Events

Upcoming Events

 

 

Past Events

Topic:

Family Office Best Practices

Where / When: Miami, FL / December 2, 2014 - December 2, 2014
Organization:DC Finance
Format:Panel
More Info
Topic:

Florida Family Office & Wealth Management Conference

Where / When: W Hotel, South Beach, FL / December 2, 2014 - December 2, 2014 08:00:00 18:00:00
Organization:DC Finance
Format:Panel
More Info
Topic:

Debate: Single Family Offices vs. Multi-Family Offices

Where / When: The Four Season Hotel, Miami, FL / November 20, 2014 - November 20, 2014
Organization:Terrapin’s Americas Family Office Forum 2014
Format:Panel
Topic:

Finding the Appropriate Office Structure to Meet Your Family’s Needs and Objectives

Where / When: Boston, MA / November 18, 2014 - November 19, 2014
Organization:Campden’s North American Family Office Conference
Format:Panel (Private Event by Invitation Only)
Topic:

Family Office Workshop

Where / When: Seattle, WA / November 14, 2014 09:00:00 12:00:00
Organization:Deloitte
Format:By invitation only
Topic:

Family Office Forum: Sustainability & The Family Office Paradigm

Where / When: Seattle, WA / November 13, 2014 - November 14, 2014
Organization:Deloitte & Touche
Format: Presentation and Workshop
More Info
Topic:

Women of Wealth Focus Group

Where / When: Palm Beach Gardens, FL / November 6, 2014 - November 6, 2014
Organization:Tamarind Partners
Format:Dinner Discussion (Private Event by Invitation Onl
Topic:

The Family Office: Is It Right for You?

Where / When: Virtual / November 4, 2014 - November 4, 2014 16:00:00 17:00:00
Organization:Loyola’s Family Business Center
Format:Webinar (Invitation Only)
More Info
Topic:

Governing for Sustainability: Navigating Succession in the Family Office

Where / When: Napa, CA / October 27, 2014 - October 29, 2014 08:00:00 12:30:00
Organization:Opal Financial Group
Format:Panel Moderator
Topic:

Family Office Handbook Signing

Where / When: Napa, CA / October 26, 2014 - October 26, 2014 17:00:00 19:00:00
Organization:Opal/Tamarind Partners
Format:Book Signing and Meet and Greet
Topic:

The Family Office Handbook Unplugged

Where / When: Halifax, Canada / October 15, 2014 - October 15, 2014
Organization:Creaghan McConnell Group Ltd.
Format:Private Dinner (Private Event by Invitation Only)
Topic:

Taking the Pulse of US Family Firms: Policy and Legislation Impacting the State of the Family Enterprise

Where / When: Washington, DC / October 8, 2014 - October 10, 2014
Organization:Family Firm Institute Annual Conference
Format:Panel
More Info
Topic:

Single Family Office C-Suite (Invitation Only)

Where / When: Chicago, IL / September 9, 2014 - September 10, 2014
Organization:Calamos
Format:Keynote
Topic:

Family Office Handbook Signing

Where / When: University Club of Chicago / September 8, 2014 - September 8, 2014 17:30:00 19:30:00
Organization:Altair Advisors
Format:Reception and Book Signing
Topic:

Family Office Gathering

Where / When: Chicago, IL / September 7, 2014 - September 7, 2014
Organization:TBD
Format:Book Signing and Presentation
Topic:

Family Office Governance and Succession Strategies

Where / When: Newport, Rhode Island / July 21, 2014 - July 23, 2014
Organization:Opal Family Office & Private Wealth Management Forum -- "The Race for Returns"
More Info
Topic:

Family Office Handbook Signing

Where / When: Waves, RI / July 20, 2014 - July 20, 2014 17:00:00 19:00:00
Organization:
Format:Private Book Signing Party
Topic:

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

Where / When: NYC / June 19, 2014 - June 19, 2014
Organization:Herrick and Landmark Angels (Invitation Only)
Format:Panel
Topic:

TBD

Where / When: Montreaux, Switzerland / June 16, 2014 - June 18, 2014
Organization:Marcus Evans Elite Wealth Management Summit
Format:Keynote and Book Signing
More Info
Topic:

Managing Change in the Family Office: Policies and Procedures for Transition

Where / When: New York City, NY / June 5, 2014 - June 6, 2014
Organization:Financial Research Associates Conference--Family Office Operations and Management: Sustainable Practices for Generational Wealth
Format:TBD
More Info
Topic:

Through the Family Office Looking Glass: Reflections on The Complete Family Office Handbook

Where / When: NYC / June 3, 2014 - June 3, 2014
Organization:New York State Society of CPAs
Format:Breakfast
Topic:

Through the Family Office Looking Glass: Reflections on The Complete Family Office Handbook

Where / When: Downtown Hyatt Regency / March 20, 2014
Organization:Ivy Plus
Format:Book Presentation and Signing
More Info
Topic:

Through the Family Office Looking Glass: Reflections on The Complete Family Office Handbook

Where / When: Palm Beach, FL / March 13, 2014
Organization:Palm Beach Investment Research Group
Format:Private book presentation (by invitation only)
Topic:

Family Office Governance and Succession Strategies

Where / When: New York City, NY / March 12, 2014
Organization:Opal’s Family Office Winter Forum
Format:Panel
More Info
Topic:

The Journey of Writing and Insights Gained about the Family Office

Where / When: New York City, NY / March 11, 2014
Organization:Withers New York Book Launch of The Complete Family Office Handbook
Format:Private Book Signing & Speaking (by invitation onl
Topic:

Family Office Concept Unplugged

Where / When: Palm Beach Gardens, FL / March 2, 2014
Organization:Frenchman’s Reserve
Format:Private Book signing brunch ( by invitation only)
Topic:

Through the Family Office Looking Glass

Where / When: Dallas, TX / February 12, 2014
Organization:TBD
Format:Book signing
Topic:

Through the Family Office Looking Glass

Where / When: Austin, TX / February 10, 2014
Organization:TBD
Format:Book signing
Topic:

The Complete Family Office Handbook Unplugged

Where / When: Burger Bar, Palm Beach Gardens, FL / February 8, 2014
Organization:Book Launch in Palm Beach Gardens
Format:Networking and Book Signing
Topic:

Moderating Family Office Executive Panel

Where / When: Singer Island, FL / February 5, 2014 - February 6, 2014
Organization:Family Wealth Alliance Summit
Format:Panel
Topic:

A Look Inside the Family Office

Where / When: Boulder, CO / January 14, 2014
Organization:The Purposeful Planning Institute
Format:Webinar
More Info

Kirby Rosplock has written an extraordinarily comprehensive 'owner's manual' for family offices already, or seriously contemplating, investing directly in illiquid private markets. The book cogently sets forth not only the 'why' behind these families' desire to get closer to the source of private market returns, but importantly the 'how' to go about identifying, diligencing and structuring direct investments. Given the fast growing proportion of family office capital in direct private deals, this book's insights are exceptionally timely.

Tom Mahoney
Senior Managing Director,
Tangent Capital Partners

Kirby blends leading industry research, real world case examples and best practices to architect the first book to comprehensively outline the infrastructure, costs and considerations for building and sustaining a world class family office. My hat is off to her.

JOHN BENEVIDES
President,
CTC Consulting | Harris myCFO

Kirby Rosplock expertly captures the complexities of the practical and emotional choices that affluent families and their advisors face.

SUSAN REMMER RYZEWIC
President and CEO,
EHR Investments, Inc.

Dr. Kirby Rosplock has created an indispensable resource for family offices seeking to invest in private equity. She explains how to analyze winners and avoid the pitfalls, and discusses the extensive due diligence required even after initial investment. This is the conclusive guide to direct investing, which provides investors with the information necessary to ascertain how to proceed. Rosplock has written the essential manual for what will be a major investment trend for family offices in the years to come. 

Howard Cooper
Private Investor,

The Complete Family Office Handbook is an important resource on the opaque world of the single family office. Comprehensive and easy to read, the book incorporates the views of many thought leaders on diverse topics from the importance of a family office vision to the current legal and compliance standards for the single family office. Those who are new to family offices and those of us who have worked in the field for decades will use it as a valuable reference for issues and ideas.

KATHRYN M. McCARTHY
Director,
The Rockefeller Trust Company, N.A. and an independent advisor to families and family offices

Kirby Rosplock dedicated a year of her life to writing this book and it shows. This is the must-have book for anyone dealing with high levels of wealth—it will support wealth holders as well as wealth advisors and service providers in creating the most efficient structure possible for handling and preserving a high net worth person or family’s financial and human assets. Rosplock and her collaborators clearly demonstrate their command of the subject and why they are globally known to be at the top of this industry.

STEFFI CLAIDEN
Founder/CEO,
Family Office Review/Family Office Capital Network

Kirby Rosplock's "The Complete Direct Investing Handbook" is a must read for anyone interested in direct investing. With key insights reinforced by practical case studies from noted experts in the field, this is an essential guide for current and potential direct investors.

Joanne Pace
Former Managing Director and Chief Operating Officer,
Morgan Stanley Investment Management

The world’s best and brightest family offices are devoting ever more capital to direct investing. Now is the critical time for advisors, CIOs, and family members to share a common understanding on how to source, screen, diligence, structure, monitor, and harvest direct investments. Dr. Rosplock’s handbook provides the roadmap.

Brian Smiga
Partner & Co-founder,
Alpha Venture Partners

In The Complete Direct Investing Handbook Dr. Rosplock and her contributing authors impart a wealth of global family office and investment expertise designed to educate affluent families and their professional advisors regarding the nuances of direct investing. This well researched new resource will prove to be an invaluable tool in navigating the rapidly growing field of direct investments.

Thomas J. Handler, Esq.
Chairman, Advanced Planning & Family Office Practice,
Handler Thayer, LLP

Most wealth books are written for managers and contain lots of details but no sense of the daily life and concerns of the people who are to be served. This Handbook is one of a kind—written for real concerned and want-to-know people. The book starts not with concepts but with concerns and offers clear ideas about what to do, laced with details about real families managing the dilemmas of great wealth and an expanding family. There are few such families, but this handbook is for every family member of such families.

DENNIS T. JAFFE, PhD
Professor of Organizational Systems and Psychology,
Saybrook University

The family office space has long needed a comprehensive introduction to direct investing for non-specialists—which it now has thanks to Rosplock and her co-authors. A great place to start.

Grant Kettering
5th Generation Member of Kettering Family,

The Complete Family Office Handbook captures the essence of today’s family office and paves the way to best practice for every family and advisor entrusted with sustaining generational wealth. Kirby has written what is sure to be an industry classic.

SARA HAMILTON
Founder and CEO,
Family Office Exchange

There are many good books and articles about private investing in general but few that tackle the topic from the unique lens of the family office. Family offices have advantages and constraints relative to other institutional investors. They need to be understood. Kirby Rosplock’s book should be read by both family members and professional managers to better understand how to craft and advance a direct investment program.

Sam Altman
President,
Joddes Limited
Montreal, Canada

The Complete Directing Investing Handbook is a wonderful and really the education needed in the family office world. I think we seek out direct investing to diversify risk while enhancing overall returns. However, with direct investing comes the challenges with sourcing the deals, screening the deals and doing proper due diligence, structuring the deals and then monitoring these investments. Your book touched upon all these areas will great educational direction for families to easily understand and use in their offices. The book also touched upon other areas such as millennial perspective and international regard which I felt was extremely helpful. I found the book very comprehensive, informative and a very useful source for our family office.

JULIO GONZALEZ
CEO,
Julio Gonzalez – Single Family Office

Once again Dr. Rosplock gets it right! In my experience, few have the insiders knowledge that comes shining through in this book. Not only was it helpful, it was a pleasure to read.

Wendy L Craft
COO,
Favara, LLC (SFO)
New York, NYC