Wealth Management: Northern Trust Family Financial Forum

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Wealth Management: Northern Trust Family Financial Forum

"Learning, Leading and Legacy"
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June 11 - 13, 2008
Four Seasons Hotel
Chicago, Illinois

It is our pleasure to invite you and your family to attend our Wealth Management Group Family Financial Forum, which will take place June 11 - 13, 2008 at the Four Seasons Hotel in Chicago, Illinois.

As Hodding Carter asserts above, a lasting legacy involves providing our children roots and wings. The question is, “How?” In our ever changing and challenging world, how can we leave a meaningful legacy for our families – one that provides the next generation with the means, aptitude and education to build meaningful, rewarding and productive lives? Our goal with this Conference is to give your family the chance to consider and discuss the opportunities and issues surrounding family wealth and legacy preservation.

We have sessions designed to provide family members time to interact with other families; as well as time for family office executives to connect with each other. We have chosen the theme, "Learning, Leading and Legacy", to encompass a wide range of thought-provoking topics. While listening and learning from various industry experts, we hope you, in turn, will share your knowledge and experience with each other.

Our program features Christopher Galvin, Jonathan Tisch and Christopher Gardner who will share their own family legacy stories filled with successes, failures and lessons learned. In addition, Futurist Andrew Zolli will discuss ways to prepare ourselves for the complex changes that lie ahead. We are very pleased to welcome Senator Robert Dole and Senator Tom Daschle, as the keynote speakers at our closing luncheon on Friday, June 13, 2008. We will be in the midst of our Presidential campaign and these esteemed and entertaining politicians will give views from each side of the aisle.

We welcome you and your family to join us and look forward to seeing you in Chicago.

Douglas P. Regan
The Wealth Management Group
Registration for the 2008 Family Financial Forum must be received by May 5, 2008.

  • Register Online
  • Fax the conference registration form to: (312) 557-1805
  • Mail the conference registration form to:
    Nikki Hudson
    Northern Trust
    50 South LaSalle Street B10
    Chicago, Illinois 60603.


The Four Seasons Chicago is located at 120 East Delaware Place, just west of Michigan Avenue. For room reservations, please call the hotel directly at (312) 280-8800 and identify yourself as part of the Northern Trust Wealth Management Conference. To insure your room reservation and receipt of the special conference rate, the hotel must receive your reservation prior to Friday, May 9, 2008. Reservations requested after that date will be filled on a space-available basis and could be at higher rates.

All accommodations are deluxe hotel units with king bed at the special group rate of $385. A small number of executive suites (larger rooms with sitting area and sofa bed) are available on a first-come basis, at the special group rate of $435. All rooms add current taxes of 15.4%. Requests for special accommodations can be made when you book your reservation. Gratuities for room attendant and baggage handling are not included and are at the discretion of each guest.

Check-in time is after 3:00 p.m., and check-out time is at Noon. Rooms not vacated by Noon will be assessed a late charge, unless you have made prior arrangements with the Hotel’s management. Rooms will be held for late arrival if guaranteed by a one night’s deposit on a major credit card at the time the reservation is made.

For more information about the Four Seasons Hotel Chicago, visit: www.fourseasons.com/chicagofs.

Transportation to and from Navy Pier, for our Wednesday evening reception, will be provided.


Chicago is served by both O’Hare International and Midway airports. All major and domestic airlines serve O’Hare. Transfer time from O’Hare to the hotel, depending on traffic and weather, is 30 - 60 minutes. Midway Airport, serving domestic flights, is 20 - 30 minutes away. Several major car rental companies operate at both airports, and taxi and limousine services are readily available as well. Click here for driving directions from either airport.

The Concierge at the Four Seasons can be reached by cailing (312) 280-8800, and is happy to assist in arranging transportation. Prices vary, depending on needs.


Business casual attire is appropriate during the meetings and for the Wednesday evening reception. For the Thursday dinner, sport coats and ties for the gentlemen and dresses or pantsuits for the ladies are suggested.

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