Now in its 16th year, the Family Office Forum is the definitive event for managing family wealth across the generations and overcoming challenges unique to individuals of extraordinary wealth.  Based in Chicago, we attract ultra high net worth families and business owners from across the United States and around the world.  Our content focuses on the core issues and challenges impacting every aspect of the family office: Investment strategies, Philanthropy, Tax, Structure, Family Dynamics and Generational Issues and Risk Management. 

This year we’ve introduced a number of innovative additions, including more interactive formats to facilitate valuable connections between family members, advisors and experts. 

Meaningful Interaction Through:

• Private and Semi-Private Family Sessions
• Welcoming Drinks on the River: Chicago’s Famous Architecture Cruise
• Facilitated Discussions: Breakfast and Champagne Roundtables

Our 2009 program delves into the critical issues impacting family offices today, and focuses on several new areas including:

• Family Business Owners
• The Next Generation
• Women and Wealth
• New Tax Laws and Estate Planning Strategies
• Technology in a Flat World
• New Investment Opportunities
• Enhanced Due Diligence
• Impactful Philanthropy
• Human Capital

2009 Advisory Board:

• Robert Bernstein, Prism Global Advisors
• Brian Hughes, Threshold Group
• Tom Handler, Handler,Thayer & Duggan
• Tom Livergood, Family Wealth Alliance
• David Lansky, Family Business Innovations
• Tom Meilinger, Vogel Consulting
• Michael Brink, Pelagos Advisors

For Sponsorship opportunities, please contact Sarene Yablonsky at 646-895-7474, or Syablonsky@iirusa.com.
For Exhibition opportunities, please contact Jeffrey Dubs at 646-895-7477, or JDubs@iirusa.com.