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.
FOX Event Replay
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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.
Engaging with Purpose: Health, Wealth, Wellness
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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.
Oversight and Governance of the Trust Company
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You’ve created a great trust structure, but is the family interested and engaged? To garner buy-in, interest, and commitment from the family the trust company structure must be designed in a way that is both functional and empowering for current and rising generations. In this webinar, Thomas C. Rogerson, Senior Managing Director and Family Wealth Strategist, Wilmington Trust illustrated how to strengthen structures within partnerships, how to keep the trust company relevant for future generations, and how and where processes and services should be outsourced.
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.
Private Equity - Is the Fun Over?
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With record levels of dry powder, and a larger number private equity firms competing for deals, private capital markets have become increasingly efficient. In this session, we discussed whether there is still value to be had and if so, where and how families can access it.
Unleashing your Psychological Capital
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In this unique presentation, Denise Shull and Bill Long will outline a radical view on the role of feelings and emotions in investment decisions. While conventional wisdom tells us to “remove the emotions” when it comes to investing, Denise Shull, drawing upon her years of study in neuroscience and her extensive trading experience, will explain the basics of neuroscience and how to re-think your thinking about market risk.