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

Storytelling with Passion Assets: An Integral Part of Wealth

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

The Power of Connectional Intelligence: Weaving Legacies Across Generations

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

Family Office - Exploring Trusteeship...What Works Best for Your Family?

Family Office Basics: How a Family Office Can Optimize Family Cohesion and Gain Efficiencies

Family Business - Threads of Identity: Crafting Your Story Within the Family Narrative

Family Connection & Legacy - Different but the Same: A Multi-Generation Conversation

Next/Rising Gen - Growing the Family Story

Women in Wealth - Connecting Threads: Leveraging Networks for Women and the Rising Generation

Cocktail Reception and Welcome Dinner - 6:00 PM-9:00 PM

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

Hug of War: How to Lead a Family Enterprise with Both Love and Logic

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

Family Office - Leveraging Technology to Enhance Family Engagement

Family Business - Values in Action

Family Connection & Legacy - Legacy Beyond Bank: The True Inheritance of Families

Next/Rising Gen - Weaving Grief into Growth

Overcoming Cultural Blind Spots: Recognizing and Addressing Gender Bias in Family Enterprises

Lunch - 12:00 PM-1:30 PM

What is Your Story and How Can it be Used to Bless Your Family and the World Around You?

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

Why We Remember: The Moll Kaesgen Family in Conversation

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

Family Office - Building Connected Families and Strong Family Offices Through Learning

Family Business - Failing Forward: The Stories That Didn’t Make It into the Family Narrative

Family Connection & Legacy - From Romance to Responsibility: The Business of Marriage

Women in Wealth - From Hidden Patterns to Bold Leadership: Shaping Women’s Influence in Family Enterprises

Next/Rising Gen - When the Story Starts to Fray: Navigating Political Tensions in Family Conversations

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

Closing Remarks and Gaming Prizes - 8:15 AM-8:30 AM

Closing Keynote - 8:45 AM-10:00 AM

The Gift of Influence

Peer Groups - 10:15 AM - 11:45 AM

Family Members

Partners and Advisors

Next/Rising Gen

Family Office Executives - G1/G2 Families

Family Office Executives - G3 and Beyond

Women in Wealth