Reminder - Pat Soldano to Headline - November 8th San Francisco - Family Office Forum

We are running a family office forum in San Francisco on November 8th. 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. 

Pat Soldano former head of GenSpring West Coast, will be headlining our event. She has led multiple family offices beginning with the Marshall Fields family office, and later Cymric which she merged into GenSpring. She is the founder of the Policy and Taxation Group which addresses high net worth and ultra high net worth taxation policy. 

Other speakers include: Li Chang, CFP? of 7Summit Advisors, LLC, Gregory W. Genovese of Pacific Valley Realty Capital, Xiaohan Zhu of ZMT Capital, and Alan Snyder of Shinnecock Partners (FOF) . Last year more than 3,000 people attended our events globally. Several hundred family offices attend our events annually. 

More details are here - https://ivyfon.com/nov8agenda.html. There is restricted attendance for non family offices. Speakers get undiluted focus from attendees who are specifically from the family office sector.