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As the world’s economies continue to globalize and integrate, more and more wealthy families are recognizing that citizenship is more than just a nationality inherited at birth. In fact, citizenship and residency are powerful, strategic assets that can be acquired or given up in order to create a better life for themselves and their families. This program will highlight the important questions that families should consider in residency and citizenship planning and provide a framework for thinking about these issues.

There are many misconceptions about prenuptial agreements and while many people feel they are integral to protecting the assets of the family, others feel they engender feelings of distrust and add yet one more emotional burden to wealth ownership.

By going inside the black box of life insurance products and pricing you will be in a better position to analyze current holdings therefore becoming a savvier buyer for future acquisitions. This program is designed to significantly improve understanding of life insurance products and design options as well as the level of customization available through many of today’s products. With this understanding you will be able to identify issues that can significantly impact product performance and risks.

Conservancy, financial and tax considerations play a vital role in the succession of family owned real estate.We are please to have two nationally recognized experts Dennis Delaney and Nancy Dempze, presenting crucial tax and estate planning strategies they have used to guide families seeking to preserve legacy real estate.

Intra-family loans are becoming increasingly popular within the private wealth sector. In an ever-changing environment, this method takes advantage of low interest rates, provides more flexibility than commercial loans and minimizes tax consequences.In this program, Carol Kroch, Head of Wealth and Financial Planning at Wilmington Trust, will review the structuring basics, wealth transfer benefits, pitfalls and principles of intra-family loans.

A variety of special challenges confront families collecting art and other unique and valuable objects. It is critical for family offices to examine processes on how to secure and protect thier valuables while evaluating recovery methods in today's economic times.

Self-assessment is a process by which individuals can learn more about themselves - what they like, what they don't like, and how they tend to react to certain situations. This self-knowledge can help adults at any stage consider which life and career paths could be good "fits", deal more effectively with personal and interpersonal challenges, and see shared tasks and relationships in new lights.

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.

The practical application of discretionary distribution provisions is one of the most difficult tasks a trust professional will face. It requires careful attention to the terms of the trust, an understanding of the legal framework for interpreting the terms, and the exercise of thoughtful judgment based on all the relevant facts.

According to the Substance Abuse and Mental Health Administration's (SAMHSA's) National Survey on Drug Use and Health in 2006, 23.6 million persons aged 12 or older needed treatment for an illicit drug or alcohol abuse problem (9.6 percent of the persons aged 12 or older).Most families face these issues at one time or another – but for high net worth family members, personal problems come with an additional layer of risks to the family enterprise. How can family office staff and family advisors provide appropriate support and management on behalf of a family member in crisis?