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...
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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...
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 ...
A multigenerational family can benefit from a visioning process when moving from one stage of the enterprise to another— perhaps facing a change in leadership or a change in ownership of key family assets. The time for a Family Visioning process has come when family members can see a major change coming, but are uncertain as to how the transi...
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.
Change is never easy, especially with the challenge of mainstreaming impact investing. But when change is fun, it is easier for those faced with seemingly insurmountable challenges to begin to see opportunities. For the past three years in Davos, the World Economic Forum (WEF) has designed and implemented elaborate and highly competitive interactio...
A multigenerational family can benefit from a visioning process when moving from one stage of the enterprise to another— perhaps facing a change in leadership or a change in ownership of key family assets. The time for a Family Visioning process has come when family members can see a major change coming, but are uncertain as to how the transi...