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Pre-Conference Workshop: Designing and Professionalizing the Family Office

Single family offices can be defined as legal vehicles used to help oversee, manage, and coordinate – in an integrated and even holistic manner - substantial private wealth on a customized basis. With that in mind, what should be the focus when building out the infrastructure of the office or refining the strategy? The workshop will focus on tactical and strategic elements that can help family members and senior family office staff when establishing an office or taking it to the next level. There will be an examination of why and how a family office can be made effective and best serve the family.


Charles B. Grace III | Managing Director, Family Office Exchange

There will be a guest speaker from our Family Office Executive Faculty

Earlier Event: September 23
Pre-Conference Workshop Registration
Later Event: September 23