The 9th Annual Family Office Symposium


October 5-6, 2010 • The Turnberry Isle Resort • Aventura, FL


Join single family office executives & family members from around the world for what promises to be the best Family Office Symposium in FRA’s history! We’ve combined a sharp focus on unique opportunities for families of wealth in today’s market with thoughtful coverage of their enduring challenges to bring you a program sure to address your family’s needs and goals.

The Family Office Symposium is unique because its agenda is designed specifically for families, and its faculty is led by family members and their office executives. Click above to learn more about our advisory board and faculty members.

Don’t miss this opportunity to meet them at our closed-door, families-only breakfasts and to gain valuable insight from their timely presentations and panel discussions. You will make invaluable connections and take away hard-won advice to share with your own family members.

What else makes us unique? The program’s content! With a balanced mix of plenary and tracked sessions, we bring you the latest news and most intelligent coverage of key issues in these content areas:

  • Industry trends and trend-setting families: What’s impacting you from without and how other families are responding by looking within
  • The investment landscape: Words of wisdom, lessons learned and timely advice on new opportunities for growth
  • The family and the family office: From estate planning to healthcare reform. How is your family and office organization adapting to the current environment?

Download the full program agenda to view the complete program, and to learn more about these spotlight sessions:

  • Our way, the highway, and every way in between: Multiple experiences from the in-laws who’ve come along for the ride
  • Succession planning for the rest of us: Transitioning leadership responsibilities to the next generation
  • Reassessing the CIO function: In-house, outsource, or hire your own?

Rave Reviews from the 8th Annual Family Office Symposium:

“Congratulations - you and your team put on a conference that had a lot of great speakers and topics. I think this is now the premier Family Office conference.” – Philip Strassler, SFO ADVISOR SELECT

"Terrific job with the retooled wealth management conference this past fall - right size, excellent industry speakers and significantly more participation from private investors and family office executives!” – Stephen McCarthy, KCG CAPITAL

“This was one of the best conferences I have seen FRA put on. It was a privilege to be a part of it and I would welcome future opportunities.” – Lisa Gray, GRAY MATTERS STRATEGIES LLC

“The FRA team was welcoming and organized. The presenters were well prepared and illuminating.” – Lenny Di Pietra, PETRA PARTNERS LLC


Receive a Reminder
Team Discounts Are Available!

Contact Peter Horak at 831-465-2288 or phorak@frallc.com