The Future of the Family Office

The family office of the next decade will have the opportunity to offer a broader array of services for their family clients – from financial health, personal health and security, lifestyle management, property management, business management to risk management across all these dimensions. The talent transformation will be a critical challenge – recruiting and training staff to engage with clients in new ways and in new roles. This panel of experienced family office executives will discuss change management, talent management, and how to organize process improvements to enhance value for family clients.

• Michael Montgomery, Chief Executive Officer, Ford Estates, LLC and Brush Street Investments, LLC
• Richard L. Roeding, Jr., President, Summer Hill, Inc.
• Moderator: Glen W. Johnson, Chief Operating Officer, Family Office Exchange