What’s Brewing in “Family Offices”?

Friday, February 19, 2021 // 8:00a.m. to 9:00a.m PDT.

What’s Brewing in “Family Offices”?

What Are Family Offices?

Family offices are private wealth management advisory firms that serve ultra-high-net-worth (UHNW) investors. They are different from traditional wealth management shops in that they offer a total outsourced solution to managing the financial and investment side of an affluent individual or family. For example, many family offices offer budgeting, insurance, charitable giving, family-owned business, wealth transfer, and tax services.

Join our speakers for a discussion:

• The Family Office overview
• Why should a micro-cap, small, medium or large cap company focus on family offices?
• How IROs can identify and reach family offices.
• What does FON and other outreach firms offer.

Andrew Schneider, CEO / FOUNDER, Managing Director of Palm Beach FOA
Peter Apostol, President of Palm Beach FOA