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As the desire to further refine the client experience moves to the forefront of today’s competitive marketplace, the search for qualified and proven talent escalates. While once considered practical to “buy” talent, firms today are re-energizing efforts in the realm of talent development.

As Benjamin Franklin once stated, “If passion drives you, let reason hold the reins.” High net worth individuals often accumulate substantial assets in the form of art, jewelry, wine and as an element of equestrian actives and equine ownership. While the pursuit of these passions can become sound financial investments…they can also add considerable risk if not adequately managed, properly secured and appropriately protected.

One Thousand & One Voices™ is a movement of influential families investing Relational Capital, Intellectual Capital and Patient Financial Capital — or Three-Dimensional Capital™ — to profitably accelerate prosperity in rising markets.

The evolving expectations of family governance practices and family transitions are bringing a more diverse set of family members into the heart of family operations—including those members who self-identify (or could be identified) as FINANCIAL CREATIVES.

As the economics of professional sports evolves, ownership of a franchise as a general or limited partner presents a unique investment opportunity. Chuck will facilitate a multi-disciplined panel with extensive experience in buying, selling and operating a professional sports franchise. The panel will discuss the legal and financial issues potential owners should consider when contemplating an investment, particularly from the point of view of a private family.

Members of the US Executive Council will lead a session that describes how a group of 30 leading family office executives worked together to develop and later to refine a Family Office Communications Plan at their two meetings this year. The plan provides a compilation of the best thinking of the Peer Council members, using the 20+ years of experience that each participant brought to the discussion. There are action steps for the Family Board, the Family Council, the Investment Committee, the External Advisors, and the staff relations with both family members and other staff members.