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Distributions have many implications for the Private Family Trust Company (PFTC). The responsibilities of the PFTC in preserving the corpus and being true to the role of the trustee must also align with the changing needs of the family. This peer dialogue centers on a case study examining the art and complexity of family distributions and provide t...

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 ...

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 tr...

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 networ...

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...

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.Part 2: Unlocking o...

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...

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, prov...

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...

A critical element of Family Office Exchange’s work is to identify trends and issues that have immediate and future impact on families of wealth. As such, Alexandre Monnier is pleased to share the trends emerging in the family wealth industry and how these trends will impact families today and well into the future, what families will need to ...

Addiction and other chronic behavioral health issues can present significant risks to family well-being and wealth preservation, and recent research suggests higher incidence of these issues within affluent communities. In this workshop, Arden O’Connor, lead the discussion on the connection between money and addiction as well as other chronic...

Utilizing a series of interactive, fast-paced and fun kinesthetic exercises, this workshop was designed to guide attendees through an exploration to gain deeper insight into their assumptions around wealth, roles and the generational perspectives at play in your family.