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Ivy Family Office Network (IVYFON)

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The Ivy Family Office Network (IVYFON) - Full-Day Seminar on November 12th

Dallas, TX, October 24, 2019 --( The Ivy Family Office Network will have their Family Office 2019 Trends forum on November 12th, in the Dallas crescent area. It is a full-day seminar,

There is a family office-only dinner party following the forum. There is a nominal fee for Single Family Offices (SFOs) and Ultra High Net Worths.

The basic aim is to share insights and improve the overall knowledge of the family office and institutional investor class. The seminar is ideal for Single Family Offices, Multi-Family Offices, High Net worth Individuals and other Private Investors. Breakfast, lunch and a reception are part of the program. There is a nominal fee for Single Family Offices (SFOs) and Ultra High Net Worth’s.

Headliners Include:
Pat Soldano of the Policy and Taxation Group and Sharmila Kassam of Function Advisory Services. Several hundred family offices attend their events annually. They have added More Emerging Strategy Speakers on 9th Oct 2019

Last year more than 3,000 people attended the events globally. The event runs from 8:00 a.m. to 4:30 p.m. with breakfast, lunch and a reception. Attendance is limited to a total of 120 people from SFOs, Multi-Family Offices (MFOs) and a select group of family office related businesses. The events typically sell out and they have some of the best in the industry ratios of family office attendees.

Family Offices, Ultra High Net Worths and Open Architecture RIAs can register here -

All others can register here -

The agenda is here -

For more details, please visit -
Contact Information
Ivy Family Office Network (IVYFON)
Marty Secada

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