A high quality conference with excellent speakers covering a wide range of interesting topics.

- Jim Boden, Rothera Dowson

Family Office Wealth Management Conference


Why should you attend this conference? 

As families re-evaluate ‘risk’ following the global economic crisis and high profile investment scams involving trusted advisors, they are increasingly looking to establish policies and procedures to minimise the threats to the survival of their ‘Legacy Family’. The concept of ‘shirt sleeves to shirt sleeves in 3 generations’ is not a statistical myth. Families are turning to their advisors for more than just a routine administration of their affairs. They are now seeking guidance with the preparation of benchmark policies and standards to underpin the effective management of risk in its wider context.

Understanding the issues which differentiate the threats to families of significant wealth is critical to the advisor’s role and this conference is designed to focus on some of the key issues which families are addressing in the ‘post Madoff era’.


Take a look at what delegates said about last year’s Family Office Wealth Management conference:

"Covered a myriad of issues. Informative and thought provoking. Attendance essential" David Beck, FF & P Trustee Co Ltd

"Interesting conference which succeeded in covering a lot of ground whilst maintaining a high level of content" Kevin Offer, Chown Dewhurst LLP

"A scamper through the need for and requirements of a family office" Martin Cooper, Glympton Estates Ltd