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IIR's 4th Annual Wealth Management & Family Office Advisory Forum

About IIR's Wealth Management & Family Office Advisory Forum

  • Now in its fourth year, this conference has positioned itself as the must attend B2B Wealth Management & Family Office Conference
  • Addressing the most pressing issues facing advisors when managing the wealth of your clients, this event is focused on making your business and your industry more efficient through engaging with others in the wealth management industry
  • 20+ expert speakers and delegates from family offices, private banks, wealth managers and advisors
  • Networking drinks reception at the close of day one
  • NEW breakfast briefing on facing the challenges of banks and advisors in sharing knowledge and contacts

Download the latest brochure for IIR's Conference Wealth Management & Family Office Advisory Forum

Key discussions for Wealth Management & Family Office 2010 include:

  • Pulse Check: What are Family Offices Doing Now in Terms of Investment?  read more
  • Wealth Preservation & Growth Strategies in Today’s Climate: Speaking the Language of the Family
  • A Practical Approach to Setting up a Single Family Office  read more
  • How to set up a Family Office – What you need to know and some of the things you wished you didn't!
  • Family Governance & Wealth Protection
  • Integrating Philanthropy into Your Offering
  • Servicing Your Clients with a Holistic Approach to Investment
  • A Realistic Approach to Total Risk Management
  • Art Wealth Management
  • Succession Planning: Preparing the Next Generation
  • Selecting a Portfolio Approach to your Family’s Banking Arrangements
  • Achieving the Optimal Balance between Outsourcing & What to Keep In-house
  • Is Insurance a Lifestyle or Core Service?
  • Tax Planning for Families & Family Offices

Breakfast Briefing: Getting to Know Other Advisors

Don’t Miss: Breakfast Briefing 08:00–09:15, 24th November 2010

Getting to Know Other Advisers
This open forum will bring to light the existing challenges facing banks and wealth advisors when sharing knowledge and contacts. The briefing will analyse how the broad spectrum of wealth advisors are currently engaging with each other, examine what’s lacking, find the value-add, and importantly discuss ways to enhance and improve the efficiency of the industry and the way advisers work together .

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Wealth Management & Family Office Expert Speakers include:

Wealth Management & Family Office Expert Speakers include:

Rosalyn Breedy Partner Breedy Henderson

Simon Davis Director, Investment Management BDO IM

Ashley Crossley Partner Baker & McKenzie

Seb Dovey Managing Partner Scorpio Partnership

Ian Ledzion Founder Axidia

Caroline Garnham Partner Lawrence Graham

Hakan Hillerstrom Principal Hakan Hillerstrom Family Business Advisory

David Kilshaw Tax Partner KPMG

Past IIR Wealth Management Conference Reviews

"Good networking opportunities and peer contacts."
Ian Woodhouse

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