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Contact the Attorneys (203) 326-5145 |
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Frederic Siegel lectured to the Investment Management Institute's Wealthy Family's Forum on Pre-Nuptial and Post-Nuptial AgreementsDecember 7, 2011 Frederic Siegel lectured to the Investment Management Institute's Wealthy Family's Forum on Pre-Nuptial and Post-Nuptial Agreements at the Hyatt Regency in Greenwich, Connecticut. The Investment Management Institute (IMI) is a leading research and education organization for institutional investors and wealthy families around the world. Established in Greenwich, Connecticut in 1981, IMI has acquired an extensive network of over 25,000 institutional investor connections. This includes a strong affiliation with senior investment officers at leading endowments and foundations, corporate and public pension funds, nuclear decommissioning trusts (NDTs), asset consultants, faith-based organizations, funds of funds, and family offices. These relationships, coupled with our association with countless money managers operating in the $25 trillion asset management industry, has proven IMI more than capable of shedding light in these somewhat bleaker times. The one day Wealthy Family's Forum is complimentary to wealthy individuals and family office representatives. It is IMI's way of giving back to those who have been so supportive of our programs.The program covered areas of enormous value in determining the optimal financial solutions for family needs including insurance, legal guidance and investment strategies. Topics discussed: OPTIMIZING FAMILY ASSETS INVESTING IN PRIVATE ASSETS & ENTERPRISES TRADITIONAL INVESTING VERSUS ALTERNATIVES SELECTIVE OUTSOURCING WITH FAMILIES DIVERSIFYING PORTFOLIOS WITH GLOBAL INVESTMENT LONG TERM FAMILY CHALLENGES/OPPORTUNITIES THE EXPANDING ROLE OF MULTI-FAMILY OFFICES SOPHISTICATED PHILANTHROPY: CHARITABLE STRATEGIES THE ANATOMY (ADVANCED) OF ESTATE PLANNING SEEKING ALPHA IN PRIVATE EQUITY EDUCATING THE NEXT GENERATION FAMILIES PARTICIPATING IN SPORTS FRANCHISES Please visit The Investment Management Institute website. |
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