USC Marshall Family Business Program and the Los Angeles Chapter of the Association for Corporate Growth to Present Symposium for Family Office Executives

Half-day session to focus on the complexities of transitioning from a family business to a family office

LOS ANGELES--()--The Los Angeles Chapter of the Association for Corporate Growth (ACG LA) and the USC Marshall Family Business Program will present a half-day family office symposium, titled, “Creating Liquidity, Investment Strategies and Selecting Advisors” on Oct. 13. The symposium will be held from 1 to 5:30 p.m. at the Ronald Tutor Campus Center on the University of Southern California University Park campus.

Designed for family office executives and professional services providers, the symposium will focus on the issues and complexities of transitioning a family business to a family office.

“We are excited to be working with the Family Business Program at USC,” said Bill Webster, ACG Los Angeles CEO. “As the merger and acquisition trade association of Los Angeles, our members can provide family offices with guidance through the issues of liquidity, growth, capital and professional advice. This symposium will be a first step in integrating our two programs.”

The symposium begins with a keynote, “Transitioning the Business is Easy. Transitioning the Family is Hard,” featuring James G. Ellis, dean, USC Marshall School of Business, and Lee Hausner, Ph.D. author and senior advisor the USC Marshall Family Business Program.

The keynote is followed by three concurrent panel breakout sessions: “Creating Liquidity in your Family Business and Strategies for Growth,” moderated by Larry Braun, partner, Sheppard, Mullin, Richter & Hampton LLP; “Investment Strategies for Your Family Office and the Role of Private Equity,” moderated by Lloyd Miller, private equity leader for RSM Global; and “Selecting the Right Advisor to Grow and Protecting Your Family Wealth,” moderated by Rob Francais, CEO, Aspiriant.

The symposium concludes with a panel, “How we Made our Transition from a Family Enterprise to a Family Office,” moderated by Tim Lappen, partner, founder and chairman of the Family Office Group at Jeffer Mangels Butler & Mitchell.

The forum is presented by J.P. Morgan and Jeffer Mangels Butler & Mitchell LLP. Further information and online registration for the event can be found at: http://www.acgla.org/events/event.aspx?F_d=10%2f13%2f2016&F_y=2016&F_m=10&EventId=60568. The registration fee is $95.

USC Marshall School Family Business Program

The mission of the USC Marshall Family Business Program is to ‘Create Sustainable Value by Increasing the Professionalism of the Business and the Effectiveness of the Family’. Program members and participants gain enhanced skills to grow their business and build a family legacy. More information on the USC Marshall School of Family Business can be found at: www.marshall.usc.edu/familybusiness

Association for Corporate Growth Los Angeles

For more than 40 years, ACG LA has been a hub for the city’s business community and a place for executives of all types to learn new practices, challenge conventional thinking and broaden and strengthen their relationships throughout the region.

ACG LA’s members represent companies and industries that are as varied as the neighborhoods of Los Angeles – corporate executives, commercial and investment bankers, private equity investors as well as legal, accounting and finance professionals, many of whom specialize in mergers and acquisitions or corporate development.

More information on ACG LA can be found at: http://www.acgla.org/

Contacts

USC Marshall Family Business Program
Kirk Stewart, 503-705-9702
kirk@ktstewart.com

Release Summary

USC Marshall Family Business Program and the Los Angeles Chapter of the Association for Corporate Growth to present symposium on transitioning a family business to a family office.

Contacts

USC Marshall Family Business Program
Kirk Stewart, 503-705-9702
kirk@ktstewart.com