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Family Office Exchange has been leading the charge to examine essential elements of the client experience and the influence these elements have on today’s families as well as families of the future. Key to this assessment is defining what family office executives, advisors with whom families will engage, and of course families themselves need to do to more effectively meet the unique and emerging needs of enterprising families.

Family success over generations is often contingent on the health and vibrancy of family culture. Family culture can destroy legacy, decimate planning, and wreak havoc on even the best laid plans of founders, professionals and family leaders. This session helps to bring clarity to the confusing dynamics of family culture and, more importantly, provide strategies and techniques used to make adaptive cultural shifts.

More than 58 million Americans use social networking sites several times per day. Social media has created a new sense of reality—a reality that its benefits have outweighed the risks. Liability risks involved with the use of social media include defamation, invasion of privacy and negligence. This session provides awareness into the risks as well as the solutions to minimize the evolving dangers of social media.

This series covers industry sector dynamics in three parts:Part 1: Working the Plan – City Capital Venture’s seasoned deal team, Dan Kipp and Allen Tibshrany will explore the critical steps necessary to ensure success in the first 18 months post-investment, including guidance on governance, transparency and reporting.

Establishing a Private Family Trust Company (PFTC) is a significant step in a family’s evolution from managing its wealth to institutionalizing its family governance, trustee processes and strategic direction as a family enterprise. In this session, the PFTC Network community comes together for a discussion around lessons learned when forming a Private Trust Company.

This session is a review of the latest trends in cybercrime and why it’s growing exponentially. There is big money in hacking secure financial information, no matter the size of the business and for these criminals, the opportunities are limitless.In this session, practical steps were provided that will help secure and monitor business networks, in addition to lesser-known steps that can be taken now to protect individuals and their businesses against these endless threats.

Our world is becoming more complex and interdependent. Business cycles, planning horizons, and even generations are all getting shorter in a world where everything affects everything. To be a leader today requires the agility to develop how you think, not just increasing what you know. This concept is known as vertical leadership, the number one trend in leadership development today. This track provides the necessary tools to become more agile leaders and the practices needed to develop these key agilities in their lives.

Family education is critical to wealth sustainability. In this session, participants will hear directly from families who have successfully implemented family education programs and the challenges and obstacles they have had to overcome to design, develop and deliver quality programming. In addition, family members will share information about the types of programs they are delivering as well as the outcomes of their implemented learning strategies.

With the aging of the Boomer generation comes the challenge of eldercare and its ultimate impact on families and designated caregivers. Often those caregivers are a part of the Sandwich Generation—a generation of people, typically in their 30s to 50s, responsible for both bringing up their own children and caring for their aging parents. Margalit Tocher and Andrea Hasten trace the challenges and obstacles of the aging generation and provide strategies and guidance for caregiver families.