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Multigenerational families have long turned to real estate as a wealth creation and growth vehicle. These Private Family Capital Investors have gone a step further, building and growing investment platforms dedicated to real estate investing in targeted sub-asset classes. Antonio Luis Ferre Rengal, CEO, Kingbird Capital H. Scott Silverman, Founder & CEO, Agman Nate Hamilton, Chairman, FOX

Join Kevin Gordon, Director and Senior Investment Strategist at Charles Schwab & Co., as he discusses the latest economic trends, opportunities, risks and market developments most affecting family offices and multi-generational wealth. Kevin will tackle several key topics most top of mind for private family capital including:

FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data management, outsource services, advisors and consultants, and managed service providers. FOX membership is invited to learn and take a deep dive into our Tech Partner platforms, solutions, and services.

FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data management, outsource services, advisors and consultants, and managed service providers. FOX membership is invited to learn and take a deep dive into our Tech Partner platforms, solutions, and services.

FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data management, outsource services, advisors and consultants, and managed service providers. FOX membership is invited to learn and take a deep dive into our Tech Partner platforms, solutions, and services.

This session will begin with an introduction to the investment migration industry and current wealth migration trends. Henley & Partners, the global leader in residence and citizenship by investment, will then outline the key differences, primary drivers, and benefits of alternative residencies and citizenships, explaining how wealthy American and international families are turning to these programs to hedge against geopolitical risk and create a plan for future generations.

Founder and Managing Partner of Exponential Ventures, David Blundin is a 23-time serial entrepreneur and 15-year VC investor who founded MIT’s first neural network AI company and teaches “AI for Impact” at MIT. Dave brings his years of personal experience and knowledge along with timely information, to discuss the AI revolution and what our family office community can be doing to prepare.

Join us for an insightful session on women in wealth and the pivotal role women play in the family office and wealth management space. This panel will explore the unique perspectives women bring to the industry, while addressing their challenges and opportunities for growth.

Byron Trott, Chairman and Co-CEO of BDT & MSD Partners and long-time advisor to business owners and private families, will join Nate Hamilton in a discussion on the landscape of private family capital in 2024 and the trends shaping the distinct needs of business-owning families and long-term investors.

This dynamic panel will bring together those making new or significant contributions to the enterprise family space and the family office industry, to discuss their visions for the future and the evolving landscape of our field. These professionals will discuss how they redefined traditional practices, integrated innovative strategies, and wrestled with the unique challenges faced while rising into leadership positions.