IFG Wealth Management Forum

May 21, 2013 10:00 AM Eastern Daylight Time

VANCOUVER, Canada—( BUSINESS WIRE )—Market conditions are forcing even the wealthiest families to take a more critical look at their investment practices. Wealth preservation is demanding increased focus from family offices today, however when you add economic uncertainty to the mix as well as the goal to protect wealth and ensure the family legacy endures, it is clear that family offices need to look for innovative solutions to maximize portfolio returns.

The International Forum Group 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 upcoming IFG Wealth Management Forum will be held in Phoenix, Arizona, October 21-22, 2013.

IFG brings together thought leaders in the field of wealth management to discuss best practices on wealth preservation, asset protection, risk minimization and wealth transfer. More than ever, obtaining efficient access to the best advisors and investment products is critical for family offices and IFG has become an important conduit in this process.

Attendance is invite-only, referral driven and restricted to include CIOs, Presidents and Managing Directors from single and multi-family offices and selected registered investment advisors (RIAs).

Past attendees included the CIOs, CEOs and senior executives from Pitcairn, Collins Capital, Greycourt & Co. BNR Partners among others.

According to Martin Levy, Director of The International Forum Group ’s Vancouver office, the company has developed “a unique formula which matches the investment requirements of leading family offices with the services provided by highly specialized wealth advisors.”

The President and CEO of the Policy and Taxation Group, a speaker at the Fall 2012 IFG Forum said: “The IFG Wealth Management Forum provides an excellent opportunity for families and advisors to learn the latest and best approaches to investment, risk mitigation and family governance.”

“Great opportunity to discuss our business with interested investors,” said the Chairman & CEO of Broadstone Net Lease Inc. a solution provider. “Excellent meetings — very high quality,” noted the CIO from Five States Energy Capital LLC.

The CEO of Forbes Family Trust commented: “Excellent forum for the exchange of ideas and information between investing leaders.”

What makes the IFG Wealth Management Forum unique is not only the high-level and intimacy of the sessions but also the research that goes into organizing each session, Martin Levy adds. “Our Investor research team spends six months researching with family offices to define very specific requirements for all participants, while our experienced Advisor team analyses the market and determines relevant Managers in each asset class”, he detailed.

As a result, the IFG Wealth Management Forum has become the leading family office investment event over the past few years and continues to provide a platform for family office thought leaders to establish powerful alliances.

For more information please visit the event website at www.ifgwealthmanagement.com or www.internationalforumgroup.com