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Join the Tsotsorkov family’s journey over the decades, from its entrepreneurial roots going back 250 years to its modern-day enterprise. Gen 2 family leader, Dimitar Tsotsorkov, shares the story of, and learnings from, the family’s recent efforts to capture and codify the unique values that have shaped the enterprise family and its ecosystem throug...

Once the family enterprise is clear on which values it aims to preserve, the next step is to integrate and execute those values in an intentional way. Enter: The B Corps. Certified B Corporations are leaders in the global movement for an inclusive, equitable, and regenerative economy. Join this session to learn how one family office achieved B Corp...

This discussion-based breakout will dive deep into the topic of real estate and the process of how to effectively manage it. Cortney Liddiard, Chief Executive Officer, Ball Ventures Allen Morris, Chairman and CEO, Allen Morris Company Moderated by Gaby Griffin, Market Leader, Business Owners and Family Office Executives, FOX

Join a panel of experts as they discuss increasing inflation and its impact on the investment landscape. Speakers will discuss how to protect your portfolio, increase real estate exposure, their suggestions on how to best access real estate, and which sub-asset classes can meet investing objectives. Jeff Shulman, Managing Director, CIBC Daryl S...

The death of a loved one is a difficult and emotional time for a family. There is often additional stress if you are appointed as the executor of the will and trustee of your family’s trusts, especially if the deceased had been the sole manager of substantial family assets and wealth. For an untrained person, it can be a daunting role. For these re...

When done well, a trustee’s service can have a profoundly positive impact on a family; when done poorly, a trustee’s service can create or exacerbate fissures within a family, dissipate family wealth, create personal liability for the trustee, and create a public spectacle that sullies the family’s good name and reputation. For key employees in fam...

Ultimately, how well your wealth transfer plan fulfills your legacy and meets the needs of the next—and future—generations depends on whom you name as your trustee(s). This makes your trustee selection one of the most critical aspects of an already complex wealth planning process. To help navigate this selection process, work with a framework built...

Without the usual financial pressures of family wealth, how do you teach your children about money, work, and personal responsibility? Because the stakes are high at this point in your family journey, this article by NEPC recommends starting with the family fundamentals and a sense of purpose for the wealth. It further outlines a reliable 1-2-3 str...

Inflation has started to take hold in key areas of the market which will have an impact on how real estate investors should view their current and prospective investments. Parsing through the inflation data, there are four causes of inflation that are pertinent to various stakeholders in real estate—from occupiers and users to developers and invest...

Real estate as an asset class requires constant attention to ever-changing variables. Implementing a defined, analytical, yet flexible asset management process within your family office’s direct investment function is critical to ensure your portfolio is positioned to meet intended goals.

Serving as a trustee for your family can be a valuable experience for you, while also providing an important service to your family. But before you accept the position, make sure that you understand the role you will play for the family and are willing to accept the responsibilities and liability that come with it.

To effectively serve as a trustee, it's crucial to understand your fiduciary duties. Even trustees with the best of intentions can create liability for themselves by being unprepared for the job or by not fully understanding their obligations. Learn more about some of the common mistakes family trustees make that can lead to lawsuits and other...

Because of losses in catastrophe-prone areas and other hard market factors, insurance carriers have pulled back the amount of insurance they’ll offer. Despite the hard market, real estate owners and operators that have well-maintained properties and who are prepared for catastrophes will have an advantage. Overall, the formula for a better insuranc...

At its core, a mission statement serves as a compass, continually steering an organization or business toward their goals. For the families who undertake the process of creating a mission statement, it provides a similar and essential navigational tool. To be successful, however, the mission statement must resonate and mean something to everyone in...