Family Wealth Investing Forum

Sydney	Tuesday 25th May 10
Melbourne	Thursday 27th May 10

Coverage

The Family Wealth Investing Forum convenes some of Australia's very best advisers to wealthy families. The forum will feature practical strategies for managing investments within a family situation, benchmarking those investments and delving into the operational planning that is required to develop a constant investment policy on behalf of wealthy clients.

Programme overview

Developing the framework for family wealth investing

• What's different about investing for wealthy families?
• How do we build a "living investment policy" for our families?
• The role of the family investment committee

Capital preservation and the next generation

• Educating the next generation of family members on investing
• Managing investment succession within a family group

Strategic Vs Opportunistic investing for enterprising families

• Asian family offices and how they invest
• Where are the unique investment opportunities for wealthy families?

Risk management & benchmarking

• How should risk be approached within the family investment framework?
• Efficient structures and management of tax in investment portfolios

Download Event Program

The event program is provided in PDF format. This allows you view and print it high resolution. You will need the free Adobe Acrobat Reader software to view these file types.

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Event Blog

The event blog contains downloadable papers and documents as well as an open Q&A forum for all your questions before or after the event.

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