PHOENIX--(BUSINESS WIRE)--Over the last two decades, family offices have become an increasingly
impactful player in the investment management space. As their influence
has grown, so too has their need to maintain the privacy of their
families while still continuing to keep abreast of market trends and
evaluate new investment opportunities.
IFG Network provides a
platform for single and multi-family offices to achieve this through
benchmarking their existing practices among peers and building strategic
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relationships with relevant service providers.
The most recent IFG
Wealth Management Forum continued a tradition of providing an
intimate environment for families and selected service providers to
engage in a meaningful way.
IFG’s strategy to personally invite each attendee results in a diverse
group of handpicked executives to identify and discuss the most pressing
issues in an environment that breeds knowledge sharing.
Keynote speaker Steven Skancke, Chief Investment Officer, Keel
Point LLC, shared insights on asset allocation and diversification
strategies. Eric Barlow, Managing Partner, Andina Family
Offices, discussed the use of alternatives to participate in growth
while dampening volatility and minimizing risk.
The event also included a panel discussion on asset diversification, and
roundtable discussions on family office trust management, embracing
philanthropy and ensuring effective family meetings. While each two-day
meeting involves lengthy planning and is built on a decade of
relationship building and service, the results are always gratifying for
the IFG team.
A CIO from Alaska Trust: “The quality of the speakers and investment
managers was phenomenal at this Event. The peer group represented
created great networking opportunities.”
A General Partner from Benhamou Global Ventures comments: “A high
quality event and a great relationship building opportunity with key
family office decision makers.”
Martin Levy, Director of IFG Network, adds: “Family office leaders
recognize that they constantly need to evolve best practices to reflect
changes in technology, regulation, markets and politics. In addition,
day-to-day responsibilities with families and clients demand much of
their time and energy – the combination means that very little time is
afforded to evaluate different investment strategies and alternative
service providers who, given the introduction, can genuinely add value.
IFG addresses this by combining curated service provider introductions
and high-level industry insight with the ability to network with peers
in a condensed yet powerful two days.”
More information on IFG Wealth Management Forum,
24-25 April, 2017, visit: www.ifg-network.com
Contacts
For IFG Network
Leyana Daccache
Marketing Executive