Family Office Organization and Current Trends and Issues in Alternative Asset Investing

June 19, 2014
2 Park Avenue, New York, NY 10016

Herrick, Feinstein LLP and Landmark Angels invite you to an educational and networking event for Family Offices and other HNW investors. Join us and learn about the best organizational approaches for Family Offices and perspectives on current market opportunities. At this seminar you will have a unique opportunity to further develop your network and build your investment syndicates. Topics to be covered include:

Family Office Organization
• In house vs. outsourced model
• Charter, governance structures
• Succession, inheritance planning, tax, philanthropic, education and risk management issues

Direct Investments
• Direct investments vs. fund investments
• Direct investment strategies - private equity, real estate, oil and gas, art
• Strategies for building your alternative asset portfolio
• Risk management and weighting

Herrick, Feinstein LLP is a prominent 160-lawyer firm providing a full range of legal services, including investment management, private equity, family office, real estate, art law, bankruptcy and business reorganization, commercial litigation, corporate law, employment law, government relations, insurance, intellectual property, sports law, and tax and personal planning. Headquartered in New York City, Herrick also has offices in Newark, Princeton, Washington, D.C. and Istanbul, Turkey.

Landmark Angels is a private angel group located in Greenwich, Connecticut. It has expanded from an original group of 30 accredited investors to more than 300 members located in many of the nation's leading cities and technology clusters. Members include former principals of Microsoft, Oracle, Hewlett-Packard, Yahoo!, Lehman Brothers and MCI. The group also includes 55 family offices (ultra-high net worth investors) - the largest number of family offices of any group in the United States. Landmark Angels' family office members, in addition to investing in all venture sectors, engage in social impact investing in the health, technology, energy and education sectors with an aim to positively impact society while also generating an economic return. Landmark Angels hosts monthly forums in Greenwich, as well a number of regional forums across the U.S. each year. For more information please contact [email protected]