A Decade of Decisions | Family Office Exchange

Overview

Thursday, May 25, 2017 - 8:15am

First time ever offered in Ireland.

“A Decade of Decisions” is a dynamic program to accelerate your thinking about the future planning for business and family success, brought to you by Family Office Exchange and Key Capital Private.

Business and Wealth owning families will face very important decisions in the next decade, as family and business leadership have to deal with the complexity of changing world economies, challenging innovations in technology, lower investment returns, and the desire of many leaders to step down from active management as they reach the next chapter.

This special event will provide an opportunity to hear about what makes a family enterprise successful (including several case studies highlighting what successful families have learned along this journey), building the entrepreneurial mindset in the family, getting the right Governance structure, and investing in times of low returns, in addition to meeting other families like yours for sharing ideas.

About FOX

Family Office Exchange (FOX) is the premier global member network for enterprise families and their advisors who are pursuing best practices for managing their family enterprise and growing their family wealth. The community includes over 8,000 family leaders and sophisticated advisors from 460 organizations in 20 countries who utilize FOX’s resources each year for advice, networking, education, and best practices in wealth management.

About Key Capital Private

Key Capital Private provides a tailored wealth advisory service to a small number of very high net worth families and institutions. We help to grow and protect wealth. To achieve this, we first gain a deep understanding of our clients existing investment portfolios, return objectives, risk tolerance, tax situation, business, family relationships and desired outcomes. All of which influence how we design and manage portfolios aligned to family purpose. Key Capital Private is regulated by the Central Bank of Ireland.

Recommended for:

Enterprise Families

Location

The Merrion Hotel

Merrion Street Upper

Dublin 2

Dublin

Ireland

Registration

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Agenda

A Decade of Decisions

AGENDA

Hosts:
Key Capital Private and Family Office Exchange

Meeting Location: The Merrion Hotel
Merrion Street Upper, Dublin 2

Thursday, 25 May 2017

*8:15 a.m.*		*Continental Breakfast*

8:50 a.m.		Welcome – Introduction, FOX/Key Capital Partnership Fintan Maher, Managing Director, Key Capital Private

9:00 a.m.		FOX Introduction: *Building the Next Chapter of Your Family and Your Business* Ann Dugan, Senior Managing Director - Consulting, Family Office Exchange When the collective activities of the family grow beyond the boundaries of the original business there arises a variety of complexities that when understood and embraced guarantee continued family and business success. The secret is realizing that you have many parts worth preserving as well as building for future generations. Developing strong communication and governance practices are key to building trust and capturing opportunities while believing in the strategic advantages inherent in your long-term thinking. Attend with members of your next generation as we provide case studies of how other multi- generational families have moved from the original family business focus to building a holistic family enterprise that often includes their family office, family real estate, family foundation in support of maintaining and growing the family wealth.

*10:30 a.m.*		*Networking Break*

10:45 a.m.		Outcome/Goals Based Investing for Family Offices Ian Kilcullen, Chief Investment Officer, Key Capital Private Asset allocation is often cited as the main contributor to long-term returns. What tends to get less focus is the development of an approach for a family office to arrive at an appropriate asset allocation. Key Capital believes that a goals-based approach is the best one for families to identify their desired outcomes, constraints and preferences which should drive their strategic asset allocation. This presentation will focus on the key aspects and considerations of developing a goals-based approach to managing a family’s wealth.

11:45 a.m.		Investment Trends and the Future of Alpha Miguel López de Silanes, Market Leader for Europe and Latin America, Family Office Exchange This presentation will focus on the Yale investment model, the highlights of the 2016 FOX Family Office Investment Survey, and the trends & disruptions affecting the investment industry, all topics that will be key for making knowledgeable investment decisions for your family and your wealth.

12:45 a.m.		*Q&A from Participants to Panel* Facilitated by Fintan Maher, Key Capital Panel: Ann Dugan, Miguel López de Silanes, and Ian Kilcullen

*1:00 p.m.*		*Lunch*

2:30 p.m.		Meeting Adjourned

*** Business casual attire for meeting ***