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Oct06

Wealth Management and Family Office Congress 2009

Bryony Jennings will be attending the Wealth Management and Family Office Congress 2009 on the 7th – 8th October 2009.


The Wealth Management and Family Office Congress 2009 will highlight the best practice in managing the wealth of ultra high net worth families and individuals.

Topical presentations will be presented on the following issues:

• Family Office Flagship for Change in Wealth Management Sector
• Wealth Preservation & Realistic Growth in Today’s Climate
• How the Wealthy are Changing the Way They Manage Their Wealth
• The Importance of Formal Family Governance in the Credit Crunch
• Due Diligence for the Family Office
– Protecting Yourself from Scandal & Fraud
• Setting up a Family Office - Determining the How & Where
– Practicalities of Establishing a Family Office in today’s Environment
• Case Study in Setting up a Private Trust Company
• Custody & Reporting for Family Offices
• Practical Issues for Non-UK Domiciliaries & their Advisers
• Alternatives for UK Non Doms
• Risk Management for the Family Office
• Family / Family Office Insurance Risk Management
• Structuring your Investment Assets for Maximum Tax Efficiency
• A Look at the US Life Settlement Market
• High Impact Philanthropy

To arrange a meeting or discuss this further, please contact Bryony Jennings at bryony.jennings@abacusiom.com