featured Speakers

David A. Levy
Jerome Levy Forecasting Center

David A. Levy is Chairman of the Jerome Levy Forecasting Center, a consulting firm which provides macroeconomic research and investment strategy services to hedge funds. He is the world's foremost expert in applying the Profits Perspective to economic analysis, with over 30 years of professional forecasting experience. On multiple occasions, Levy's maverick analysis and interest rate forecasts have led to extraordinary gains in financial markets for clients. He is one of few economists to have successfully forecasted the financial crises that accompanied each of the last three recessions. He is among an even smaller group who successfully profited on those forecasts. Levy has given briefings, consultations, and testimony to members of Congress, administration officials, and Federal Reserve governors. He was appointed by President Clinton to the Commission to Study Capital Budgeting in 1997. Levy is frequently quoted in the press and regularly appears on major broadcast and cable networks, including Bloomberg, CNBC, and BBC. Levy is the author of many articles and the coauthor, with S Jay Levy, of Profits and the Future of American Society, published by HarperCollins. He graduated from Williams College Phi Beta Kappa with a B.A. in mathematics and received an M.B.A. from the Columbia University School of Business.

Ron Suskind
Author and Commentator

Ron Suskind is the author of Confidence Men: Wall Street, Washington and the Education of a President, a sweeping narrative about the fall of the U.S. economy, the rise of Barack Obama, and the President's harrowing battles to take his control of his White House and earn the confidence of the American people. Mr. Suskind is also the author of the New York Times bestsellers The Way of the World, A Story of Truth and Hope in an Age of Extremism, (2008); The One Percent Doctrine, Deep Inside America's Pursuit of its Enemies Since 9/11, (2006); The Price of Loyalty, George W. Bush, the White House, and the Education of Paul O'Neill, (2004); and the critically-acclaimed bestseller, A Hope in the Unseen, An American Odyssey from the Inner City to the Ivy League. (1998). From 1993 to 2000, he was the senior national affairs writer for The Wall Street Journal, where he won the Pulitzer Prize. He has written for the New York Times Magazine and Esquire, and is a distinguished visiting scholar at Dartmouth College.

Shaun Tomson
Author, Environmentalist, New Wave Thought Leader

Shaun Tomson is recognized as one of the pioneers of professional surfing and the multi billion-dollar industry surf industry. He founded and sold two $50 million clothing brands — Instinct in the 80's and Solitude in the 90's. He is the author of the best-selling book Surfer's Code, and the writer and producer of the award-winning documentary film Bustin' Down the Door. He is a Business Administration and Finance graduate from the University of Natal. He is a World Professional Surfing Champion, an inductee in the Jewish and South African Sports Hall of Fame, the US Surfing Hall of Fame, and has been described as one of the greatest surfers of all time (Surfing Magazine) and one of the most influential surfers of the century (Surfer Magazine).