Pre-Conference Workshop - 9:00 AM-11:00 AM

The No-Surprises Playbook: Family Fire Drill Exercises for Critical Transitions

1st Keynote Address - 1:20 PM-2:30 PM

The Legacy Letter: Giving Your Family What Money Can't

Afternoon Workshops - 3:00 PM-4:15 PM

Family Office - Lessons from the Field: Hard-Won Wisdom from Family Offices

Family Office - From Transactions to Meaningful Conversations: Strengthening Family Alignment and Legacy Through Purpose — What Is This Money For?

Family Business - Rewiring Governance: Rebuilding Succession, Family Structures, and Connection Across Generations

Family Connection & Legacy - Connecting in a Disconnected World

Rising Gen - In Trust We Trust: Creating a Culture of Mutual Accountability between Trustees and Beneficiaries

Women in Family Enterprise - The Sandwich Generation: Aging Parents, Caregiving, and Multigenerational Strain

Cocktail Reception - 6:00 PM-7:00 PM

Welcome Dinner - 7:00 PM-8:30 PM

Tuesday Morning Keynote - 8:30 AM-10:00 AM

Cognitive Longevity: The Science of Keeping Your Brain Healthy for Life

Morning Workshops - 10:30 AM-12:00 PM

Family Office Basics - Family Office Basics: How a Family Office Can Sustain Connections Between Family Members in a Changing World

Family Business - Family Dynamics and Communication: Self, Siblings, and Cross Generation

Family Connection & Legacy - Big Tent / Little Tent: Bridging Generations Within Your Family Ecosystem

Rising Gen - The Innovation Mandate: Growing Outside and Growing Within The Family Enterprise

Women in Family Enterprise - Defining & Structuring Your Philanthropic Legacy

Lunch - 12:00 PM-1:30 PM

Optional Lunch Breakout (Faith & Family) - 12:15 PM-1:30 PM

Connecting our Faith, Our Families, and Our Worlds

Tuesday Afternoon Keynote - 1:45 PM-2:45 PM

Wired Early: The Tauck Family Foundation Junior Board

Afternoon Workshops - 3:00 PM-4:30 PM

Family Office - AI and the Family Office: Staying Smart, Staying Safe, Staying Human

Family Business - TechForward Family Businesses: Leading with Courage, Clarity, and Continuity in an AI-Driven World

Family Connection & Legacy - Courageous Conversations: Bridging Differences to Build Connection

Women in Family Enterprise - Raising Capable Heirs: Financial Education, Financial Parenting, and the Conversations That Build Empowerment

Rising Gen - The Changing Face of Vice: When Family Values Meet New Temptations

Partner Hosted Dinners - 7:00 PM-9:00 PM

Closing Remarks - 8:30 AM-8:45 AM

Closing Keynote - 8:45 AM-9:45 AM

The Art of Gathering: Designing for Connection, Engagement, & Innovation

Peer Groups - 10:00 AM - 11:30 AM

FO Exec G3 & Beyond

FO Exec G1-G2

Family Members

Rising Gen

Women in Wealth (Family Members)

Partners & Advisors

Program Concludes