KCG Advisory – Family Office & Business Retreat – Flagship Edition (Ibiza)

KCG Advisory’s highly exclusive events are only featured through personal invitation or via LPGateway. 

The Family Office Retreats provide a unique contrast to typical events like SuperReturn by offering select senior family office employees and family representatives:

• Exclusive small group (c.40) peer-to-peer exchange with international family office/ business representatives and private investors (“You will only meet other private investors and no service providers”)
• Engaging mix of interactive discussion groups, panel discussions, workshops and social events.
• Ample room to network before, during and after the event enabled by our digital community.
• Strict “No sponsoring/ pitching/ service provision” policy (except for ‘Retreat: Investment Edition’, which will be sponsored by pre-screened GPs).
• Real human-based relationships forged by spending quality time together over 1-2 days.

Topics and Agenda for the Flagship Edition:

• Create the foundation of a “Greenfield” Family Office Strategy for the individual attendees. This foundation will be conceptualized through a series of workshops, discussion groups and impulse speeches regarding the following:
  • Purpose and Motivation behind the Family Office
  • Relationship with the Family Business (if still in existence)
  • Individual Role & Responsibility Description within the Family Office
  • Definition of the Family Office Typology
  • Definition of the Investment Strategy
  • Foundation of Governance and Operating Model

If you would be interested in attending, please reach out to LPGateway (contact@LPGateway.com) or KCG.