11th Annual Lido Consulting Family Office Investment Symposium

Our Director of Business Development, Dave Riebe, looks forward to the opportunity to meet with you to discuss the use of directed trusts at the 11th Annual Lido Consulting Family Office Investment Symposium, being held at the Loews Hotel in Santa Monica, California from February 29 – March 2, 2016.

Topics at this year’s symposium include: Trends in the Family Office, Alternative Investment Panel, Real Estate Investment Outlook, Getting Real Value from Your Investment Policy Statement, Looking for Opportunities in Real Estate Through First Trust Deeds, The FBI on Cyber Security, The Future of Direct Private Equity Investments and the Co-Investments, Philanthropic Update & Succession Planning: Opportunities for Responsible Investors & Their Advisors, Fixed Income Discussion, Living with Deflation: Thoughts on the Next Twenty Years, The Next Generation and How They will Utilize their Entourage, as well as a Due Diligence Workshop.

If you are unable to attend the conference and wish to speak with us about planning for your clients, please feel free to contact us directly at 302.658.7214 or businessdevelopment@commonwealth-trust.com.  If calling by phone, you can ask for David R. Riebe, Director of Business Development, or Kristen M. Powers, Business Development Manager.

Commonwealth Trust Company

Delaware’s independent, privately-held boutique trust Company partnering with your existing Advisers to provide sophisticated, professional trustee administration solutions

Commonwealth Trust Company is pleased to provide this article as a guide. Commonwealth Trust Company is not engaged in the practice of law and is not providing legal advice by the provision of these materials. Commonwealth Trust Company recommends that clients seek the opinion of their attorney regarding the specific legal and tax issues addressed in this article.