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Giving up company ownership can be the largest and most important step in a business owner’s career and many successful entrepreneurs are not well prepared to take it. In this break-out, the panel will delve into former business owners’ journeys, providing insights and strategies for the challenges business owners face when deciding what the next step is for their business, whether that means selling the company or transferring it to the next generation. This panel will feature the recently released Columbia Business School and U.S.

The dynamics surrounding issues of wealth – including income inequality, economic mobility, and the tension between public and private personas – are often tricky to manage, especially in the current toxic sociopolitical climate. While there is no “right” answer, discussions with peers can be an important starting point for those grappling with these issues. Peter Karoff and Leslie Pine will reflect on recent discussions with families and others on what it means to be wealthy in our society today, including implications for the next generation.

Sara Hamilton and Steve Martiros will lead an interactive session on how family offices are supporting Family Education programs. We will draw from the experiences of the attendees to discuss what has been working in family education, and perhaps more relevant, what has not been working. We will share some possible approaches and ask for feedback on what you think are the most important topics for financial literacy for rising generations. Topics to be discussed are subject matter topics, methods of learning, time commitment, and age groups.

How do you get on the right track during the investment consultant due diligence process and thereafter to optimize the advisor and client relationship? Aligning the advisory relationship with a family’s objectives is critical to success and as much an art as a science. Certain families don’t realize they have the ability to design and customize a relationship that best suits them. Much of the tone can be set at the outset when simulating the client experience before a family even signs a service contract.

Offering a competitive compensation plan is essential to attracting and retaining the top talent that can ensure the family office’s success. However, compensation is also consistently the biggest line item in every family office budget. This makes designing compensation plans that are competitive and effective especially imperative.

Many of us struggle to identify the ways in which we can affect change in the world. It is obvious and easy to some, yet daunting to others. This panel will explore insights to enlighten, educate, inspire and motivate the audience in the quest for living an engaged and purposeful life by sharing their own experiences philanthropic action prompted by a health crisis, investing using a socially responsible approach, and through community involvement.

A growing number of wealth owners around the world are actively involved in impact investing, supporting innovative, commercially viable solutions that drive transformation into a more just and sustainable society. In her new study, Catalyzing Wealth For Change, A Guide to Impact Investing for ultra-high net worth individuals, family offices, foundations and businesses, Dr. Balandina Jacquier explains the field, and provides the insights needed to make informed, confident decisions.

There are a number of trends enabling innovators in ways and at speeds never before experienced. Today’s creators are enabled to develop innovative products, manufacture them, and get them to market at an unprecedented pace. What is known as the “Maker Movement” is empowering thousands of innovative revolutionaries throughout the country.

Facebook. Twitter. Instagram. How do you balance the need for privacy with the reality of 24/7 social media as a way of life? This session outlines strategies and practices that every family office should consider to keep your family and your family information safe.