| Expert Advice and Unparalleled Learning Opportunities Here is a sampling of who you will work with at the Forum - Stuart Lucas, Chairman, WEALTH STRATEGIST PARTNERS LLC, Author of “Wealth: Grow It, Protect It, Spend It, and Share It”
- Laird Koldyke, Chairman of the Board of Directors, LAIRD NORTON COMPANY
- Charles W. Collier, Senior Philanthropic Adviser, HARVARD UNIVERSITY
- Amy Schuman, Principal, FAMILY BUSINESS CONSULTING GROUP
- Richard A. Morris, Author;”Kids Wealth and Consequences” Principal & Founder ROI CONSULTING
View the new Family Office Forum Agenda Gain Expert Advice On Key Challenges Of Multi-Generational Wealth Planning: - Create a legacy that empowers and promotes well-being through multiple, successive generations
- Design a governance structure to meet the needs of your individual family
- Strategies to avoid intrafamily conflict
Subjects to be addressed at The New Family Office Forum Include - Creating a legacy that empowers future generations and promotes well-being through multiple, successive generations
- Communicating the family story, values and mission to help articulate the family journey beyond its present reality and translating the qualitative family vision into quantitative activities to promote the family legacy
- Key considerations in designing a governance structure that will meet the needs of your individual family
- Effective strategies for avoiding intrafamily conflict and the potentially negative impact it can have on the value of one’s assets
- Handling end-of-life issues: how best can families plan and prepare for medical issues related to geriatrics, trauma and other conditions; making decisions in advance or on behalf of family members whose decisional capacity is compromised and the impact of death on the family governance structure.
- Raising children in wealth to avoid a feeling of entitlement
- Re-defining due diligence to feel safer with your investments
- Accessing the best investment products – examining the range of different business models and structures, their key differentiators and the type of access they offer family office investors
- How has the private equity industry adapted to the new normal and the higher premium placed on liquidity by its investors?
- Defining the new benchmarks for operating a single family office as a successfully managed entity
- Examining the key considerations of transitioning your business to a family office and common pitfalls to avoid
- Estate & tax planning strategies – how pending legislative changes will impact family offices’ ability to transfer and maintain wealth
between generations
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