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Critical to the success of any design-build project is creating and managing a highly-functional, cooperative and collaborative team of internal and external resources to meet the needs of the family. Building such a work team necessitates thoughtful and preemptive conflict resolution processes as well as effective communication strategies. Ben Dat...

Dr. Crace will explore the promises and pitfalls of values-based living from both a personal and family perspective. While research links values to flourishing, there has been little discussion of how values can unintentionally get in the way of our productivity. This workshop will examine these issues and outline a process called “dynamic bl...

As the desire to further refine the client experience moves to the forefront of today’s competitive marketplace, the search for qualified and proven talent escalates. While once considered practical to “buy” talent, firms today are re-energizing efforts in the realm of talent development.Talent development provides a vehicle for e...

As Benjamin Franklin once stated, “If passion drives you, let reason hold the reins.” High net worth individuals often accumulate substantial assets in the form of art, jewelry, wine and as an element of equestrian actives and equine ownership. While the pursuit of these passions can become sound financial investments…they can al...

The Advisor as the Master Builder. Among the many benefits of deploying design-build project delivery methodology for complex construction projects is a single point of responsibility. As such, the master builder team is responsible for all aspects of the project—leaving an owner free to focus on the project’s scope and general decision...

Through research by Family Office Exchange and others, industry leaders have been able to uniquely pinpoint what families say they want and need. Amy Hart Clyne will share the ‘voice of the wealth owner’ while identifying the impact of these findings on the advisor of the future.

To build a successful integrated wealth plan, advisors need to collaborate and cooperate as a fine-tuned team. They cannot afford to think of themselves in compartmentalized terms, or the family will suffer. During the Forum, speakers examined how individual expertise integrates with that of the other advisors in a family’s advisor ecosystem,...

Neil Howe is a renowned demographer and authority on generations and social change. He develops and implements cutting-edge research, analysis, and consulting services to help clients understand how generations impact marketing and workforce issues as well as strategic and financial planning. As a historian, economist, and demographer, Neil Howe is...

One Thousand & One Voices™ is a movement of influential families investing Relational Capital, Intellectual Capital and Patient Financial Capital — or Three-Dimensional Capital™ — to profitably accelerate prosperity in rising markets. The consortium of aligned families from around the world has the objective of accelerating prosperity in rising...

The new era of enterprising families will be characterized by an unprecedented transfer of wealth that is currently underway and will continue to escalate over the next twenty years. Unfortunately, not much has been determined about how these new recipients of wealth will actually engage within an existing family management wealth framework. ...

As a respected leader in the Bemberg Family, Mr. de Ganay will share some of his family’s history spanning 6 generations. He oversees the Quilvest Wealth Management business and was involved in selling the business the family owned together for over 120 years. The respected governance process that the family has developed over time has ...

“What can I do to ensure the wealth has a positive impact on the next generation?” While there is not a silver bullet solution or a guarantee of success, this session will provide insights and examples to help parents, family office professionals and wealth advisors address this common question. Jill will provide concrete tools, guideli...