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EDUCATION SESSION #1016
Family Offices – Access, Challenges and
Getting to Yes
Marketing professionals and investment consultants often find the family office market shrouded in mystery and difficult to reach. Take a peek behind the curtain as professionals representing diverse roles share their perspectives on approaching and working with the family office, an attractive and growing market segment of investors.

  • What are the best ways to access this market? What are the obvious (and not so obvious) challenges?
  • Who holds the most influence over investments – the family or the family office executive?
  • Does the second or third generation have much say?
  • What are the key drivers for family offices in their decision to invest?
  • How does the family office view marketers?
  • How do multi-family offices differ from large single-family offices?

Bring your questions and what-if scenarios about working with the family office market. Share your experiences and anecdotes with colleagues as you network over drinks and snacks following the program.
DATE
3 October 2019
TIME
5:30 PM Registration
6:00 PM Event Begins
The program will begin  promptly  at  6:00 PM ; please allow time to get through building security and to register before the event begins. Those arriving after registration has closed will  NOT be admitted  and will be subject to a  "No Show Fee"  (see below).
LOCATION
Citco Fund Services (USA) Inc
350 Park Avenue, 13th Floor
New York , NY 10022 
PARTICIPANTS
G ail Harris
Sontag Advisory    

Tania Neild
InfoGrate

Claudia Bertolino
Moderator
Citco Fund Services (USA) Inc.      
HOST
Citco Fund Services (USA) Inc
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BIOGRAPHIES
Gail Harris
Family Office Specialist, Sontag Advisory

Gail Harris has been providing comprehensive wealth advice to high net worth and ultra-high net worth clients for over 20 years. Her passion is helping clients make financial decisions consistent with their goals, values, and resources by taking a comprehensive approach that considers investments, estate planning, tax, insurance, cash flow and charitable planning. She particularly enjoys guiding clients through major transitions in life including selling a business, retirement and divorce. Gail is a Director with Sontag Advisory, a Registered Investment Advisor in New York. Prior to joining Sontag, she honed her experience as a wealth manager during tenures with Merrill Lynch, US Trust, Key Private Bank, and a large Single Family Office serving a 150 member, three generation family in the Midwest. After graduating Oregon State University with a bachelor’s degree, Gail served as an officer in the U.S. Navy, followed by nine years of experience as a commercial banker with major money center banks before transitioning to wealth management. She holds the CERTIFIED FINANCIAL PLANNERTM designation and earned the Certified Investment Management Analyst (CIMA®) designation from The Wharton School at the University of Pennsylvania. Gail is a member of the Investments & Wealth Institute, the Exit Planning Exchange and the Family Firm Institute. She is an average tennis player, a poor golfer and an enthusiastic cyclist who dreams of one day completing a ride across the U.S. via the Transamerica Trail.

Tania Neild
Founder, InfoGrate

Dr. Tania Neild runs InfoGrate, an information technology consulting company that supports family offices. With over 30 years of experience, Dr. Neild supports all aspects of their technology from cybersecurity and data integration to vendor selection and performance reporting. She served as the CTO and COO of Private Client Resources, an aggregation, reconciliation and client performance reporting platform and before that she served as CTO of Envestnet, where she built a separately managed account platform recognized by Forbes in 2001 as “Best of the Web.” Co-founded by Dr. Neild, Envestnet went public in the fall of 2010. Dr. Neild began her career as a scientist for the National Security Agency. She earned a PhD in engineering from Northwestern University and a Bachelor’s degree in mathematics from Emory University.

Claudia Bertolino
Head of Business Development, Citco Fund Services (USA) Inc.

Claudia Bertolino is a Managing Director and the Head of Business Development for Citco Fund Services. Claudia’s broad-ranging role is responsible for securing new fund services mandates for all lines of business, which include hedge funds; private investments; real assets; trusts & foundations; family offices as well as leading on marketing the entire proposition. She began her career at Citco in 2000 in the Fund Accounting department where she was directly involved in the development and rollout of Citco’s Proprietary Æxeo Platform to Fund Services clients. In 2012, Claudia transitioned from her former role as a department head of Citco’s New York based Fund Accounting Group to focus on enhancing the Client Service and Relationship Management model at Citco and as of January 2017 she has attained the role of Head of Business Development. Before joining Citco in 2000, Claudia began her professional career in public accounting at Arthur Andersen, LLP in their Asset Management & Hedge Fund Assurance Practice. There she assisted in audit engagements with several of the Funds she continues to service today. Aside from her professional work in the Alternative Investment Industry, Claudia is personally dedicated as a member of the New York Help for Children (HFC) Committee of Hearts and a founder and Board Member for the MGB Memorial Scholarship Fund.
ABOUT
Citco Fund Services (USA) Inc
The Citco Group of Companies (Citco) is a leading provider of asset servicing solutions to the global alternative investment industry. With over $1 Trillion in assets under administration and 7,000 staff deployed across 40 countries, Citco’s unique culture of innovation and client driven solutions has provided Citco’s clients with a trusted partner for five decades. Having grown organically into one of the largest asset servicers in the industry, Citco’s Fund Services division offers a full suite of Middle Office and Back Office services including, treasury and loan handling, daily NAV calculations and investor services, corporate and legal services, regulatory and risk reporting as well as tax and financial reporting services. Investing heavily in innovation and technology whilst further developing its current suite of client friendly solutions, Citco will continue into the future as a flagbearer for the asset servicing industry.
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