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

June 19, 2014
Herrick, Feinstein LLP

2 Park Avenue

New York City

Herrick, Feinstein LLP and Landmark Angels presented an educational and networking event for Family Offices and other HNW investors. The seminar included best organizational approaches for Family Offices, perspectives on current market opportunities, and the unique opportunity to further develop your network and build your investment syndicates.

Topics included:

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