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NAVIGATING THE FUTURE: ENGAGING FAMILIES & FAMILY ENTERPRISES IN TRANSITION 

September 24-26, 2018

8th Annual Forum

Georgia Tech Hotel & Conference Center


“This extraordinary forum provides education, networking, and learning opportunities for family offices and family-owned businesses, as well as a venue for the exchange of great ideas.
— Greg Gerhard, Director of Programs & Partnership, Southeastern Council of Foundations

Keynote Speakers

Mitzi Perdue

Monday September 24

1:20PM - 2:45PM

CAL TURNER JR.

Tuesday September 25

8:30AM - 9:30AM

MARK PRATER

Tuesday September 25

Dr. John Townsend

Wednesday September 26

10:15AM - 11:30AM


Thank you for your interest in the 2018 Southeastern Family Office Forum.  Please register all attendees from your family at the same time.  If you have any questions or need assistance with registration, including adding, removing or substituting an attendee, please e-mail the Event Manager at info@sefof.org.

The following registration fees include all registration materials, seminars, breakouts and events. In addition, registration includes Monday night dinner, lunch on Monday and Tuesday, breakfast on Tuesday and Wednesday, and the opportunity to attend a sponsor hosted dinner on Tuesday evening.

 

early bird pricing through July 31:

First Family Member:           $1,595

Each additional members:   $995

 

Standard pricing Beginning August 1:

First Family Member:           $1,895

Each additional members:   $1,295

 

No refunds will be issued after September 14th.  Refunds will be sent within 30 days of the end of the conference. Payments will be processed through Stripe's secured processing system.  It is not necessary to have a Stripe account.


Our Purpose

Few issues are of greater importance than perpetuating a family's values, heritage, philanthropic activities, wealth and inter-generational relationships... but success requires thoughtful, proactive planning. The purpose of the Southeastern Family Office Forum (the "Forum") is to create a peer-to peer educational and networking opportunity in a safe, academic environment for families of significant wealth from across the Southeast.  Staffed by scholars, industry experts and family members, the Forum provides thought leadership and insight into a variety of issues through a highly interactive, thought provoking format.

Attendance is for qualified attendees. Our program is open to families and family enterprises and/or their executives. 


Confidentiality & COde of Ethics

Open communications, sharing of experiences, and networking are key to the success of SEFOF participants and greatly enhance their experience. However, complete confidentiality is critical to facilitating such interaction, and by registering for this program, attendees agree to keep all information in the strictest of confidence. It is also recognized that in addition to serving their own family, some families provide investment advice or other services to outside families. As part of the SEFOF code of conduct, attendees are expected to adhere to a strict no solicitation policy. Violation of this Code of Conduct will result in the immediate dismissal of the attendee with no refund of registration.