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Event Details
In this Master Class you will learn how to structure, manage and perform a strategic operational assessment of your family office using the Family Office Metrics Enterprise Risk Management™ framework developed over our ten years of serving 100+ clients. This Master Class will enable you to benchmark your business practices in light of family office industry standards. In the Assessment and Review, you will identify areas for immediate action and improvement.
| 8:00 – 8:45 |
Breakfast and Registration |
| 8:45 – 9:15 |
Introduction and Overview |
| 9:15 – 10:30 |
Organizational Vision, Structure and Staffing |
| 10:30 – 10:45 |
Networking Break |
| 10:45 – 12:00 |
Investment Management |
| 12:00 – 1:00 |
Luncheon |
| 1:00 – 2:15 |
Finance, Accounting and Reporting |
| 2:15 – 3:15 |
Tax Strategy |
| 3:15 – 3:30 |
Networking Break |
| 3:30 – 4:15 |
Fiduciary Oversight and Planning |
| 4:15 – 5:00 |
Technology - Software, Hardware, Network and Security |
| 5:00 – 5:15 |
Wrap-Up |
This course will be led by the Founder, President and CEO of Family Office Metrics, Jon Carroll.
View a detailed brochure!
Family Office Metrics LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE sponsors, 150 Fourth Avenue North, Suite 700 Nashville, TN 37219-2417. Website: www.nasba.org.
Sponsored learning activities are measured by program length with one 50 minute period equal to one CPE credit. One half CPE credit increments (equal to 25 minutes) are permitted after the first credit has been earned in a given learning activity. Please note that not all state boards adopted this rule. Some participants may not be able to use one half credit increments. This course is offered as a Group Live course. It is an overview course. The recommended CPE credit for this course is 7.5 credits. For more information regarding administrative policies such as complaint and refund, please contact our office at (212) 847-7450.
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When & Where
330 Madison Avenue
9th Floor
New York,
10017
Wednesday, February 9, 2011 from 8:00 AM to 5:15 PM (ET)
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Family Office Metrics
Family Office Metrics is the leading provider of technology, operations and strategic consulting to the family office marketplace.
We focus exclusively on the family office to provide business and technology solutions that help family offices better serve their clients. We also work with ultra high net worth clients who are considering starting or joining a family office.
