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Since the Autumn of 2008 many heads of family offices have focused their attention on the most basic aspects of financial arrangements. This is true of owner managers and professional CEOs alike. Since the demise of Lehman two dominant questions arise from this group of decision makers. Firstly whether client assets are genuinely segregated off the custodian bank’s balance sheet, and not withstanding the answer to that question which must of course be ‘yes’, how secure their custodian is as a corporate entity.

In the wake of the worst financial meltdown since the Great Depression, many investors have begun to question the basic principles of investing that lie at the core of the financial industry. Diversification, the risk/reward trade-off, the separation of alpha and beta, the benefits of passive index funds, the ability to manage risks via asset allocation, and stocks for the long run have all come up short over the last three years. What should an investor do?

In the minds of many, multigenerational wealth the last 30 years has been associated with abundance, privilege, social status and philanthropy over. But we've now experienced a decade of weak financial returns, and we may be in for more of the same. Are you prepared?

Explore the role insurance plays in family office risk management and how the actions taken by executives and clients can create a more holistic approach to insurance planning.

The world of social media and social networking is growing at so fast a rate that it has become increasingly more challenging to stay current with the language and offerings. In this program we will explore the world of social media, examine the risks to privacy, legal liability and financial loss when we do not take the steps to properly exercise the safeguards that are provided.

Many wealth owning families own extensive property as a significant portion of their portfolio and are looking for ways to balance the need for investment returns with environmental responsibility and leadership. Join us as an expert from Baceline Investments outlines ways to lower operating costs and increase value while implementing environmentally friendly solutions. What are the steps involved in property "greening" and what should be the target end results?

Families that integrate risk management into their broader wealth management practice take a proactive rather than reactive approach to the future. They recognize how current actions and efforts have the potential to greatly impact the lives of generations to come.

Many investors are questioning the value of diversification, particularly after the events of 2008. Perhaps the problem is not diversification itself, but the way investors have implemented it. Risk-Parity portfolios offer a different approach to diversification, one that proved more resilient in the credit crisis. But what is risk parity, and how do investors apply this concept to their own portfolios? Listen in to learn about the performance of Risk Parity strategies - in particular, investment philosophy and risk management approach.

As health care becomes a larger percentage of overall costs for families, coupled with the increasing complexity and diversity of the system, your clients will look to you, their trusted advisors, to assist them in making a myriad of health care decisions.This webinar will approach managing health and wealth with an integrated approach and uncover the changing paradigm of health care. Listen in as our speakers discuss the current national health care legislation and its direct impact on high net worth individuals and families.

92% of heirs switch their advisors after receiving their inheritances. As the Baby Boomer generation prepares to transfer an unprecedented amount of wealth to the next generation, advisors have an opportunity to support their client families to creating successful successions—and to support the long-term, sustainability of their own practices—by adapting their thinking from working with multiple generations of a family, to supporting families through a collaborative multi-generational approach.