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New York Family Office Workshop


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Event Date and Time: 
12/06/2013 - 9:00am - 5:00pm

Full-day family office training workshop covering direct investing trends, family office investment priorities, ultra-wealthy family planning, risk management best practices, investment insights, and fund manager selection preferences.

Benefits of Attending the New York Family Office Workshop:

  1. Hear directly from leading single family office and top multi-family office executives on how to operate, grow, and invest capital as a family office.

  2. Learn more about how to structure co-investments, source deals, and allocate capital directly and to investment funds. You will see first-hand what criteria family offices consider while selecting fund managers.

  3. Connect face-to-face with ultra-wealthy families, family offices, and industry peers to share resources and discuss opportunities to work together.

Visit website for more information.

Did you know...

The percentage of clients with annual revenues in excess of $500,000 increased over the last five fiscal years.
Graph for MBDA Client Portfolio made up by SGI Clients

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