October 23, 2019 - Dallas - The Ivy Family Office Network will have our Family Office 2019 Trends forum on November 12th, in the Dallas crescent area. It is a full-day seminar, https://ivyfon.com/nov12forum/index.html. There is a family office-only dinner party following the forum. There is a nominal fee for Single Family Offices (SFOs) and Ultra High Net Worths.

The basic aim is to share insights and improve the overall knowledge of the family office and institutional investor class. The seminar is ideal for Single Family Offices, Multi-Family Offices, High Net worth Individuals and other Private Investors. Breakfast, lunch and a reception are part of the program. There is a nominal fee for Single Family Offices (SFOs) and Ultra High Net Worth’s.

Headliners Include:
Pat Soldano of the Policy and Taxation Group and Sharmila Kassam of Function Advisory Services. Several hundred family offices attend our events annually. We have added More Emerging Strategy Speakers on 9th Oct 2019

Last year more than 3,000 people attended the events globally. The event runs from 8:00 a.m. to 4:30 p.m. with breakfast, lunch and a reception. Attendance is limited to a total of 120 people from SFOs, Multi-Family Offices (MFOs) and a select group of family office related businesses. Our events typically sell out and we have some of the best in the industry ratios of family office attendees.

Family Offices, Ultra High Net Worths and Open Architecture RIAs can register here - https://ivyfon.com/nov12forum/nov12sfo.php

All others can register here - https://ivyfon.com/nov12forum/nov12nfo.php

The agenda is here - https://ivyfon.com/nov12forum/agenda.html

For more details, please visit - https://ivyfon.com/nov12forum/index.html


Contact Information
Marty Secada
Ivy Family Office Network
90 SW 91st Avenue, Suite 307
33324
Voice: 917-231-7909