Search Results

This dynamic panel will bring together those making new or significant contributions to the enterprise family space and the family office industry, to discuss their visions for the future and the evolving landscape of our field. These professionals will discuss how they redefined traditional practices, integrated innovative strategies, and wrestled...

This session will begin with an introduction to the investment migration industry and current wealth migration trends. Henley & Partners, the global leader in residence and citizenship by investment, will then outline the key differences, primary drivers, and benefits of alternative residencies and citizenships, explaining how wealthy American ...

Founder and Managing Partner of Exponential Ventures, David Blundin is a 23-time serial entrepreneur and 15-year VC investor who founded MIT’s first neural network AI company and teaches “AI for Impact” at MIT. Dave brings his years of personal experience and knowledge along with timely information, to discuss the AI revolution and what our family ...

In this session, participants will explore a comprehensive framework designed to address the essential question: how might we build a strong and connected family of wealth? The discussion will center on the ten core competencies crucial at each life stage for navigating the unique challenges and opportunities that wealth brings. Attendees will be e...

This breakout session will expand on the methods introduced earlier, sharing specific tools and techniques that can help families get ‘unstuck’ and move their enterprises forward. The authors of Build an Enterprise Family to Last: Proven Strategies to Thrive Across Generations will highlight milestones that have helped families explain co...

What is your superpower? If you don’t know, well, you don’t get to put on the cape. Based on his book, Design for Strengths: Applying Design Thinking to Individual and Team Strengths and Weaknesses, John will share the “Design Thinking” mindset and process out of Stanford University, ubiquitously used at Apple, Google, Amazon, a...

Join us for an insightful session on women in wealth and the pivotal role women play in the family office and wealth management space. This panel will explore the unique perspectives women bring to the industry, while addressing their challenges and opportunities for growth. Amy Hart Clyne, Chief Knowledge & Learning Office...

In the thriving family, learning and growing must be both individual and across the family system. In this breakout participants will learn how the 10x10 Learning Roadmap can be used to develop group learning programs for all family members and/or for specific cohorts. This session is complementary to the day two session that focuses on the i...

As families and family offices grow and become more complex, attracting the right talent to deliver and manage services requires compensation plans that are competitive and keep pace with an evolving workforce. This session will offer fresh perspectives, based on our 2024 Compensation and Benefits Study, to help family offices creat...

When considering the various aspects of managing family wealth from a tax perspective, it’s useful to have a list of “tax Do’s and Don’t’s” on hand to help ensure that no tax planning opportunities nor implications are missed. In this summary of tax items that are commonly overlooked or misunderstood, it can serve as your checklist and a good start...

Large transactions have increased as real estate megafunds place bets across real estate sectors and investors bet their capital on the operational knowledge of seasoned fund managers. But it’s not all about megafunds—middle market funds will also be taking advantages of opportunities in the marketplace where rates are normalizing and repricing is ...

Family offices of every size and type can serve as unknowing gateways to sensitive data and personal information due to their extensive financial dealings and relatively low maturity in cyber preparedness. These vulnerabilities make family offices attractive targets to threat actors who may not even need sophisticated hacking skills to compromise a...

Join BDO’s Private Client Services professionals for an insightful presentation on often overlooked and misunderstood aspects of tax compliance, planning, and estate administration for the ultra-high-net-worth community. This session will cover critical topics such as estate planning, trust administration, gifts and charitable giving, international...

FOX will review takeaways from the annual investment survey and expectations for risks and opportunities in 2024 & 2025. As a case study, we will also briefly review similar data from family offices in China and assess member sentiment as we close out 2024. Attendees will: Understand and walk away with key findings from the FOX&nbs...

As the new U.S. federal landscape takes shape, this outlook report is designed to provide key insights into policy implications and how they may impact various industries in 2025, including agriculture, energy and environment, healthcare, tax, technology, trade, and transportation and infrastructure.