1. Healthcare

YOUR INVITATION TO SPONSOR THE
4th Annual FOR Awards
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HOUSTONIAN HOTEL, CLUB & SPA
HOUSTON, TX
THURSDAY, JANUARY 29 2015
4TH ANNUAL FOR AWARDS JANUARY 29, 2015
HOUSTONIAN HOTEL, HOUSTON
PARTNER INVITATION
We are pleased to present the 4th Annual Family Office Review
Awards North America. In keeping with our tradition of innovation,
this year we bring you an exciting change of scenery as we move the
event to Houston. Why?
Houston is one of the largest cities in America
Forbes Magazine has dubbed Houston “The Third Coast”
Houston is the Energy Capital of the world and a major center of wealth
Houston also boasts one of the most rapidly growing populations in America
and a vibrant community of family offices and wealth advisors of all types
Houston weather is pleasant in January, making it a great place to kick off the
new year and celebrate the past year’s achievements within North American
family offices
You are invited to join us as a Partner in this memorable event. The feedback
from the past three years at the FOR Awards has been overwhelming positive. The
event fosters high quality interactions within a festive, relaxed atmosphere, which
past Partners have found to be highly conducive to making valuable connections. Our
Partners become closely involved in creating the programs and participating in both
the day forum and evening ceremony.
The Houstonian Hotel Club & Spa, one of the city’s most elegant hotels, is the venue
for our day program and evening gala dinner. Located near the Galleria, it was
named by Travel & Leisure Magazine as number 11 in the world among top hotels
and resorts in 2010.
“We started the FOR Awards in 2011 to reflect, share and
celebrate the richness of experience within our community. We
have the privilege to write about all of you each year and with
this awards program we create a special space and time to
shine the light on the best of the best – YOU, whom we are so
fortunate to meet every day. We put on the awards in the spirit
of respect and gratitude for the opportunity to work with you.”
WHY SHOULD YOU JOIN US?
As we all know, there are many other events
to attend and groups to join in this space what makes this awards gala so special? This
is personal… to us and to the audience. We
create an unusual, engaging program for both
day and night that leaves people with food
for thought and inspiration. And while it is an
elegant setting, we also have fun.
4TH ANNUAL FOR AWARDS JANUARY 29, 2015
HOUSTONIAN HOTEL, HOUSTON
PARTNER INVITATION
This is deliberately a small event
relative to other events in this
sector. We give a limited number of
awards to ensure that being a finalist
and a winner is recognized in the
industry as a meaningful honor and
a reflection of real achievement and
excellence. We also limit the number
of seats to allow everyone who
attends a personal experience and
high quality interaction with fellow
guests.
More so than most other sectors, family offices and businesses select their service
providers on the basis of personal connection and measure their success on factors
beyond mere numbers performance.
“The FOR Awards are anchored in the power of stories. Stories
connect us, and our mission is to create connection through
sharing and celebrating these stories.”
We’ve designed the nomination form this year to invite nominees to tell us all about
them in story form as well as provide objective data. With nominees’ permission, we
will publish a short anecdote from each on our awards page on the main website.
Family Office Review was purposefully founded as a magazine-style
publication, with enough space and time to dig into the histories and current
adventures of the people and companies we write about. Over the past four
years, we’ve built a global reputation we are proud of for excellence in original
coverage of this industry. We take these awards very personally and strive
to make the experience of the day and the evening programs likewise
personally enriching for each person who attends. We also strive to
ensure you, our Partners, find this event helpful in presenting yourselves
as the best in your field - leaders and innovators.
4TH ANNUAL FOR AWARDS JANUARY 29, 2015
HOUSTONIAN HOTEL, HOUSTON
PARTNER INVITATION
AWARDS
CATEGORIES
Everyone working for and with family offices has a story. The FOR Awards were
created to offer recognition for the individuals and corporations who are the driving
forces behind the growth in family offices and family wealth in general. Innovation,
leadership and entrepreneurial creativity are themes worthy of special attention
as the ingredients necessary for excellence in family office and wealth management.
Accordingly, we have shaped the awards categories this year to reflect focus on
nominees displaying these qualities.
We are proud to tell the stories of our nominees, finalists and winners.
Sponsored Awards
MARKETING INNOVATION
PHILANTHROPY INNOVATOR
CLIENT SERVICE INNOVATION
IMPACT INVESTING INNOVATOR
EXCELLENCE IN RESEARCH
FAMILY ENTREPRENEUR
COMMUNITY SERVICE
Family Office
MFO LEADER
MFO EXECUTIVE
MFO TEAM
Family Office Services
SFO LEADER (FAMILY MEMBER)
INVESTMENT ADVISOR
SFO EXECUTIVE
SPECIALTY SERVICES
SFO TEAM
TECHNOLOGY PROVIDER
LAW FIRM
ACCOUNTING FIRM
ESTATE PLANNING PROFESSIONAL
TAX PLANNING PROFESSIONAL
FAMILY OFFICE STRUCTURE PROFESSIONAL
PRIVATE BANK
TRUST COMPANY
4TH ANNUAL FOR AWARDS JANUARY 29, 2015
Michael J. Brink Award
The Michael J. Brink Industry Leadership pays tribute
to a man who brought heartfelt, positive presence
to everything he did. He was a great friend and
advocate of Family Office Review. He also impacted
colleagues in a personal way and brought change
within business by starting the Southeastern Family
Office Forum held each September in Atlanta. The
recipient of this award will be someone known in the
industry for these qualities.
HOUSTONIAN HOTEL, HOUSTON
PARTNER INVITATION
THE DAY FORUM
For our day program, we present themes and speakers not typically heard on the
mainstream family office conference circuit.
7:30-8:30 Registration and breakfast
Noon-12:30 Buffet Luncheon service
8:30-8:40 Welcome from Steffianna
Claiden, FOR CEO and program chair
David Berek, Handler Thayer
12:30-1:15 Luncheon Keynote – Drew
Waters, actor, with clips from the film
“The Ultimate Life”
8:40-9:30 Keynote 1 – Russell
Redenbaugh, Kairos Capital
1:15-1:30 Move to conference room
9:30-10:00 Keynote 2 - Kirby Rosplock
“A Year in the Life – The Book Journey”
10:00-10:30 Speaker 3
1:30-2:00 Speaker 4
2:00-3:00 Panel 2 – Houston:
Economic Outlook 2015 And Beyond
Close
10:30-11:00 Break
11:00-11:30 Panel 1 – Investment
Issues Theme
4TH ANNUAL FOR AWARDS JANUARY 29, 2015
HOUSTONIAN HOTEL, HOUSTON
PARTNER INVITATION
THE FOR AWARDS
GALA DINNER
Your participation in this event allows you access to a highly
sought-after audience of family members, family offices and
family businesses. It is a friendly, sociable setting that creates
an atmosphere conducive to relaxed conversation. As advisors
and service providers to this audience, you are aware a soft
approach is much more effective than a hard sales pitch.
Our experience is guests enjoy participating in the entire
evening; the opening reception and after-party are very well
attended.
Dress is cocktail attire, with black tie optional.
PROGRAM SCHEDULE
6:00-6:50 pm Reception on the Terrace
6:50 Dinner Bell, enter Grand Ballroom
7:00 Welcome from Steffianna Claiden, FOR CEO/Executive
Editor
7:10 State of the Family Office speech – family office member
or executive
7:20 Our charity speaker
7:30 Main course served
8:30 Keynote speech - Walter O’Brien from Scorpion Computer
Services
9:00-10:00 Awards ceremony hosted by Del Walker, PKF Texas
and Tom McCullough, Northwood Family Office
10-11 pm After party
4TH ANNUAL FOR AWARDS JANUARY 29, 2015
HOUSTONIAN HOTEL, HOUSTON
PARTNER INVITATION
CORPORATE PARTNER PACKAGES
All sponsors receive complete editorial coverage before and after the event. A special
hard-copy edition of our new publication Familia will be published in February. This
edition will be devoted to the awards and will be sent to all our family office members.
PLATINUM $21,500 – DAY
PROGRAM - SOLD
GOLD $16,500 – ONE SOLD,
TWO AVAILABLE
Benefits:
Benefits:
Headline day program sponsor –
luncheon sponsor
Day program sponsor – breakfast
sponsor
Speaking slot at day program
Full table
Signage at day and dinner
programs
Full page in program
Full page ad in day and dinner
programs
Three seats at day program
Full table at dinner
SILVER $9,500 – ONE SOLD,
THREE AVAILABLE
Five seats at day program
Benefits:
PLATINUM $21,500 – KEYNOTE
SPEAKER SPONSOR (ONLY ONE
AVAILABLE)
Half table
Half page in awards program
Two seats at day program
Benefits:
Introduces keynote speaker at
dinner
Keynote speaker seated at table
Signage at dinner programs
Full page ad in day and dinner
programs
Full table at dinner
Five seats at day program
3RD ANNUAL
4TH ANNUAL
FOR AWARDS
FOR AWARDS
JUNE 17, JANUARY
2014 STANDARD
29, 2015 CLUB/PENINSULA
HOUSTONIAN HOTEL,
HOTEL,
HOUSTON
CHICAGO PARTNER
PARTNER
INVITATION
INVITATION
ADDITIONAL SPONSORSHIP
OPPORTUNITIES
JANUARY 28 WINE TASTING SPONSOR $4500
Host our out of town guests and speakers the night before the programs at a local wine
bar for drinks and canapés. This has been a popular feature event the past three years.
OPENING RECEPTION SPONSOR $3500
Your signage and advertisement in the dinner program, host meet and greet with Family
Office Review team
INDIVIDUAL AWARDS SPONSORS $2000 – ONE SOLD, FIVE AVAILABLE
Your signage and advertisement in the dinner program, present sponsored award
AFTER PARTY $4500
Your signage and advertisement in the dinner program, host champagne toast for
finalists and winners.
We expect all sponsorship packages will sell out by December 1.
For more information or to reserve your sponsorship package please contact Steffianna
Claiden at [email protected].
TICKET PRICES
SINGLE TICKETS
FULL TABLE (10)
Day FORUM includes breakfast, lunch, tea/
coffee breaks
Early Bird $3700
Dinner includes cocktail reception, threecourse dinner with wine, post-party
Day program add-on for singles, half
tables and full table purchasers (must
be attending dinner to qualify) $150 per seat
Early Bird (September 1-November 15)
$445
Regular, after November 15 $495
Dinner only $395
Regular $3800
Day program attendance only $995
Nominations and table sales open
September 1
HALF TABLE (5)
Early bird special ends November 15
Early Bird $1795
Visit our website to download the forms
Regular $1875
www.familyofficereview.com
3RD ANNUAL
4TH ANNUAL
FOR AWARDS
FOR AWARDS
JUNE 17, JANUARY
2014 STANDARD
29, 2015 CLUB/PENINSULA
HOUSTONIAN HOTEL,
HOTEL,
HOUSTON
CHICAGO PARTNER
PARTNER
INVITATION
INVITATION
FAMILY OFFICE REVIEW
...the art and science of wealth
TM
For more information please contact:
Chicago Office: 312-836-3763
Steffi Claiden
[email protected]
414-377-5897 or 312-489-8378
Emily Master
[email protected]
630-640-0011
www.familyofficereview.com