Events

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Past Events

Topic:

Florida Family Office & Wealth Management Annual Conference

Where / When: Ritz Carlton South Beach, FL / December 1, 2015 - December 1, 2015
Organization:DC Finance
Format:Panel Moderator
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Family Wealth Program

Where / When: Montreal, QC / November 19, 2015 - November 22, 2015
Organization:John Molson School of Business
Format:Keynote Speaker
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Families Facing the Future

Where / When: The Taj, Boston, MA / November 9, 2015 - November 11, 2015
Organization:Campden's The North American Family Office Conference
Format:Panel Moderator
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Family Enterprise: Myths and Realities

Where / When: Park Plaza Westminster Bridge / October 21, 2015 - October 24, 2015
Organization:Family Firm Institute Global Conference
Format:Speaker
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Co-Investing The Fall Summit

Where / When: The Princeton Club, NYC / September 28, 2015 - September 29, 2015
Organization:Financial Research Associates
Format:Panel Moderator
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STEP International Trust Conference

Where / When: Jackson Hole, WY / September 25, 2015 - September 26, 2015
Organization:STEP International Trust Conference
Format:Speaker
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Opal's 9th Annual Family Office Private Wealth Management Forum

Where / When: Hyatt Regency Newport, Newport, RI / July 20, 2015 - July 22, 2015
Organization:Opal Annual Family Office Forum
Format:Governance Panel
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Topic:

Family Office Forum Group

Where / When: Seattle, WA / May 14, 2015 - May 15, 2015
Organization:Deloitte Family Office Forum Group
Format:Speaker
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Family Office 2.0: Envisioning the Family Office of Tomorrow

Where / When: Cambridge, ON / May 4, 2015 - May 6, 2015
Organization:Canadian Family Office Forum
Format:Speaker
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Life Management Issues for the Affluent

Where / When: Herrick Feinstein, New York City / March 11, 2015 - March 11, 2015
Organization:The Life + Conference
Format:Speaker
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Topic:

Family Office Governance and Succession

Where / When: New York City / March 10, 2015 - March 10, 2015
Organization:Opal's Family Office Winter Forum 2015
Format:Moderating Panel
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Alternative Asset Investing for Family Offices

Where / When: Boca Resort, Boca Raton FL / February 26, 2015
Organization:SE Landmark Venture Forum
Format:Keynote Speaker
Topic:

Alternative Investments

Where / When: Kravis Center / January 29, 2015 - January 29, 2015 11:30:00 13:00:00
Organization:Florida Atlantic University
Format:Panel
Topic:

Business Development Board Creating a Wealth Management Presence in Palm Beach

Where / When: Kravis Center / January 29, 2015 - January 29, 2015 11:30:00 13:15:00
Organization:BDB 2nd Quarter Lunch
Format:Panel
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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

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

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

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

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 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 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

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.

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

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

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

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

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

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