Creating a Multi-Family Office Practice
Guidelines for Financial Advisors Targeting the Financial Elite

Directed by Hannah Shaw Grove and Richard J. Flynn

November 4, 2010 · Los Angeles, CA

Designed by the family office experts at Prince & Associates and Rothstein Kass, this workshop is intended to provide participants with insights and perspectives they can use immediately. Discussion, guided analysis and case examples will make the session highly interactive and stimulating. The goal of the workshop is to enable participants to apply what they learn to create their own multi-family office and cultivate the exceptionally wealthy – families worth $20 million or more – by providing them with holistic, value-added approach.

Who Should Attend?

• Financial advisors wanting to be more competitive for business of the wealthiest families.
• Multi-family office providers wanting to refine their business models.
• Senior managers responsible for the family office services of their firms.
• Other advisors wanting to become more knowledgeable about the family office universe.

For more information on this workshop
please contact Linda Mantello at 732.450.8866, ext. 10 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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