Family Advisor Training Program - May 13-14, 2025
Publish Date:
Nov 14 2024
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Topics
- Investment Management (1643)
- Macro Trends (1195)
- Family Office (1043)
- Family Office Best Practices (972)
- Trust and Estate Planning (856)
- Risk Management (842)
- Wealth Transfer Strategies (775)
- Insurance Planning and Coverage (729)
- Operating Businesses (631)
- Wealth Management (603)
- Family Learning (437)
- Family Philanthropy (423)
- Client Experience and Expectations (415)
- Family Governance (396)
- Philanthropic Mission and Strategies (382)
- Trustee and Beneficiary Duties (374)
- Technology (309)
- Enterprise Families (192)
- Family Journey (166)
- Human Capital (109)
- Investment Strategies (103)
- Family Life Stages (93)
- Family Office Technology Stack (75)
- Family Relations (74)
- Lifestyle Services (68)
- Wealth Planning (67)
- Economic Cycles and Market Outlook (58)
- Cybersecurity and Digital Privacy (56)
- Family Engagement in Learning (56)
- Artificial Intelligence and Machine Learning (53)
- Recruiting and Retention (53)
- Regulatory Compliance (53)
- Risk Assessment and Preparedness (53)
- Family Engagement in Philanthropy (46)
- Technology Integration (45)
- Evolution of the Family Journey (44)
- Generational Transitions (44)
- Tax Planning (42)
- Economic and Political Trends (41)
- Risk Mitigation Strategies (40)
- External Driving Forces (37)
- Compensation and Benefits (36)
- Investment Reports (34)
- Rising Generation Education (34)
- Tax and Accounting (30)
- Family Communication and Channels (29)
- Best Governance Practices (28)
- Data Security (28)
- Family Engagement (28)
- Digital Disruptions (26)
- Health and Wellness (25)
- Operations (25)
- Portfolio Diversification (24)
- Purpose for the Wealth (24)
- Private Equity (23)
- Business Governance (22)
- Donor Intentions (22)
- Financial Education (22)
- Responsible Ownership Education (22)
- Roles, Goals, and Metrics (22)
- Trust Administration and Compliance (22)
- Digital Transformation (21)
- Enterprise Mindset (21)
- Family Sustainability (21)
- Types of Family Offices (21)
- Business Strategies (20)
- Family Foundations (20)
- Intergenerational Relationships (20)
- Property Management (20)
- Trust Structures (20)
- Business Succession Planning (19)
- Family Office Services (19)
- Financial Literacy (19)
- Complexity and Costs (18)
- ESG and Impact Investing (18)
- Family Values (18)
- Operating Policies and Procedures (18)
- Data Management (17)
- Family Leadership Succession (17)
- HR Policies and Procedures (17)
- Philanthropic Governance (17)
- Training and Development (17)
- Wealth Advisor Role and Skillsets (17)
- Family Meetings (16)
- Philanthropic Impact Measurement (16)
- Technology Architecture (16)
- Workplace Culture (16)
- Education Planning (15)
- Enterprise Governance (15)
- Family Culture (15)
- Family History (15)
- Financial Reporting (15)
- Women and Wealth (15)
- Advisor Selection and Oversight (14)
- Art and Collectibles (14)
- Climate and Environmental Change (14)
- Cryptocurrency and Digital Assets (14)
- Enterprise Vision and Mission (14)
- Family Dynamics (14)
- Family Leaders Development (14)
- Family Office Design (14)
- Outsourcing vs. Insourcing (14)
- Tax Compliance (14)
- Wealth Advisor Relationships (14)
- Entrepreneurship and Innovation (13)
- Family Complexity (13)
- Family Office as Risk Manager (13)
- Family Vision (13)
- Strategic Allocation of Capital (13)
- Asset Allocation (12)
- Business Sale and Exit (12)
- Direct Investing (12)
- Personal Development (12)
- Workflow and Collaboration (12)
- Board Roles and Responsibilities (11)
- Family Unity (11)
- Financial Planning (11)
- Personal Finance (11)
- Aircraft and Vessels (10)
- Business Resilience and Continuity (10)
- Family Office Benchmarks (10)
- Leadership Skills and Traits (10)
- Ownership Succession and Exit (10)
- Personal and Physical Security (10)
- Prenuptials and Marriage (10)
- Property and Casualty Insurance (10)
- Real Estate (10)
- Advisor Development (9)
- Aging and Eldercare (9)
- Board Operating Practices (9)
- Family Continuity (9)
- Household Staff Management (9)
- Learning Program Design (9)
- Philanthropic Administration (9)
- Business Values and Purpose (8)
- Crisis Management (8)
- Due Diligence (8)
- Governance Structures (8)
- Philanthropic Investments (8)
- Bookkeeping (7)
- Diversity, Equity, and Inclusion (DEI) (7)
- End-of-Life Planning (7)
- Investment Performance (7)
- Spouses and Non-blood Family (7)
- Strategic Goals and Metrics (7)
- Venture Capital (7)
- Family Charter or Constitution (6)
- Family Identity (6)
- Investment Managers (6)
- Investment Policy Statement (IPS) (6)
- Investment Process (6)
- Parenting and Childcare (6)
- Performance Management (6)
- Policies and Procedures (6)
- Private Trust Company Benefits (6)
- Regulatory Requirements (6)
- Values-Based Philanthropy (6)
- Alternatives (5)
- Blockchain (5)
- Board Compensation (5)
- Conflict Management (5)
- Governance Purpose and Roles (5)
- Health Insurance (5)
- Profits Interests and Management Companies (5)
- Travel and Leisure (5)
- Trustee Selection Process (5)
- Advisor Partnerships (4)
- Alignment of Interests (4)
- Business Vision and Mission (4)
- Donor-Advised Funds (4)
- Employment Policies (4)
- Estate Settlement and Probate (4)
- Investment Committee (4)
- Life Insurance (4)
- Parenting Education (4)
- Shared Ownership and Control (4)
- Social Media Risk (4)
- Board Composition (3)
- Career Coaching and Support (3)
- Document Management (3)
- Foundation Board Roles (3)
- Frontier Investing (3)
- Grantmaking Process (3)
- Leadership Development (3)
- Leadership Management (3)
- Leadership Roles (3)
- Risk Committee (3)
- Board Committees (2)
- Cash Allocation and Vehicles (2)
- Co-Investing (2)
- Concierge Services (2)
- Goals-Based Investing (2)
- Leadership Selection (2)
- Personal Safety (2)
- Profiles of Family Types (2)
- Public Securities (2)
- Social Media (2)
- Trustee and Beneficiary Relationships (2)
- Vendor Management (2)
- Virtual Family Offices (2)
- BillPay (1)
- Board Director Qualifications (1)
- Career Planning (1)
- Cash Management (1)
- Credit Monitoring (1)
- Knowledge Management (1)
- Management Succession (1)
- Project Management (1)
- Reputation Management (1)
- Shareholder Agreements and Exits (1)
- Voice of the Wealth Owner (1)
Authors/Contributors
- BDO (89)
- HUB International (53)
- Parametric (52)
- National Center for Family Philanthropy (47)
- Marsh McLennan Agency Private Client Services (46)
- Warner Norcross + Judd LLP (43)
- AIG (41)
- Northern Trust (41)
- BMO Family Office (39)
- Plante Moran (38)
- Grant Thornton LLP (36)
- Holland & Knight (35)
- NEPC LLC (35)
- Baker Tilly US, LLP (34)
- Cambridge Associates, LLC (30)
- Ascent Private Capital Management of U.S. Bank (29)
- Asset Consulting Group (28)
- Deviate Consulting (27)
- Family Wealth Advisors / BNP Paribas Group (25)
- William Blair & Company, L.L.C. (24)
- Pitcairn (23)
- PwC (23)
- Wilmington Trust (23)
- RSM US LLP (22)
- Wells Fargo Private Bank (22)
- Rockefeller Philanthropy Advisors (21)
- Baird (20)
- KPMG (20)
- Truist (20)
- Perkins Coie, LLP (19)
- The Mutual Trust Pty Ltd (19)
- Foley & Lardner LLP (18)
- Schiff Hardin LLP (18)
- Eton Solutions (17)
- Ballentine Partners, LLC (16)
- Kozusko Harris Duncan (15)
- PURE Insurance (15)
- SEI (15)
- Cozen O'Connor (14)
- Gresham Partners LLC (14)
- The Vanguard Group (14)
- FTI Consulting (13)
- Rehmann (13)
- Tolleson Wealth Management (13)
- BPM LLP (12)
- Chubb Personal Risk Services (12)
- Forvis Mazars Private Client (12)
- Hawthorn, PNC Family Wealth (12)
- LogicPrep (12)
- USI Insurance Services, LLC (12)
- Red Five Security (11)
- Sage Intacct, Inc. (11)
- BerryDunn (10)
- South Dakota Trust Company LLC (10)
- Glenmede (9)
- Greensfelder, Hemker & Gale, P.C. (9)
- Boutique Matchmaking LLC (8)
- Drexel Morgan Capital Advisers (8)
- Hemenway & Barnes LLP (8)
- Risk Strategies Company (8)
- Schwab Advisor Family Office (8)
- Willow Street Group (8)
- Bank of America Private Bank (7)
- CIBC Atlantic Trust (7)
- Deutsche Bank Wealth Management (7)
- Silicon Valley Bank (7)
- Vogel Consulting LLC (7)
- Workplace by OS33 (7)
- Agreus USA Inc. (6)
- AIG Private Client Group (6)
- Koley Jessen P.C., L.L.O. (6)
- Boston Private (5)
- Family Office Exchange Consulting (5)
- Ledgex Systems (5)
- MASTTRO (5)
- Private Wealth Systems (5)
- Rockefeller Global Family Office (5)
- Top Tier Capital Partners (5)
- Accordant Global Partners (4)
- Armanino (4)
- Brown Advisory (4)
- Fi-Tek Wealth Solutions (4)
- Foundation Source, Inc. (4)
- Milestones Historical Consultants, LLC (4)
- North Sky Capital (4)
- SEI- dropped (4)
- Yellowbrick (4)
- 360 Privacy, LLC (3)
- Addepar (3)
- Agreus Group (3)
- Bitwise Asset Management, Inc. (3)
- Dillon Gage (3)
- Family Enterprise USA (3)
- Give A TIFIN Company (3)
- Home Care Assistance (3)
- K&L Gates LLP (3)
- Leafplanner (3)
- Libretto (3)
- Mahler Private Staffing (3)
- McDermott, Will & Emery (3)
- Money Meaning & Choices Institute (3)
- Schiller DuCanto & Fleck LLP (3)
- Sheppard, Mullin, Richter & Hampton LLP (3)
- Summitas LLC (3)
- TFO Phoenix (3)
- The Family Office at Synovus (3)
- Wellspring Associates (3)
- Willamette Management Associates (3)
- Wolf & Company, P.C. (3)
- Zephyr, an Informa Company (3)
- 360 One Asset (2)
- AMDG Architects Inc. (2)
- Angela Mortimer Ltd. (2)
- BakerHostetler (2)
- Baker Tilly (2)
- BanyanGlobal Family Business Advisors (2)
- Basic American Financial, Inc. (2)
- BKS Partners (2)
- BlackCloak (2)
- BNY Mellon (Seattle) (2)
- CAPTRUST (2)
- Charles Schwab (2)
- Chinquapin Trust Co. (2)
- Cook & Bynum Capital Management, LLC (2)
- Cresset (2)
- Cymi, Ltd. (2)
- DoubleLine (2)
- Entole Inc. (2)
- Eton Advisors Group LLC (2)
- Institute for Health and Human Potential (2)
- James E. Hughes, Jr. (2)
- Key Capital Private (2)
- Lutz (2)
- Maestro (2)
- O'Connor Professional Group (2)
- Pinnacle Fund Services (2)
- Private Health Management, Inc. (2)
- SEI (UK) (2)
- Share Save Spend, LLC (2)
- Single Iron Management (2)
- SpiderRock Advisors, LLC (2)
- SumIt (2)
- TEAM Risk Management Strategies (2)
- The Chertoff Group (2)
- The Cincinnati Insurance Company (2)
- The Erskine Company LLC (2)
- Theia Senior Solutions (2)
- The ImPact (2)
- Trusted Family (2)
- Tsotsorkov Family Office (2)
- USAGOLD-Centennial Precious Metals, Inc. (2)
- V3Limited LLC (2)
- Valle Makoff LLP (2)
- Wealthgate Trust Company (2)
- Wells Fargo Private Client Services (2)
- Wellth Works (2)
- 13th Floor Investments (1)
- 21/64 (1)
- Aberdeen Asset Management Inc. (1)
- Abra (1)
- Albourne America LLC (1)
- Altair Advisers LLC (1)
- Angelo, Gordon & Co. (1)
- Aperio Group, LLC (1)
- Arimilli Consulting, Inc. (1)
- Bain & Company (1)
- BARETZ+BRUNELLE (1)
- Big Path Capital (1)
- BluWave, LP (1)
- Boldly Go Philanthropy (1)
- BPM (1)
- Briar Hall LLC (1)
- BridgeGreen Capital Inc (1)
- Bridgewater Associates (1)
- Business Enterprise Institute - Exit Planning Solutions (1)
- Calamar Enterprises (1)
- Cambridge Associates LLC (1)
- Charles Schwab & Co., Inc. (1)
- CIBC (Chicago) (1)
- Cnote (1)
- Continuity Family Business Consulting (1)
- Corporate Value Metrics, LLC (1)
- Crystal, the Private Client Group of Alliant (1)
- DLA Piper LLP (1)
- DRIVE Sales Consulting, LLC (1)
- DT Capital (1)
- Edelman (1)
- Edge Family Office (1)
- Elmore Companies (1)
- Entrepreneurship Education Consortium (1)
- EverStream Capital Management (1)
- F2 Strategy (1)
- Family Enterprise Consulting International Group (FECIG) (1)
- Farmers National Company (1)
- Fidelity Family Office Services (1)
- Fiduciary Trust Company International (1)
- Fiducient Advisors (1)
- First Republic Private Wealth Management (1)
- Forward Systems, LLC (1)
- Foundation Source (1)
- Frisbie Group, LLC (1)
- Galaxy Digital (1)
- Gates Foundation (1)
- GF Data, an ACG Company (1)
- GiveTeam (1)
- Glasswing Ventures (1)
- Global Treehouse Foundation (1)
- Goelet LLC (1)
- Greycourt & Co., Inc. (1)
- Harris Williams (1)
- Hartz Capital Inc. (1)
- HighView Asset Management Ltd. (1)
- HOUGHTON (1)
- IBM Watson Financial Services (1)
- IDEAL Industries, Inc. (1)
- IFO Group, LLC. (1)
- Imperative (1)
- Income Research & Management (1)
- Independent Means Inc. (1)
- Interphase, Inc. (1)
- I Think Security (1)
- J.P. Morgan Private Bank (1)
- James Alpha Management, LLC (1)
- Jensen Hughes (1)
- Johnson Financial Group (1)
- Johnson Keland Management, Inc. (1)
- JP Wealth Management, Inc. (1)
- Jupiter Capital Management Partners, LLC (1)
- K2 Intelligence, LLC (1)
- Katten Muchin Rosenman LLP (1)
- KB Financial Partners, LLC (1)
- Kilmer Group (1)
- KnowLedger LLC (1)
- Kobre & Kim LLP (1)
- Korn Ferry (1)
- Legacy Capitals (1)
- LGT Vestra (1)
- LHT Consulting Group (1)
- Lifecourse Associates (1)
- Loomis Marketing (1)
- Lumina Learning (1)
- Marquette Associates (1)
- Marsh & McLennan Agency LLC (1)
- Marshall Street Management (1)
- Matter Family Office (1)
- Matthews Asia (1)
- McDonough Innovation (1)
- MicroStrategy, Inc. (1)
- Moderne Ventures (1)
- Morgan Creek Capital Management (1)
- Morgridge Family Foundation (1)
- Motif Capital Management, Inc. (1)
- N&N Family Office (1)
- Northbound Consulting, Inc. (1)
- Northwood Family Office LP (1)
- Novack and Macey LLP (1)
- NTT Security (1)
- Owl Rock Capital Partners (1)
- Paravis Partners, LLC (1)
- Parmenter Real Estate Partners (1)
- PEN Capital (1)
- Pendleton Square Trust & Family Office (1)
- Personal Fiduciary Advisors, LLC (1)
- Perspecta Trust LLC (1)
- PFC (Notarbartolo - Branch of Marzotto Family) (1)
- PIMCO (1)
- Point Field Partners, LLC (1)
- Policy and Taxation Group (1)
- Private Wealth Management Group (1)
- Pulver Metsch LLC (1)
- R3 (1)
- Real Vision Group (1)
- Rendero Trust (1)
- Ren Inc. (1)
- RFA Management Company, LLC (1)
- Rosen, Sapperstein & Friedlander, LLC (1)
- SBB Research Group, LLC (1)
- Security Pursuit (1)
- SGH Management Company, LLC (1)
- Shackelford, Bowen, McKinley & Norton, LLP (1)
- Sonen Capital LLC (1)
- sparks & honey (1)
- SPDG (1)
- SS&C Advent (1)
- Sterlington, PLLC (1)
- StoryKeep (1)
- SVB Capital Partners (1)
- Syntax LLC (1)
- Talent Outside the Lines (1)
- The Allen Morris Company (1)
- The Bain Macro Trends Group (1)
- The Bridgespan Group (1)
- The Colony Group, LLC (1)
- The Conscious Leadership Group (1)
- The Grupp Law Firm LLC (1)
- The Rohatyn Group (1)
- Thunderbird School of Global Management (1)
- TIFIN (1)
- TriState Capital Private Bank (1)
- Trove (1)
- TWIN Global (1)
- UMB Family Wealth (1)
- Vantage Leadership Consulting (1)
- Wealthaven (1)
- Wealthbridge Partners (1)
- Werklund Family Office Inc. (1)
- WHEELS UP (1)
- WillKate (1)
- Willow Street Advisors, LLC (1)
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Designing Cutting-Edge Compensation Plans for Top Family Office Talent with Bruce Benesh
Publish Date:
Apr 03 2025