Memberlink® - Recommended - Setting up a Family Office



			Safeguarding Investments: Finanial Controls in the Family Office AUDIO RECORDING This session will discuss how investors and family office professionals can better assess the effectiveness of their financial operations, controls and oversight protocols.

			The Grill®: New Technological Platforms in the Family Office AUDIO RECORDING In this session, three firms will compare and contrast their differing family office platforms and argue the merits of their approaches to portfolio accounting, partnership accounting, and consolidated reporting.

			Family Office Compensation Survey SURVEY RESULTS The most recent IPI survey on family office executive compensation presents positive findings for family office executives: overall compensation is higher and is matched with a high level of job satisfaction.

			Does Your Family Office Need to Register as an Investment Advisor? AUDIO RECORDING In late 2005, the SEC declined to give blanket relief from investment advisor registration to family offices. Martin Lybecker discusses the implications of this SEC letter for family offices.

			Risk Management in the Family Office: Directors and Officers Liability, Employee Benefits and Other Issues AUDIO RECORDING Patricia LeBon gives an overview of the Risk Management process for the Family Office, identifies those unique risks, and discusses solutions relative to risk conrol as well as risk transfer.

			Family Office Run by the Family AUDIO RECORDING Charles Grace, III, discusses the complex roles of family members working in family businesses and the unique challenges of a principal who also acts as the professional for the family.