The workshop will focus on tactical and strategic elements that can help family members and senior family office staff when establishing an office or taking it to the next level. There will be an examination of why and how a family office can be made effective and best serve the family.
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.
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.
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.
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.
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.
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.