Handler Thayer Family Office Forum
University Club of Chicago, Chicago, Illinois
Wednesday, June 27, 2018

Program Agenda

8:00am-9:00am
Registration and Networking Breakfast Michigan and Monroe Rooms, 2nd Floor

9:10am-9:15am
Main PresentationOpening Remarks from the Program Chair Cathedral Hall, 9th Floor
Steven J. Thayer, Partner, Handler Thayer, LLP

9:15am-10:00am
Forming a Family Office – Tax & Succession Planning Issues

    • The Impact of the New Tax Act on Family Office Structures
    • Recent case law updates
    • Single Family Offices, Virtual Family Offices & Multi-Family Office Structures

Discussion Leader
Thomas J. Handler, Partner, Handler Thayer, LLP
Panelists
Michael D. Whitty, Partner, Handler Thayer, LLP

10:00am-10:45am
The World of Wealth Management & Public Investments

    • Understanding Wealth Management Fee Structures
    • Determining Investment Objectives & Investment Policy
    • Hiring the Right Managers In House and Out of the House
    • Reporting & Accountability

Discussion Leader
Eric E. Kalnins, Partner, Handler Thayer, LLP
Panelists
Bill Woodson, Managing Director, Citi Private Bank

10:45am-11:15am
Break

11:15am-12:00pm
The World of Private Capital & The Family Office

    • Strategy & Allocation
    • Investment Trends
    • Competing with Private Equity
    • Co-Investments

Discussion Leader
Steven J. Thayer, Partner, Handler Thayer, LLP
Panelists
Paul Carbone, President and Managing Partner, PPC Partners, LLC
Ronald S. Diamond, Chairman and CEO, Diamond Wealth Strategies

12:00pm-1:00pm
Networking Lunch Cathedral Hall, 9th Floor

1:00pm-1:45pm
Philanthropy & The Family Office

    • Trends & Practices
    • The Role of the Family Office
    • The Impact of Impact Investing

Discussion Leader
John LaFleur, Director, Strategic Philanthropy, Ltd.
Panelists
Ashley D. Joyce, President, The Duchossois Family Foundation

1:45pm-2:30pm
Break Out Sessions

    • Track One: Risk Management & Security
      • Discussion Leader:  Michael White, Senior Vice President, Hillard Heintze
    • Track Two: Real Estate Investment Trends & Practices
      • Discussion LeaderDJ Van Keuren, Vice President, Hayman Family Office

2:30pm-2:45pm
Break

2:45pm-3:30pm
The Family Office Meeting Agenda:  Family Council & Governance Committee

    • Mission, Vision, Values
    • Engaging the Family
    • Engaging Others

Discussion Leader
Andrew Pitcairn, Chair, Pitcairn Family Council
Panelists
Susan R. Schoenfeld, CEO and Founder, Wealth Legacy Advisors LLC
Barbara R. Hauser, Editor-in-Chief, The International Family Offices Journal

4:00pm-6:00pm
Cocktail Reception Michigan Room, 2nd Floor

For more information about Handler Thayer and the services they provide please visit their site.
www.HandlerThayer.com