Date: 17/06/2009 Venue: Withers, 16 Old Bailey, London EC4M 7EG Invitation - IFB Family Office Forum Workshop
Chairman: Paddy Walker, J. Leon & Co
Held with the generous support of Northern Trust and Withers.
A Family Office Roadmap:
Do’s and don’ts of setting up a Family Office
Programme:
14:30 Registration
15:00 A Family Office Roadmap: Do’s and don’ts setting up a Family OfficeKeynote speaker: Kathryn M. McCarthy. Followed by a panel discussion including the participation of Tim Wates, Wates Family Holdings
16:50 Break
17:10 Workshops in small groups guided by expert moderators Discussion & summary of key learnings
18:30 Networking, drinks and canapés
Keynote speaker: Kathryn M. McCarthy
Kathryn McCarthy has over 25 years experience in advising wealthy families and managing family offices. She is currently a consultant to families and family offices, a director of the Rockefeller Trust Company (NY) and serves on several private family investment committees.
Programme Overview:
The following key topics will be covered: - Establishing principles for Family Office governance
- Adapting the Family Office to changing family needs and circumstances
- Managing the Family Office strategically – leveraging external resources
- Benefiting from the Family Office as a risk manager
- Balancing the strategic (long term) and tactical (day to day) roles of the Family Office
I do hope that you will be able to join us and should be grateful if you would RSVP either using the enclosed fax back form, by email to melissa.mays@ifb.org.uk or telephone Melissa on 020 7630 6250 as soon as possible. |