Tuesday, October 23

Tuesday, October 23

7:30 a.m. Breakfast
  
8:30 a.m. Opening comments and Thought Leaders Summit
  
9:15 a.m.
General Session – Long-term Family Wealth Strategy
  
10:15 a.m.Break
  
10:45 a.m.Peer Dialogue – divided by office size/type  
  
12:15 p.m.All Member Lunch - Advisors join
  
12:45 p.m. Opening Comments
  
1:00 p.m.General Session - Restoring Trust in Financial Markets
  
2:15 p.m.Track Sessions #1

Successful Approaches to Investing 
Sponsored by: Abbot Downing

Understanding Impace Investing

Strategies for Enhancing Family Legacy
SupportingEntrepreneurs in your Family, Part I
Ann Dugan and Dirk Junge, Pitcairn 
 
Critical Issues for Family Offices
Succession Planning for the Family Office CEO
 
Difficult Conversations for Family Wealth Stewardship
Selecting a Trustee: How to Do It Right