This is a closed-door meeting strictly for the attendees from family offices. These sessions will be off-the-record and will allow participants to share candidly their challenges, proven strategies and success stories.

To be considered for an invitation, please contact Rachelle Young at [email protected]

A panel of Investment Professionals within Family Offices will discuss the thought process behind building a portfolio:

• Levels of appetite for different asset types
• How do you decide your portfolio mix?
• Perceived risks; post investment realities
• Assuring value from investment managers: fee structures, key-man clauses, due diligence and negotiations

• The dating game: finding the right partner
• Why forego the conventional route?
• How to structure sustainable and financially profitable investments

Connection or Confusion: Communicating Across the Generations

This intensive and highly interactive masterclass is designed for family office members and family-office-level advisors to refine intergenerational communication skills and strategies to successfully engage all generations in the family.

Session Objectives:

• Understand the key differences between the four different generations currently interacting in the family
• Learn strategies for more effective communication between generations
• Reflect on the key challenges to transition and best practices for multigenerational sustainability
• Discuss strategies for how to engage the next generation and how to keep their interest and participation including experiential activities
• Learn from each other - share what has worked successfully and what has not
• Leave with tangible takeaways to implement in your family office