The Digital Age is shaping who we are and what we think. Recognizing the impact of the Digital Age on our life, both now and in the future is a vital part of guiding, growing and preserving our family legacy.
Workshop Fee: $249
Our experienced panel of family office executives will answer questions that may arise as one begins the journey into the unfamiliar waters of establishing a family office. Panel discussion will also offer insight on expanding existing family office structures.
This panel will explore how several families are “building out” their Owner Rooms to allow appropriate engagement of family owners into the future and will offer several practical examples to show how Owner Rooms can function.
Family Connection Session: The Resilient Family: How Family Storytelling Can Make Your Family More Effective, Happier and Stronger
In this session we will explore how family storytelling can help family members develop a strong “intergenerational self” that promotes happiness, strength and family cohesion. This session will give you a tool to start these important conversations with your family.
This session is perfect for new board members, or those hoping to join the board of directors of a family office, business or foundation. We'll learn about the responsibilities of different types of boards, and how you can make a positive impact for your family's future.
Join this session to hear about blending of social and business value, and case studies of next generation's creating impact in their businesses, communities, environment and family governance.
The basic tenets of building an effective family office team will include leadership, assessing talent, building a team and culture. Actionable take-aways will be included that walks you through the headlines of those tenets with apply-at-home exercises and additional resources.
Family Office Session: Strategic Planning for the Family Office—The Difference Between Merely Surviving and Successfully Thriving
Come hear about how our panel members have faced the challenge of developing and implementing successful strategic plans.
We will engage a panel of family members/family office execs who have engaged in successful collaboration to learn what works, what doesn’t work and what they have learned from the process.
You will leave with new insights and tools that will help you navigate and stay bold and strong. We guarantee you will laugh, learn to enjoy the opposition and stay loose, so that you can be a thoughtful presence or leader in all your important relationships.
Family Office Session: Fraud in the Family Office: "That was Not My Tax Return", "The Gardener's New Wire Instructions", and "Yes I Am Sure I Paid Someone For That Sculpture!"
This interactive session will discuss some of the many issues family offices face, best practices to avoid scams and how to best serve family clients in this challenging time.
This presentation is for families who can sense that they have grown bigger than their business and need to develop a plan for managing all of the disparate parts of their Family Enterprise, today and into the future.
Family Connection Session: Strengthening Bonds: Promoting Stronger Families through Compassionate and Empathic Communication
The ultimate goal is to understand how we can elevate our communication by observing without judging, thoughtfully expressing our feelings, understanding our needs, and accurately requesting actions that will meet our needs.
Next Gen Session: Rising Gen Leadership: How You Can Lead in Your Family Enterprise by Making Family Involvement a Strategic Advantage!
We will discuss how you can align the family business with your values, develop the leadership in your family, while engaging the strengths of each generation.