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Membership FOR THE WEALTH MANAGEMENT COMMUNITY
NMS
Family Office Forum Membership
Membership will be required to
attend the NMS Family Office Forum. Over the past 12
months, we have worked closely with our key
relationships in the Family Office Community
conducting research on industry trends and exploring
the needs and priorities of families. Our research
tells us that family office professionals consider
NMS Forums to be an important resource in assisting
the families to manage their investment portfolios.
The non-commercial environment, the unbiased nature
of the programming, the knowledge exchange among
peers, and the ability of NMS to continually
showcase cutting-edge investment ideas and concepts
from leading thinkers are all hallmarks of NMS
Forums. We envision that a a network of peers
established through membership will build an even
stronger platform for education and intellectual
advancement. The NMS Family Office Forum program
content will remain unbiased, and speakers will be
invited based on research independent from NMS
membership.
NMS membership will be required
for both family members and advisors to gain access
to our forum. This approach will allow NMS to
preserve the integrity of our forums over the
long-term. One membership is required per family or
service provider in order to register for upcoming
events. Membership for service providers will be
limited.
Family
Office/High-Net-Worth Individual Membership
By elevating our annual Forum to a membership
platform, NMS can provide a higher quality event
with a greater sense of community for families and
an access to high quality service providers who can
offer solutions and services in a variety of
specialties upon request. We expect Membership for
our Family community to yield benefits for investors
similar to other NMS investor platforms. We find
that our memberships generally attract organizations
who demonstrate a commitment to quality service in
the industry, and who value long-term relationships.
Membership access for families and service provider
firms is by application.
Download Membership Application.
Service Provider Membership
Service Provider membership is being designed to
encompass a broad-cross section of firms who serve
family offices and High-Net-Worth Investors. The
Membership will include a variety of advisor firms
dedicated to the family office community as well as
a range of consultants and investment managers
across strategies and regions of the globe. NMS
provides the opportunity for relationship
development in a non-commercial setting. NMS
Membership is appropriate for firms who provide high
quality services to Families and whose own mission
and approach to business is aligned with the NMS
requirement of non-solicitation.
Member firms will benefit
from greater presence in the family office community
and will be one of a small number of service
providers in an exclusive family community. Member
firms will gain access to our Forum and have
benefits that promote awareness of their firms’
products and services among families in the NMS
community. These benefits will include periodic
communications from NMS about member firms to Family
members. Service provider membership will be capped
at a maximum of fifty firms. Thus the ratios of
family attendees to service providers will be
extremely favorable for all members. Founding
members will be given preference for membership in
2013, provided that all member protocols have been
respected. Each service provider member may send one
representative to the meeting—and is requested to be
a product specialist. Once your request is received
we will forward materials regarding our formal
application process.
Download Membership Application
SPONSORSHIP
NMS's limited sponsorship
opportunities sell out quickly, so take this unusual
opportunity to "get in on the ground floor" as a
sponsor of an NMS event. If you are interested in
receiving more information about becoming a
corporate sponsor, please contact Teresa Sanacore at
516-933-3700, ext. 220, or email
teresa@nmsmanagement.com.
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