Family Businesses

Description

The FAMILY BUSINESS & FAMILY OFFICE SIG is comprised of Senior Level Executives, CFOs, Controllers, Family Office Managers, CPAs, various other professionals and outside advisers. We endeavor to have monthly Networking Meetings with guest speakers in the Manhattan, NY. The meetings cover themes of interest to privately held companies, family offices, family businesses, entrepreneurs, private ...

The FAMILY BUSINESS & FAMILY OFFICE SIG is comprised of Senior Level Executives, CFOs, Controllers, Family Office Managers, CPAs, various other professionals and outside advisers.

We endeavor to have monthly Networking Meetings with guest speakers in the Manhattan, NY. The meetings cover themes of interest to privately held companies, family offices, family businesses, entrepreneurs, private equity firms, venture capitalists and other private businesses types. Themes cover the role of:

- CLOUD Technology for Alternative Asset Management
- Risk management and insurance solutions
- Compliance & corporate governance
- Treasury/asset-liability management
- Taxation and legislative issues
- Qualified retirement plans; pensions, 401-K, IRA
- Human resource management
- Investment management
- Role of boards in privately held companies
- Buy/sell agreements and key man insurance
- New trends/issues impacting privately held companies

Meetings

Please login to RSVP to meetings, so you can benefit from your membership status. Login

RSVP Subject
Date / Time
Attendees Status Suggested Donation  
How to Leverage FinTech in Asset Management, Family Offices and RIAs Feb 16
4:30 PM - 6:00 PM
5 Not registered Free
Jan 16, 2020
5:00 PM - 6:00 PM
10 Not registered $10.00
Dec 19, 2019  -  Dec 26, 2019
5:00 PM - 6:00 PM
21 Not registered Free
Oct 17, 2019
5:00 PM - 7:00 PM
7 Not registered Free
Sep 19, 2019
5:00 PM - 7:00 PM
14 Not registered $10.00
Aug 15, 2019
5:00 PM - 7:00 PM
11 Not registered Free
Jul 18, 2019
3:00 PM - 5:00 PM
6 Not registered $10.00
Jun 20, 2019
5:00 PM - 7:00 PM
9 Not registered $10.00
May 16, 2019
5:30 PM - 7:30 PM
7 Not registered $10.00
Apr 18, 2019
5:30 PM - 8:00 PM
9 Not registered $10.00
Mar 21, 2019
5:30 PM - 8:00 PM
13 Not registered $10.00
Dec 12, 2018
5:00 PM - 7:00 PM
5 Not registered $10.00

Not a member, yet?

JOIN SIG

If you wish to receive occasional email messages sent to members of this SIG, please join!
Member Stats

Total Members 6056
Alumni 3495 (58%)
Active 2396 (40%)
Associate 13 (1%)
Retired 150 (2%)
Former Member 1 (1%)
Matt's Contacts (1726) 1 (1%)