Webinar - SFO by Design: Equipping the Family Office to Meet Changing Demands

Overview

Wednesday, Apr 24, 2019 - 10:00am to 11:00am CDT

 

A family office is structured by default rather than by design. In most cases, it is set up to serve the immediate needs of the founder and a limited number of family members. As the family grows, mandates change. How do you ensure that the family office is equipped to handle these new demands? Do you outsource? Partner? Expand?

Join us for an in-depth discussion as we explore what structure is best for your family office. This will be an interactive discussion designed to stimulate thinking for the future of your family office.

 

***Those that attend this webinar and complete the conditions of participation are eligible to receive 1 hour of CPE credit.

  • Speaker(s)

Andrew L. Busser, Managing Director of Strategy, Pitcairn

As a respected advisor and strategist, Andy has spent his career helping families navigate the complexities of investing their wealth. Andy is driven and curious, with a passion for solving complex problems, and is a family office industry leader.

Andy brings to the Leadership Team an enthusiasm for excellence and is known for building successful relationships with clients and employees. As head of strategy for Pitcairn, Andy has spearheaded the development of the Pitcairn Experience, and he continues to position Pitcairn as a leading innovator in the family office industry.

Prior to joining Pitcairn in 2015, Andy was a partner at Symphony Capital, a healthcare-focused investment manager of private equity and hedge funds. Previous to that, he co-founded Wilkerson Partners, a management consulting and advisory firm.

Andy holds an AB in History from Colgate University. He has served on multiple boards including the Colgate University Alumni Corporation and Lincoln Center Education, and Andy is currently a trustee for the National Committee on American Foreign Policy.

 

Dain Kistner, Director of Family Office Innovation, Pitcairn

Dain is responsible for helping to guide Pitcairn’s technology strategy, supporting Pitcairn’s business development efforts, and supporting the executive team on a broad range of projects. A fifth generation Pitcairn family member, Dain is an elected member of Pitcairn’s Board of Directors, and serves on the Family Council, which he chaired for 10 years.

Before assuming his current role, Dain served as Director of Family Office Strategy, coordinating the firm’s strategic planning and business process improvement initiatives across all aspects of the business. Previously, he was Chief Information Officer, managing all information systems and technology-based activities at Pitcairn, including: systems design, programming, network planning, database management, web delivery, and computer operations.

Prior to joining Pitcairn in 1999, Dain was Vice President at Bedminster Bioconversion Corporation. He served in a marketing capacity and was responsible for maintaining relationships with technology licensees, negotiating, drafting and approving new license agreements, and managing public relations and communications needs.

Dain has an Executive MBA from Villanova University and a BA in Economics from Colgate University. In 2009, he was nominated for the Family Wealth Alliance 40minus Award, which honors executives under 40 years that are leaders in the wealth management and multi-family office industry.