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Transferring Business Ownership: How to Prepare the Family for a Smooth TransitionStephen G. Salley, Of Counsel, Greenberg Traurig, LLC.; Mark Nash, Partner, PwC Private Company Services and Karen Neal, Managing Director, Consulting, Family Office Exchange A recent PwC study on family business owner trends indicated that more than half of the business owners intend to transition the ownership of their business during the next ten years.

Rewarding High Performance: The 2013 FOX Compensation StudyJane Flanagan, Senior Consultant, and Mariann Mihailidis, Managing Director, Councils, Family Office Exchange A family office’s success is largely dependent on selecting and retaining the right employees. So how does a family office develop a compensation and benefits package that will attract and retain key talent? During the summer of 2013, FOX surveyed its members to learn more about the compensation and benefits practices of today’s family office.

Challenges of Family Investment Decision-MakingCliff Hurd, Hurd Enterprises, Ltd., John Goddard, Investment Resources Corp and Charles B. Grace III, Senior Consultant, Family Office Exchange When families make major investment decisions regarding asset allocation, tactical asset allocation, opportunistic investments, and selection and termination of managers, among others, a myriad of questions are raised. Who will make the investment decision? Should there be an investment committee?

The Spirit of the Gift: Giving Wisely to Family MembersKeith Whitaker, Ph.D.; Susan Massenzio, Ph.D., Wise Counsel Research Associates Many parents fear that gifts to family members lead inevitably to entitlement. Giving wisely can avoid that result and turn gifts into a force for growth.

Speakers: Sara Hamilton, Founder and CEO, Family Office Exchange and Dennis Jaffe, Ph.D., Saybrook University While most family wealth is newly created, families increasingly look ahead and want to design a multi-generational future that balances all aspects of their family capital. This session will identify the building blocks for a strong family enterprise, and will review the success patterns of 40 multi-generational families. We will look at the steps that lead to a shared decision to create a lasting family enterprise.

For-Warned is For-Armed: The Value of Due DiligenceMatthew P. Morris, Director, Grant & Eisenhofer PA; and Charles B. Grace III, Senior Consultant, Family Office Exchange In the world of alternative investments, it is important for investors to protect themselves and know their rights.

Bridging the Divide: Impactful Family CommunicationsDaisy Medici, Managing Director, Governance and Education, GenSpring Family Offices Ineffective communications between and among family members often creates a divide that is difficult to overcome. Communicating effectively, however, is not an easy task that necessitates mastery of communication types, temperament, emphatic listening skills and a keen understanding of the real and perceived meanings of words and attitudes.

All in the Family: The Risk and Rewards of a Family BankWarner King Babcock, AM Private Enterprises, Inc.; and Karen Neal, Managing Director, Consulting, Family Office Exchange Stimulating…and funding…entrepreneurship within a family enterprise can become risky business. How do you find the balance between encouraging the next generation of wealth creators while minimizing financial exposure and risk to the enterprise?

Future Owners of Impact: Empowering the Younger GenerationDanielle Oristian York, Director, 21/64 The next generation can bring unique skills and perspectives to the philanthropic community. However, the prospect of engaging the next generation can be daunting. Next-generation family members have grown up with access to broader opportunities fueled by information technology, increased diversity and global connectedness. The questions they ask, language they use, and even their values and priorities change the way the family communicates.