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.

1. www.internationalforumgroup.com
Redefining family office
investment practices through
International Forum Group
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 Florida, 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.
FOR IMMEDIATE RELEASE
IFG WEALTH MANAGEMENT FORUM
THE PREMIER EVENT FOR NORTH AMERICAN FAMILY OFFICES
October 21-22, 2013, Florida
www.ifgwealthmanagement.com
Family
offices need
to look for
innovative
solutions to
maximize
portfolio
returns

2. www.internationalforumgroup.com
IFG WEALTH MANAGEMENT FORUM
THE PREMIER EVENT FOR NORTH AMERICAN FAMILY OFFICES
October 21-22, 2013, Florida
www.ifgwealthmanagement.com
“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.
Salpi Balian
Press Manager – IFG
pressifg@ifgemea.com
For more information: pressifg@ifgemea.com
About the IFG Wealth Management Forum 2013
IFG’s Wealth Management Forum 2013 provides a unique platform for investment decision makers from
single and multi-family offices to engage in vibrant benchmarking sessions and gain practical solutions and
best practices to achieve optimal portfolio returns. The upcoming event will take place in Florida, October
21-22, 2013.
For more information please send an email to pressifg@ifgemea.com or visit the event website at
www.ifgwealthmanagement.com
About International Forum Group
International Forum Group is a world-leading business information company, organizing exclusive, invitation-
only gatherings of business leaders across multiple industry sectors.
Providing a platform for senior executives to build mutually beneficial business partnerships, International
Forum Group has designed an unparalleled system for matching the core buying needs of the world’s largest
organizations with the best solutions available in the global marketplace. Empowering all our clients with the
knowledge they need to lead in their respective fields is a fundamental goal of all our forums.
For more information, please visit: www.internationalforumgroup.com
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pressifg@ifgemea.com