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Sara Hamilton is the Founder and CEO of Family Office Exchange (FOX), the definitive source of information and best practices associated with the business of managing the family enterprise and the family’s wealth across generations. The strength of the FOX network is derived from the collective knowledge and experience of over 460 globally-mi...

Addiction and other chronic behavioral health issues can present significant risks to family well-being and wealth preservation, and recent research suggests higher incidence of these issues within affluent communities. In this workshop, Arden O’Connor, lead the discussion on the connection between money and addiction as well as other chronic...

Neil Howe is a renowned demographer and authority on generations and social change. He develops and implements cutting-edge research, analysis, and consulting services to help clients understand how generations impact marketing and workforce issues as well as strategic and financial planning. As a historian, economist, and demographer, Neil Howe is...

As a respected leader in the Bemberg Family, Mr. de Ganay will share some of his family’s history spanning 6 generations. He oversees the Quilvest Wealth Management business and was involved in selling the business the family owned together for over 120 years. The respected governance process that the family has developed over time has ...

“What can I do to ensure the wealth has a positive impact on the next generation?” While there is not a silver bullet solution or a guarantee of success, this session will provide insights and examples to help parents, family office professionals and wealth advisors address this common question. Jill will provide concrete tools, guideli...

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. Financial Creatives: those creative, but slow to open financial reports; entrepreneuria...

Effective governance empowers leaders of wealthy families and/or families in business to make the most of the unique strength of a family enterprise: the synergy between a strong, unified business owning family and a well-run family enterprise or family office.Ernesto Poza will explain why so many families fail to govern the family-business relatio...

Perspectives on Legacy: Managing Family Dynamics and Wealth’s Human ImpactArne Boudewyn, Managing Director, Abbot Downing Building and preserving a family legacy requires attention to not only financial capital but also human, intellectual and social capital. It is the dynamic interdependence of these elements that ultimately influ...

Carl Robinson, Ph.D., Managing Partner, Vantage Leadership Consulting In a family enterprise, the greatest challenge is to engage family members effectively in leadership roles and governing board participation. The development of future leaders in the family is critical to its future, and the leaders' participation in family governance is...

The Spirit of the Gift: Giving Wisely to Family MembersKeith Whitaker, Ph.D.; Susan Massenzio, Ph.D., Wise Counsel Research Associates Many parents fear that gifts to family members lead inevitably to entitlement. Giving wisely can avoid that result and turn gifts into a force for growth. Keith Whitaker and Susan Massenzio will share som...

Bridging the Divide: Impactful Family CommunicationsDaisy Medici, Managing Director, Governance and Education, GenSpring Family Offices Ineffective communications between and among family members often creates a divide that is difficult to overcome. Communicating effectively, however, is not an easy task that necessitates mastery of communicat...