Sep
23
1:20 PM13:20

Keynote Address - Tom Rogerson

The Culture Of Independence Isn’t All It’s Cut Out To Be: The Six-Step Process to Healthy Family Interdependence

Within a family’s culture, Tom Rogerson refers to the trend of “hyper-individualism” as “independence to the point of estrangement.” The goal of this session is to unearth why “hyper-individualism” is occurring within high net worth families and to explore the effects of this trend on family cohesion, business succession, and wealth preservation. Attendees will leave this session with an understanding of engaging actionable steps they can take to affect positive change in their families.

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Sep
23
3:30 PM15:30

Next Gen Session: Fully Engaged – the Next Generation

Demonstrating a commitment to engage in the family for a Next Generation member is often viewed in terms of the glass half full or half empty – “I’m interested, but I don’t know how to demonstrate that I am”. This session will focus on moving along a spectrum of engagement in a range of areas within the family – relationships, education, and ownership involvement.

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Sep
23
3:30 PM15:30

Family Office Session II: Protect your Financial Assets & Data

Cybercrime and identity theft have become headline news and cost consumers and private industry billions of dollars every year. We will discuss cyber trends and best practices system users can implement to protect their financial assets and data. Attendees are encouraged to bring smartphones or other mobile devices to fully engage in this interactive presentation. Panelists will share real experiences their office had with cybersecurity threats to their systems.

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Sep
23
3:30 PM15:30

Family Office Session I: Family Office 101

While each family office is as unique as the individuals and families that it serves, there are fundamental questions to ask and steps to take in developing one. Our panel of experienced family office executives will discuss their experiences and answer questions about establishing and growing a flexible and lasting family office.

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Sep
23
3:30 PM15:30

Family Connection Session I: Fostering Interdependent Generative Families for Long-term Sustainability

The panel, with the audience’s participation, will explore: 1) How one family navigated the treacherous waters of selling a family enterprise and then creating a Family Office, all while maintaining family cohesiveness. 2) How an advisor can structure a plan to support the Family’s Purpose and then endow a multigenerational process of success.


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Sep
23
3:30 PM15:30

Family Connection Session II: Navigating Difficult Conversations toward Conflict Resolution

Learning to navigate difficult conversations is transformational for families and their businesses. Our expert facilitators will lead the audience in how to have difficult conversations by offering practical perspectives to help navigate these conversations toward healthy conflict resolution that builds trust, respect, and cohesion.

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Sep
23
3:30 PM15:30

Family Business Session: Creating Purpose and Vision in the Family Enterprise

David York, one of SEFOF’s most popular keynote speakers, returns to conduct a workshop on purpose and vision as the building blocks for a successful family enterprise. During this workshop you will work collaboratively with other attendees to identify your specific type of enterprise from a purpose standpoint.

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Sep
23
9:30 PM21:30

Next Gen Social

Join your next gen peers in a fun, relaxed environment at Escopion.  Meet new friends and catch up with old, share stories, interests, and discuss relevant topics at this lively Midtown restaurant, where you can enjoy some Mexican street fare, award winning tequila cocktails, and a great patio overlooking Peachtree street. Sign-up at registration.

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