Why should you attend?

As we all know, today’s environment presents a range of significant challenges. However, there are also important opportunities for you to address your entire range of financial concerns and position yourself even more effectively for achieving all that is most important to you, your business and your loved ones.

The Virtual Family Office Forum is designed specifically to help you capture these opportunities. It leverages today’s latest virtual technology to give you direct access to financial and legal talent around the country. These experts will provide insights into strategies used by the Super Rich—people with $500 million or more in net worth—that can also be used to elevate your own financial picture.

The Forum is for individuals and families with a net worth of $10 million or anyone with a complex financial situation who can benefit from the strategies being used by the Super Rich today. By the end of the Forum, you will have a clear path for accelerating your progress toward your optimal financial world.

Your Amazing Life of Significance

We believe that anyone can build an amazing life of significance that includes taking care of the people you care about, contributing to the causes that are important to you and even making a positive difference in the world. We also believe that you can achieve this amazing life of significance faster and with less effort than you ever thought possible.

But to do so, you need to take the right approaches. You need to optimize your financial world. And that’s why we are convening The Virtual Family Office Forum.

What you will get with The Virtual Family Office Forum

You very likely consider building and protecting your investments to be foundational to your financial security and your ability to achieve key goals. We wholeheartedly agree.

However, as someone who owns a business or otherwise has some complexity in your financial life, we know that you are concerned about issues beyond investment management. That’s why The Virtual Family Office Forum will delve into four key areas of your financial life beyond investments:

4. Make a difference in the world.
Charitable giving helps fulfill your charitable goals by maximizing the effectiveness of the charitable giving strategies that are most appropriate for your situation. It can also often support efforts in each of the other three areas.

During The Virtual Family Office Forum, we will delve deeply into these four key areas of concern—each one vital to optimizing your financial world. Through presentations and breakouts, you will come to understand which strategies may be most appropriate for your situation and, even more important, discover how you can most easily get on the direct path to your optimal financial world.

The Platform

A virtual event like The Virtual Family Office Forum demands much more than an ordinary video conferencing platform like Zoom or WebEx. That’s why we have invested in a state-of-the-art platform that you will find intuitive, engaging and even entertaining.

We guarantee that it’s like nothing you have seen before—and as we move into an ever-more virtual world, it’s something you won’t want to miss. It’s web-based, so all you will need is a computer, a webcam, a microphone and an internet connection.