Family Office Forum
The Family Office Forum provides a venue for family office and family foundation executives to discuss and learn about issues unique to their situations. In facilitating these discussions, the Family Office Forum examines pivotal issues and presents experience-driven knowledge about family offices, covering topics such as:
- Asset allocation
- Charitable giving
- Compensation
- Family limited partnerships
- Education for the next generation
We understand the sensitive nature of many family office and foundation issues, and we have created an absolutely confidential environment for all programs. You will feel comfortable discussing the issues that matter to you with leading family office and foundation peers in our private programs.
To maintain this special environment, our membership is limited to non-family executives of family offices and foundations. Contact us today to learn how you can join us.