Last updated: 13:47 / Friday, 28 June 2013
FIBA Wealth Management Forum

The Role of Family Offices in Wealth Management Today

From 16-Sep-2013
| Convening completed
JW Marriott Marquis Hotel, Miami
The Role of Family Offices in Wealth Management Today

There are significant challenges facing wealthy families today as they think about provisioning the kinds of services they require.  What are the characteristics of the ideal service provider?  Do we go exclusively in house or do we go with more commercial offerings? Do we think our needs can be met in a multi-family office?  Do we bring technology in house or can we utilize service provider platform?  What about security?  Where do we get it for our family members?  What about privacy and keeping our data safe? How do we avoid the risk of cyber- attacks and fraud? All these matters are going to be discussed next September during the FIBA´s Wealth Management Forum.

The speakers of this panel are:

  • Allison P. Shipley - Principal, PwC
  • Annette V. Franqui, Managing Director, Forrestal Capital Limited
  • Jeff Kauffman, Chief Executive Officer, Global Family & Private Investment Office Group, Northern Trust
  • Santiago Ulloa, Managing Partner, WE Family Offices

If you want to attend register in the following ways:

  1. Register online
  2. Call FIBA at (305) 579-0086 or email

FIBA's Wealth Management Forum is an unique platform to facilitate knowledge exchange on cutting edge issues through targeted panel discussions and current case studies combined with the insightful perspectives of our invited experts.