TRACKS
FAMILY OFFICE
The Family Office Track is a cornerstone of our conference, designed to guide families and their family office leaders through the complexities of structuring and managing family offices. From the initial formation of an office to advanced planning techniques and governance strategies, this track delivers actionable insights and hands-on training for family offices at all stages of development.
With a focus on organizational structures tailored for multigenerational families, the sessions address crucial topics such as governance, staffing, and evolving operational needs. Attendees will benefit from interactive workshops, engaging panel discussions, and other collaborative formats led by experienced family members, seasoned family office executives, and industry practitioners.
Whether you're establishing a new family office, enhancing existing frameworks, or planning for future generations, this track provides the knowledge and tools needed to thrive in an ever-changing landscape.
FAMILY BUSINESS
The Family Business Track is designed for families with active enterprises that serve as the foundation of their wealth and income. These sessions provide valuable insights into sustaining and growing family businesses while navigating the diverse and often conflicting needs of the family and the enterprise.
Participants will explore best practices for employing family members, succession planning, and integrating the mission of the business with family values to create a unified, long-term strategy. With dynamic formats such as panel discussions, interactive sessions, and workshops, this track is led by family members, business owners, and industry practitioners who offer practical guidance and real-world examples.
Ideal for families striving to align their legacy with business success, this track equips attendees with the tools and strategies to thrive across generations.
FAMILY CONNECTION & LEGACY
The Family Connection & Legacy Track is dedicated to helping families maintain unity and shared purpose amidst the complexities of growing enterprises and evolving generational dynamics. This track offers actionable insights into building and sustaining strong intergenerational bonds by focusing on a shared mission rather than solely on financial wealth.
Drawing from the experiences of multigenerational families, sessions provide strategies for navigating challenges around preparing for impactful legacy transitions. Topics include effective communication, mission development, education, philanthropy, family history, and leadership growth.
With interactive workshops and peer-led discussions, participants will learn how to preserve family values, foster collaboration, and create strategies that evolve with each generation’s interests and passions. This track offers essential tools to secure the long-term impact of the family’s work and philosophy while keeping the family united and thriving.
Ideal for families committed to fostering unity and creating lasting impact, this track offers inspiration and practical solutions for multigenerational success.
RISING GEN
The Rising Generation Track is dedicated to empowering the next generation of family members and leaders to navigate the unique challenges of both the family and the enterprise. This track engages rising-generation family members, equipping them with the skills and knowledge needed to contribute meaningfully to their family's legacy, governance, and enterprise.
Each breakout session is designed to address specific questions and challenges faced by emerging family members, with a focus on teaching practical skills and fostering confidence. Topics in this track intersect with other conference areas, covering leadership development, family dynamics, communication, and enterprise responsibilities.
Tailored for the rising generation but open to all attendees, this track fosters growth and preparation for the future of family and enterprise leadership.