Wealth Management & Family Office Summit 2009

Tuesday October 6th, 2009 to Thursday October 8th, 2009

Category: Private Wealth Management

Venue: Hilton Waldorf, London, United Kingdom

This annual event provides you with the best opportunity to benchmark, hear current best practice and network with your peers.

Hear topical debate on:

  1. Family Office Flagship for Change in Wealth Management Sector
  2. Setting up a Family Office Today: How & Where
  3. The Importance of Formal Family Governance in the Credit Crunch
  4. Interview with a Private Bank: How Useful is a Private Bank in Today’s Climate?
  5. Followed by Q&A session on ‘Getting Help with Structuring Your Assets’
  6. Insurance Risk Management
  7. Global Economic Overview
  8. Case Study in Setting up a Private Trust Company
  9. Due Diligence for the Family Office
  10. Protecting Yourself from Scandal & Fraud
  11. Custody & Reporting for Family Offices
  12. Risk Management for the Family Office
  13. Non-Correlated Investment Strategies: A Look at the US Life Settlement Market
  14. High Impact Philanthropy
  15. ‘A Revolution is Brewing for the Wealth Management Industry’: How the Wealthy are Changing the Way They Manage Their Wealth
  16. Practical Issues & Alternatives for UK Non Doms

2 Pre-conference workshops

  1. Succession Planning in Difficult Times

  2. UK Resident Non Domicile Tax Planning

Register online or Call:

Customer Services Tel: +44 (0) 20 7017 7790