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11th Annual Institutional Investor Summit


More than 100 of America’s wealthiest families and high-net-worth individuals will convene in September for the 11th Annual Investor Family Office Wealth Conference, sponsored by family office firm Lido Consulting, Inc and Institutional Investor magazine. Attendees of the prestigious event, many of whom have a net-worth of $1 billion or more, will be discussing asset preservation, investment strategies, responding to the aftermath of the economic crisis and resulting meltdown of financial markets, and other topics.

The summit will feature panels, keynote presentations, and breakout sessions led by an impressive group of speakers including Charles Wheelan, public policy professor at the University of Chicago and author of Naked Economics; Marcus Grubb, managing director of the World Gold Council; Bob Pisani, CNBC correspondent; Harvey Shapiro, senior advisor, Institutional Investor magazine; and Keith Bloomfield, president & CEO of the Forbes Family Trust. Also on the agenda are critical issues that family firms must navigate in today’s global marketplace that pose more questions than answers than any time in recent history.

“Loss of trust and market uncertainty are major concerns among investors that have led to heightened risk management,” says Greg Kushner, founder and president of Lido Consulting. “Families of all financial sizes are seeking sound advice, not salesmanship, to preserve assets and plan for the future as family office executives develop new processes to strengthen accountability, financial management, and client relationships,” he says.

Despite the rising influence of big business, family offices remain a powerful force in the U.S. economy. Twenty-five percent of America’s wealthiest families, including the descendants of banking barons, media magnates, retailers, and entrepreneurs, own an estimated 87 percent of the country’s wealth or $54.2 trillion according to the Joint Center for Housing Studies. The University of Southern Maine Institute for Family-Owned Business reports family-owned businesses account for 60 percent of U.S. employment, 65 percent of wages paid, and 78 percent of all new job creation. Family-owned firms also account for 35 percent of Fortune 500 companies, and nearly half of the U.S. Gross Domestic Product.

Pre-qualification for the Family Office Wealth Conference, held September 26-28 at the Montage Resort in Laguna Beach, CA is required. For information please contact Alyssa Weinberger. (310/278-8232, ext. 103, aweinberger@lidoconsulting.com, www.lidoconsulting.com/consulting/familyconference.htm)


About Lido Consulting, Inc.

Lido Consulting, Inc. was founded in 1995 to provide consulting services for families and individuals of substantial wealth and trusted advisors who are responsible for the management of wealth. Its affiliate Lido Advisors, Inc. is an independent registered investment advisor founded in 1999 as an alternative to brokerages and bank-owned firms to provide wealth management and financial planning services for families, high-net-worth individuals, trusts, and nonprofit organizations. (www.lidoadvisors.com)


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