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Family Office Day - 15 December 2008
09.50 Chairman’s opening remarks
Sandy Shipton, Head of Asset Management, DIFC
CREATING AND RUNNING A SUCCESSFUL FAMILY OFFICE
10:00 An interview with Dr Scacciavillani: How do families and family businesses react to current financial conditions?
- The view from the top: how does the DIFC see the next 5 years?
- The impact of turbulent conditions on the optimum investment strategy
- How will a family’s investing behaviour determine their asset allocation strategy?
- Determining the safest investment classes
Dr. Fabio Scacciavillani, Director Macroeconomics and Statistics, DIFC
10:30 Q&A with Dr Scacciavillani
10:50 Morning coffee
11:10 A family perspective: what are the priorities and where do the opportunities lie for a wealthy family?
12.10 Lunch
13.20 Keeping it in the family: overcoming the challenges inherent in managing family wealth
- The different family dimensions and managing the family business dynamics
- Educating family members and harnessing their interest in educational sessions
- Resolving succession issues for single family offices
- Involving future generations in the family office
14.05 Quantifying and maximising the value of philanthropy
- Philanthropy: the chance for a family to leave a legacy
- Trends and regulation affecting charitable giving
- The latest on the connections between wealth management and philanthropy
- Case study: examining best practice
Dr. Maximilian Martin, Global Head of Philanthropy Services, UBS AG
14.50 Solutions, Structures and generational planning
- Seeking appropriate liability insurance for HNW families on administrative operations
- Understanding the implications of the choices of wealth transfer for you and your family
- Ensuring successful succession of wealth after the 2nd generation
Andrew De la Rosa, Partner, Chancery and Commercial Barristers
Joseph A. Field, Senior International Partner, Withers LLP
15.30 Analysing the various investment vehicles and how it will enhance the portfolio structure to generate greater returns
- Where are the investment opportunities from the family office perspective?
- Selecting the right asset protection vehicle to grow and protect wealth
- Matching superior investment with risk-adjusted returns for family offices
- Assessing the risk appetites of HNWIs through the maturity of the family office
16.00 Close of Family Office Forum
> So if you a representive of a family business, email james.taylor@terrapinn.com
> Contact shay nasta, on shay.nasta@terrapinn.com for sponsorship opportunities
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