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What's different about investing for the wealthy?
Discusses objective setting, risk, and endowment in the context of family investing Read more
Building a "living investment policy" for wealthy families
Discusses how to create a living investment policy, tips from the institutions, performance monitoring and approaches. Read more
Monitoring, reporting and the family investment committee
Discusses how families adopt investment disciplines and use investment committees and how we monitor and report on investment performance. Read more
Educating the next generation of family members on investing
in this session, Dennis Jaffe discusses how to educate the next generation of wealthy families with a few case studies. This includes how leading families approach education issues, what has worked, and psychological barriers. Read more
Investment Succession
Discusses investment succession plan, aligning asset allocation with investment style, tax strategies, contingency planning and investment policy. Read more
Asian family offices and how they invest
Discusses how Asian families approach investing, interesting aspects of Asian family offices and how investments are selected, monitored and managed for Asian based families. Read more
Unique investment opportunities for wealthy Australian families
Discusses the "sweet spot" for private investors, where have the best opportunities come from recently, where might they come from next, does taking opportunities quickly conflict with capital preservation objectives, and other opportunities. Read more
Efficient structures and management of tax in investment portfolios
We examine tax scenarios for private portfolios and then discuss the best way to achieve desired after-tax returns. Read more