How are private families exploiting the opportunities and managing the complexities of our ever-shrinking world?
Family Office experiences with service providers since the Global Financial Crisis
Marilynne Paspaley tells more about the success of the family business (including her own entrepreneurial business and career) and how the family office has evolved.
Charles Grace III of Family Office Exchange discusses the latest trends in family office eco-system, technology and thinking.
Panel discussion on expectations from a family office
Laurent Roux discussed how to define family goals and purpose, how to establish a fundamental belief system and how to define srategy and tactics based on these priorities.
Panel session on technology and reporting for family offices
In this short slide deck, Tavan Pechet outlines some of the functions a family should consider when evaluating appropriate fiduciaries. Tavan facilitated a series of private member briefings for PWN members over the last two weeks.
Issues and challenges around families with members based around the world, overseas business, and other issues facing international families.
In this session, the speaker discusses the decisions made by trustees and the issues that surround those decisions.
Issues and challenges facing multi-jurisdictional families, offshore structuring, foreign businesses, preserving capital and succession planning.
In this session, we look at some of the strategies used and outcomes that can be achieved to avoid or resolve tax disputes.
A discussion by Dr. Lee Hausner on why have family meetings and retreats, what do you do, why attend, what activities to do and when and how often to hold these meetings.
Allison works for one of the leading multi-family offices in the US, with a specialisation in technology requirements for private family groups. He shares his insights on technology
Workshop by Sara Hamilton (FOX) on how to help develop the different types of family capital, convene family meetings to develop shared decision-making and other best practices for family governance
Neil Puri discussed family wealth investment and reporting from administration to institutional grade asset management. He provided a snapshot of European best practices.