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What are the latest political and legislative developments and what do families need to be aware of? This always popular analysis of the politics and passage of tax and estate planning legislative changes on Capitol Hill will give family office executives the information they need to know to be prepared for 2015 and beyond.

In addition to delivering superior returns, family offices also meet more stringent investor reporting and financial demands. Having the ability to transform data into timely, useful information is one of today’s greatest challenges in the family office market. In this session, we will discuss how optimizing data management can lead to increased levels of operating efficiency, improved reporting, competitive advantage and growth.

To build a successful integrated wealth plan, advisors need to collaborate and cooperate as a fine-tuned team. They cannot afford to think of themselves in compartmentalized terms, or the family will suffer. During the Forum, speakers examined how individual expertise integrates with that of the other advisors in a family’s advisor ecosystem, taking on joint responsibility in the comprehensive, integrated and coordinated process of building family sustainability.

As an advisor responsible for providing holistic and integrated family wealth services, leadership is an integral part of your every day responsibility. Sarah Biggerstaff, noted coach and lecturer in the practice of leadership at Yale School of Management, will walk participants through a process to unlock their potential and explore their personal identity as a leader. Sarah believes there is no one-size fits all approach to leadership and will help advisors explore and develop their own authentic style.

Sustainability of the family and wealth for the long-term is critically dependent on current conditions and trends that impact families today and well into the future. Family Office Exchange is pleased to provide a panel of industry leaders whose experience, position and knowledge of the industry places them at the forefront understanding the work critical for success as the architect, engineer and constructor of full integrated, exemplary advisor service.

The Advisor as the Master Builder. Among the many benefits of deploying design-build project delivery methodology for complex construction projects is a single point of responsibility. As such, the master builder team is responsible for all aspects of the project—leaving an owner free to focus on the project’s scope and general decision making.

Through research by Family Office Exchange and others, industry leaders have been able to uniquely pinpoint what families say they want and need. Amy Hart Clyne will share the ‘voice of the wealth owner’ while identifying the impact of these findings on the advisor of the future.

Critical to the success of any design-build project is creating and managing a highly-functional, cooperative and collaborative team of internal and external resources to meet the needs of the family. Building such a work team necessitates thoughtful and preemptive conflict resolution processes as well as effective communication strategies. Ben Dattner, Ph.D., will guide participants on how to increase their individual effectiveness by developing a better understanding of the impact of individual psychology and group dynamics on their performance.