Sea Island GA Family Office Masterclass

Sea Island, GA Sept 24-26th

Families and FO Executives Given Priority

What’s Included: 

 Interactive Workshops and Roundtable Discussions with Experts and Peers

 Catered breakfasts and lunches and private dinners

 Access to the fitness facilities and grounds

 Invitations to all social activities which may include golf, tennis and excursions

 A copy of The Effective Family Office: Best Practices and Beyond book

 1 month of Family Office Association Digital Membership

Are you a member of Family Office Association? Click to purchase through FOA for a 20% member discount. 

About this Masterclass Session

Sunday – September 24th

  • Welcome Reception & Cocktails
  • Group Dinner

Monday – September 25th 

Not Your Father’s Family Office. Millennials Taking Over in the Family Office – Part 1

As Presented by Angelo Robles, Author of Effective Family Office: Best Practices and Beyond and Ellie Peters, Next Generation Board Member of Family’s SFO and Wealth Advisor, LVWFlynn

  • On the Cusp of a $59 Trillion Dollar Wealth Transfer
  • The Millennial Vision of the Family Office
  • Radical Transparency. Social Impact
  • Why Technology is Changing Everything
  • Globalization and Collaboration the Millennial Way
  • How Family Office Executives Can Better Engage and Adapt to The New Normal
  • What I Learned from a 29 Year Old Running a Family Office

Trends in Family Office Compensation

Presented by Trish Botoff, Founder Botoff Consulting

  • Latest trends in compensation for direct investing family offices
  • Creative incentive compensation aligning family and executives interests
  • Compensation strategies to avoid conflicts of interest in the family office
  • Regional family office compensation report
  • Five Easy Steps to Better Cybersecurity
  • Scorecard for family office executives

Tuesday – September 26th 

The Future of Investing as Impacted by Machine Learning and AI

As Presented by Adam Robinson, Entrepreneur, Author and Macro Advisor

  • Highlights of the Next 10-Years and What to Do Now to Prepare
  • Will Machine Learning Algorithms Threaten investment Professionals in the Family Office?
  • Quant Trading: New Era is Upon Us
  • Is the Chance to Make Real Money Over in 20 Years? Why the Answer May Be Yes
  • Robo Advisor 4.0 Could Look Like This
  • Why the World’s Best and Wealthiest Billionaire Investors Are Scrambling to be Number One in AI / Machine Learning
  • This is the Hedge Fund Future

Not Your Father’s Family Office. Millennials Taking Over in the Family Office – Part 2

As Presented by Angelo Robles, Author of Effective Family Office: Best Practices and Beyond and Ellie Peters, Next Generation Board Member of Family’s SFO and Wealth Advisor, LVWFlynn

  • On the Cusp of a $59 Trillion Dollar Wealth Transfer
  • The Millennial Vision of the Family Office
  • Radical Transparency. Social Impact
  • Why Technology is Changing Everything
  • Globalization and Collaboration the Millennial Way
  • How Family Office Executives Can Better Engage and Adapt to The New Normal
  • What I Learned from a 29 Year Old Running a Family Office

Effective Family Office Masterclasses are a blend of social activities and programming which enable attendees to compare notes and learn from one another while being guided by instructors.

Effective Family Office Masterclasses are designed as small group sessions that encourage open discussion and ‘hands-on’ interaction. In addition to founder Angelo J. Robles, guest experts will oversee specialized sessions. Detailed syllabuses and additional information will be released to attendees prior to the Masterclass.

Expert Instructors

Angelo J. Robles

Angelo Robles, Best Practices

Angelo Robles, Family Office Association, sets the tone for the Masterclass by establishing the parameters around best practices. He will lead sessions throughout the week that provide context for the in-depth topics and create actionable take-aways from the Masterclass.

Ellie Peters

Next Generation Board Member of Family’s SFO and Wealth Advisor, LVWFlynn

Trish Botoff

Botoff Consulting

Adam Robinson

Entrepreneur, Author & Macro Advisor

Have Questions?

Get Answers - (203) 570-2898

Are you a member of Family Office Association? Click here to purchase through FOA to get a 20% member discount.