World ResearchNational Group cordially invites you to attend the Family Office Forum Innovative Strategies and Contemporary Practices to Build Successful Investments and Operational Effectiveness for Single and Multi Family Offices January 30 – 31, 2012 • Beverly Hills, California Featured Industry Leaders: Richard Griffin Mike Kane Jeffrey Tumolo Giovanni de Partner Managing Partner Chief Investment Francisci THE PRITZKER KESTREL ASSET Strategist Portfolio Manager GROUP MGT TAG ASSOCIATES, PETSCHEK FAMILY LLC. OFFICE Steve Braverman Gregory Friedman Jon Crow John Febert Co-Founder & President & CIO Partner & Founder & Senior Client GREYCOURT & CO. Senior Client Managing Advisor Advisor President PATHSTONE MERISTEM FEBERT & FAMILY OFFICE ASSOCIATES, LLC. Mack International, LLC ● Aston Pearl ● MSF Capital Advisors • Carmen Bianchi Family Business Associates Handler Thayer ● Family Offices Group • Family Office Association ● Graymatter Strategies, LLC ● Point Advisors Family Wealth Dynamics • Beryl Consulting Group ● Wilshire Associates ● Peninsula Family Office LLC Madison Family Office Services, LLC ● Wind River Trust ● Heritage Wealth Counselors Organized by: TO REGISTER, CALL 800-647-7600 OR 781-939-2500 e-mail:
[email protected] • www.worldrg.com/familyoffice National Family Office Forum Dear Colleague, Who Should Attend As the US economy continues to be a volatile market, families are left with lingering questions that may significantly impact their investment and operational strategies. Focus will be on Single and Multi Family Offices, Family With SEC impositions creating volatile investment models, families are changed with how Members, Family Foundations they should structure their investment strategies and operational effectiveness to and Consultants, particularly produce a prosperous investment portfolio. on: • Founders This forum is geared toward providing successful strategies to improve your family office as well as to provide unparallel networking opportunities with your peers and industry • Senior Partners experts.