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In this discussion, Boutique Matchmaker founder’s Cassindy Chao and Shannon Lundgren will discuss how singles can meet “the one” in a digital world. They’ll also shed light on how parents can assist the rising generation of never married young adults in their families. We invite rising gen, family leaders, family office staff and advisors to join t...

When a young inheritor announces that they have met “the one,” the wheels of the wealthadvising industry whir into motion, with families and advisors discussing prenups, onboarding, and whether to include the new partner in family wealth discussions. But amid all of this, there is a young couple in love. How do we nurture this new union and foster ...

Philanthropy is no longer just a box to check on the year-end planning list – over the last decade, strategic philanthropy has emerged as an invaluable tool for maximizing family engagement and creating targeted impact. This overlap of values and interests provides critical structure for families to come together to make targeted gifts. Panelists f...

While it is a challenge to move donors from a reactive position to an intentional giving mindset, there are proactive steps and a strategy to help achieve that transition and into a sustaining, long-term partnership of giving. In this peer dialogue event, Erinn Andrews, Founder and CEO of GiveTeam, outlines the strategy in three parts: (1) the dono...

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...

If a premarital agreement is a prerequisite to getting married, doing all you can to ensure that your agreement will be upheld against a future challenge should be your guiding priority. Accordingly, there are some helpful tips—the do’s and don’ts—to consider with respect to a premarital agreement. When thoughtfully negotiated and wisely drafted, a...

In light of the high conflict nature of many divorces, and the cost and time associated with divorce litigation, many couples attempt to pre-plan for the possibility of a later divorce by executing a pre-marital agreement. The past, present, and future of pre-nups and post-nups highlight a process that attempts to minimize a couple's stress during ...

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...

During this two-part webinar presentation on private foundation succession planning, insights and planning tools are outlined and discussed to help the next generation of decision making. While there are different approaches to succession planning, knowing the donor intention is essential. Other planning elements and considerations include a missio...

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.

A historic agreement was reached in 2015 when member states of the United Nations came together and signed “Transforming Our World: The 2030 Agenda for Sustainable Development,” which included a set of 17 Sustainable Development Goals (SDGs). The SDGs charted a way forward to a just, secure, and sustainable future for people and the planet. This...

There is a passionate and growing effort among funders to focus less on change that is short-term or only at the project or program level; such funders are instead using models that reach across different sectors and approaches and dig deep into root causes, leading to more structural, systemic change. Aiming their efforts at more transformational ...

For many individuals, philanthropy is one of the more gratifying parts of estate planning. Adding in a multigenerational component—one that involves the family’s needs, interests, assets, and goals—can make it even more meaningful and compelling. With the focus on the family and through open channels of communication, philanthropy can be an excelle...