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Session 1: Family Office 101—Chart the Course

“A goal without a plan is just a wish” - Antoine de Saint-Exupéry

To chart a course of action is to plan.  Proper charting is essential to achieving one’s goals and is often the most difficult step in the planning process.  In this session we will delve into the basics of building a family office and discuss next steps for expanding existing family offices.  Each family office is unique to the family which they serve but there are also many similarities within the framework of a successful family office.  Family offices grow and evolve over time which brings about change and requires flexibility in the planning model.  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.  Topics to be addressed include:

  • When is it time for a family office?
  • What are the costs of a family office?
  • What services will the family office offer?
  • What services should a family office consider outsourcing?
  • What are the benefits of a MFO vs a SFO?
  • What basic governance documents does a family office need?
  • What role does the family play in the family office?
  • My family office has been in existence for a short time, what is the next step?

Family Office 101 promises to be a very interactive session between participants and panelists.   


Moderator/Facilitator: Kristin Martin

Panelists: Leslie Voth, Pitcairn; Steve Smitherman, The Family Office, LLC, The Family Private Trust, LLC; Ryan Haning, Cathy Family Office

Date: Monday, September 24, 2018

Session 2: Strategic Planning for the Family Office—The Difference Between Merely Surviving and Successfully Thriving

After a family has created wealth in a family business, they naturally want success in their family office. Understanding the strengths, weaknesses, threats and opportunities facing your family office and taking those into consideration in developing strategic goals will help your family meet its ever-changing needs. At this session, our panel will address questions such as “How do you know when you need a strategic plan?; “ How do you get started?”; “What are the essential components of an effective strategic plan?”; “How do you know what the appropriate time period is to include in a strategic plan?”; “How do you develop and  implement strategic goals?”; and, “How do you know if your plan is successful?”.  Come hear about how our panel members have faced the challenge of developing and implementing successful strategic plans.


Moderator/Facilitator: Amy Renkert-Thomas

Panelists: Robert Crosby, Chris Galloway, Greg Rogers,

Date:  Tuesday, September 25, 2018

Session 3: Creating an Effective Team for the Family Office

The biggest asset of any family office is the staff that supports the family clients.  Hear from two family office human resource executives about the elements and process to consider in building an effective team that delivers the best client experience for the family.  The executives will discuss leadership and team building strategies and offer practical examples to build the best  team ever to support the family.  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.  


Moderator/Facilitator: Mariann Mihailidis

Panelists:   Bonnie Gauger, Johnson Keland Mgmt., Inc. and Cassie Atteberry, Chinquapin Trust Co.

Date:  Tuesday, September 25, 2018

Session 4: 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

n this world of identity theft, email spoofing and fraudulent tax returns family offices can so easily become a victim. 

How do I balance being responsive to family members, and ensuring the office is not a victim of fraud?

Where do you create checks and balances in a small or thinly staffed office?

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. 


Moderator/Facilitator:  Laura Liang

Panelists: Belinda Snedden, PwC; Charlie Carr, PwC, Chris Lohse – Senior Manager Corporate Security, Enterprise Products Company

Date:   Wednesday, September 26, 2018


Session 1: Building Governance to Give Family Business Owners a "Voice"

The three-circle model tells us that the intersection of family, business, and ownership roles creates complexity in family businesses.  Banyan’s Four-Room model builds on this foundation to show how the authority of those key family business roles can be defined and how the roles relate to one another.  Designing an “Owner Room” where owners can speak into business decisions at the appropriate level is essential to long-term business survival.  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.


Moderator: Marion McCollom Hampton, Sr. Partner Banyan Global Family Business Advisory; Roy Jones, Cathy Family Office; Additional Panelists

Date: Monday, September 24, 2018

Session 2: Achieving Meaningful Collaboration

What is the reality of families effectively working together?

This session will look at the sometimes-mythical concept of family offices collaborating to more effectively and efficiently achieve a common end goal.  Many people talk about this, but who is really doing it, and how are they doing it?  This might involve sharing personnel resources, data/information, co-investing together or having integrated events.  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.


Date: Tuesday, September 25, 2018

Session 3: Family Enterprise Strategy and Leadership

There are many complexities that come with being a Family Enterprise. What starts out as a family business gradually evolves into multiple businesses, major real estate holdings, multi-generational ownership structures and investment portfolios, along with visibility in the community and in your philanthropy.  Successful families need a thoughtful way to plan for, organize and oversee these complex family activities and prepare the next generation for leadership.

This presentation will show families how to:

  • Create a shared vision for their family’s future
  • Develop a Family Enterprise mindset
  • Define enterprise goals and strategies
  • Understand the importance of governance
  • Develop family learning about the enterprise 

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. 


Speaker: Alexandre Monnier, President Family Office Exchange

Date: Wednesday, September 25, 2018


Session 1: Building Emotional Maturity in the Family and in the Family Business

Family Dynamics and the culture of the family are significantly influenced by the emotional maturity that is present in the family system.  Each individual contributes, positively or negatively to the system, which then influences the family’s and/or the family businesses ability to be highly functioning.  Highly functioning or strong family systems fulfill their unique purpose in the world and develop a strong and vibrant next generation.  John Engels, Executive Leadership Coach said, “Emotional maturity is the willingness to take full responsibility for one’s own wants, needs, reactions, thoughts, decisions, and destiny, without blaming others, the team, the culture, or the circumstances.”   Emotionally mature people have developed the ability to choose between their thinking and feeling systems to deliver better thinking, smarter decisions, and stronger, more mature relationships.  They are more principled and thoughtful and less emotionally driven and worried.  As individuals in the family or business system begin to function at a higher level, the whole system rises.   In this session, participants will gain new ways of thinking, innovative strategies, and practical skills in self-awareness and connection in which they can directly contribute to building cultures of maturity and responsibility in their businesses and families. 

Session 2: The Resilient Family: How Family Storytelling Can Make Your Family More Effective, Happier and Stronger

Recent research shows that people who know a lot about their families are better able to face challenges, are stronger, more effective, and resilient.  In a world that seems increasingly disconnected, being deliberate about enhancing your family’s resilience should be an important step you take.   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.

Session 3: Strengthening Bonds: Promoting Stronger Families through Compassionate and Empathetic Communication

This session will investigate how Business Families can strengthen connectedness by implementing some of the compassionate communication ideas of Dr. Marshall Rosenberg. The goal is to help us connect with others on the basic premise that we all have an innate desire to contribute positively to each other. Dr. Rosenberg puts forth a communication framework that focuses on: empathetically listening and honestly expressing, our observations, feelings, needs and requests. 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. Overlaying this framework on the Business Family environment allows us to manage conflict, better understand one another and connect more deeply.

Session 4: Faith & Family

The Faith and Family break-out session is designed to provide a safe, unique place for SEFOF participants to be able to share struggles, successes, and best practices in generationally sharing faith within our families and to take advantage of significant resources provided in our breakout sessions. The format will be through a highly interactive presentation designed to spark ideas, as well as facilitate learning and sharing from peer families. This session will provide a framework for families with a strong and active faith heritage to understand, articulate, and implement a long-term vision of “family” and life together.

Panelists: Dr. John Townsend; Lee Paris, Wellspring Group

Next Gen

Session 1: B Corps + Family Business–Putting Purpose Into Profits

As a way to engage and excite the next generation, business owning families are utilizing their company, profits and other resources to make the world a better place - creating a sustainable future.  Through sustainability benchmarking, next generation are developing new mindsets on business, market disruption and breakthrough thinking.  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.  This session is recommended for family members who hope to engage the next generation in the family enterprise and next generation who wish to have a greater impact.


Moderator: Jennifer Muntz

Date: Monday, September 24, 2018

Session 2: Being a Good Board Member

So, you've been elected to your board of directors, or hope to in the near future. What does that mean? How can you be a good leader, or fiscal representative of 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. 

Moderator: Beverly Brooks Thompson, PHD, CFRE, President & Executive Counsel

Date: Monday, September 24, 2018

Session 3: On-Boarding New Family Members

Family members join their family enterprise at various points in their lives, whether as a blood relative at birth, as an adopted member of a family, or as a spouse. In this breakout we'll focus on the latter categories and learn how to navigate the difficult waters of on-boarding new family members at these stages, and best practices you can take home. This breakout is recommended for rising leaders who are worried about bringing spouses or adopted children into the fold of the larger family enterprise.


Moderator: Janet Stern

Date: Tuesday, September 25, 2018

Session 4: Rising Gen Leadership: How you can lead in your family enterprise by making the family involvement a strategic advantage!

This interactive, experiential session will focus on how the complex, rapidly changing and interdependent world is impacting how families do business together. We will introduce vertical leadership, both a new model and a new mindset for the family and family enterprise. 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.


Facilitator: Greg McCann, McCann & Associates

Date: Wednesday, September 26, 2018