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.
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IFG Network: How Family Offices Connect
1. Press Release – November 10, 2016
IFG Wealth Management Forum 2016
www.ifg-network.com
IFG Network: How Family Offices Connect
FOR IMMEDIATE RELEASE
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 Spring IFG Wealth Management Forum took place in Scottsdale, April 18-
19, 2016 and 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 of Keel Point LLC, shared his
insights on asset allocation and diversification strategies. Eric Barlow, Managing Partner of
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.”
For more information about our upcoming IFG Wealth Management Forum taking place 24-
25 April, 2017 please visit the event website at www.ifg-network.com.
Leyana Daccache
Digital Media & PR Executive
leyanad@marcusevanscy.com