Resource Search

Entrepreneurs assemble resources, create innovations, develop finance strategies and apply business acumen in an effort to create economic goods and services. The ultimate question is, “How do you instill these attributes in your rising generation?” Ann Dugan, who founded the University of Pittsburgh's Institute for Entrepreneurial Excellence, leads an exploration on how to create an entrepreneurial spirit in the rising generation.

In an effort to promote a culture of greater giving and well-being for all, Nexus Global Youth shines light on the experience and impact of having wealth and what can be done to support and inspire the next generation of philanthropic leaders. Given the unique nature of the generation and their experiences, Nexus research proposes that, instead of focusing on the technicalities of philanthropy, focusing on the relationships and emotional development behind philanthropy is the most effective and beneficial approach to promote generosity.

The movement of money into investments that create environmental and social change is gaining momentum, yet the perception that impact investing goes hand in hand with sub-market financial returns has hampered the wider adoption of this promising approach to investing in positive change.

A critical element of Family Office Exchange’s work is to identify trends and issues that have immediate and future impact on families of wealth. As such, Alexandre Monnier is pleased to share the trends emerging in the family wealth industry and how these trends will impact families today and well into the future, what families will need to do to prepare for these inevitabilities, and how these trends link to the client experience mindset.

Family Office Exchange has been leading the charge to examine essential elements of the client experience and the influence these elements have on today’s families as well as families of the future. Key to this assessment is defining what family office executives, advisors with whom families will engage, and of course families themselves need to do to more effectively meet the unique and emerging needs of enterprising families.

Family success over generations is often contingent on the health and vibrancy of family culture. Family culture can destroy legacy, decimate planning, and wreak havoc on even the best laid plans of founders, professionals and family leaders. This session helps to bring clarity to the confusing dynamics of family culture and, more importantly, provide strategies and techniques used to make adaptive cultural shifts.

More than 58 million Americans use social networking sites several times per day. Social media has created a new sense of reality—a reality that its benefits have outweighed the risks. Liability risks involved with the use of social media include defamation, invasion of privacy and negligence. This session provides awareness into the risks as well as the solutions to minimize the evolving dangers of social media.

This series covers industry sector dynamics in three parts:Part 1: Working the Plan – City Capital Venture’s seasoned deal team, Dan Kipp and Allen Tibshrany will explore the critical steps necessary to ensure success in the first 18 months post-investment, including guidance on governance, transparency and reporting.

Establishing a Private Family Trust Company (PFTC) is a significant step in a family’s evolution from managing its wealth to institutionalizing its family governance, trustee processes and strategic direction as a family enterprise. In this session, the PFTC Network community comes together for a discussion around lessons learned when forming a Private Trust Company.

This session is a review of the latest trends in cybercrime and why it’s growing exponentially. There is big money in hacking secure financial information, no matter the size of the business and for these criminals, the opportunities are limitless.In this session, practical steps were provided that will help secure and monitor business networks, in addition to lesser-known steps that can be taken now to protect individuals and their businesses against these endless threats.