PHOENIX--(BUSINESS WIRE)--Over the last two decades, family offices have become an increasingly impactful player in the investment management space. As their influence has grown, so too has their need to maintain the privacy of their families while still continuing to keep abreast of market trends and evaluate new investment opportunities.
IFG Network provides a platform for single and multi-family offices to achieve this through benchmarking their existing practices among peers and building strategic relationships with relevant service providers.
The most recent IFG Wealth Management Forum continued a tradition of providing an intimate environment for families and selected service providers to engage in a meaningful way.
IFG’s strategy to personally invite each attendee results in a diverse group of handpicked executives to identify and discuss the most pressing issues in an environment that breeds knowledge sharing.
Keynote speaker Steven Skancke, Chief Investment Officer, Keel Point LLC, shared insights on asset allocation and diversification strategies. Eric Barlow, Managing Partner, Andina Family Offices, discussed the use of alternatives to participate in growth while dampening volatility and minimizing risk.
The event also included a panel discussion on asset diversification, and roundtable discussions on family office trust management, embracing philanthropy and ensuring effective family meetings. While each two-day meeting involves lengthy planning and is built on a decade of relationship building and service, the results are always gratifying for the IFG team.
A CIO from Alaska Trust: “The quality of the speakers and investment managers was phenomenal at this Event. The peer group represented created great networking opportunities.”
A General Partner from Benhamou Global Ventures comments: “A high quality event and a great relationship building opportunity with key family office decision makers.”
Martin Levy, Director of IFG Network, adds: “Family office leaders recognize that they constantly need to evolve best practices to reflect changes in technology, regulation, markets and politics. In addition, day-to-day responsibilities with families and clients demand much of their time and energy – the combination means that very little time is afforded to evaluate different investment strategies and alternative service providers who, given the introduction, can genuinely add value. IFG addresses this by combining curated service provider introductions and high-level industry insight with the ability to network with peers in a condensed yet powerful two days.”
More information on IFG Wealth Management Forum, 24-25 April, 2017, visit: www.ifg-network.com