Family office roundtable breakfast & dialogue

Thursday, Jan 30, 2020 at 7:30 AM to 10:00 AM CST

Coronado Club, Coronado Club, 919 Milam St. #500, Houston, TX, 77002, United States

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Thursday, Jan 30, 2020 at 7:30 AM to 10:00 AM CST

Coronado Club, Coronado Club, Houston, TX, 77002, United States.

Family offices are looking for more opportunities in wealth preservation, philanthropic activities and increasingly, asset management that includes direct investment in private companies and investment funds. It is important to create a built-out internal investment infrastructure to ensure the growth of the family office. In addition, private equity firms are likely to face more competition as family offices engage in more direct investment.

 

Join us for a co-hosted event with Citi Private Capital Group, where we will cover topics relevant to family office leaders and executives. Our program includes:

 

7:45 am – 8:00 am

Arrive / Networking

 

8:00 am – 8:40 am

Longevity – challenges and opportunities for family office structures and investments

Brett Scola, Partner & Family Office Regional Leader, RSM US LLP

8:40 am – 9:20 am

Capital Markets – Thinking Outside of the Box

Rich Cea, Head of Institutional Solution Sales, Citi Private Bank

9:20 am – 9:30 am

Break

 

9:30 am – 10:00 am

Family Office Panel covering these timely topics and more:

  • Structural Evolution in Family Offices
  • Investments: What to Do After the S&P500 Was Up 30% in 2019?

Moderated by Alexi Coscoros, Family Office Advisory, Citi Private Capital Group

 

This is a free event and breakfast will be served. Valet parking is available. Jackets required at the Coronado Club. More information about the dress code policy and location can be found here. 

RSM US LLP

www.rsmus.com

Contact Laura Brickey at Laura.Brickey@rsmus.com with any questions or if you need to cancel your registration.

Contact the Organizer