Thank you for attending the Family Office Leadership Summit USA

Family Office Intelligence is proud to announce the inaugural Family Office Leadership Summit USA - to be held in New York City on Thursday, 27th June 2013.

We provide a private forum for idea generation and insight sharing between family office professionals, building on nearly a decade of successful events in Europe.

Our agenda is being put together by leading family offices, ensuring an event that will deliver what the audience want. We will cover topics ranging from asset allocation and the economic outlook, running a single and multi-family office to hiring and staff retention strategies in a family office.

Family Office Leadership Summit USA

Attendance is exclusively available to family offices. Family members and professionals working within private family offices attend for free; non-family offices will not be admitted.

The Leadership Summit will provide an exclusive environment where our attendees can network with their peers, sharing both the problems and solutions that arise when running a family office.

There will be a limited number of speaking opportunities for non-family offices at the Summit; for further information please contact us.

Agenda information 2013:


KEYNOTE: Christopher Falkenberg, President, INSITE SECURITY

Programme highlights:

  • Christopher Falkenberg of INSITE SECURITY will open the conference with his keynote address: The world, it's economies and the outlook for wealthy individuals and families in North America

  • CEO Roundtable - The family office leadership debate. Leading family office CEOs will discuss the evolution of the US family Office

  • Two different family offices will present case studies sharing their experiences of setting up and running a family office within their model

  • During the CIO roundtable, key family office CIOs will discuss their asset allocation strategies towards emerging markets- where's hot and where's not?



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