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Panel: Building cross-border relationships

 

How are private families exploiting the opportunities and managing the complexities of our ever-shrinking world?

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Our Family Story: Marilynne Paspaley

 

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.

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The Revolutionary and Evolutionary Family Office

 

Charles Grace III of Family Office Exchange discusses the latest trends in family office eco-system, technology and thinking.

 

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Creating a Coherent Strategy for Family Wealth Management

 

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.

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Trustees and Their Role

 

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.

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Panel discussion: International families - Security, succession, engagement

 

Issues and challenges around families with members based around the world, overseas business, and other issues facing international families.

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International tax planning

 

Issues and challenges facing multi-jurisdictional families, offshore structuring, foreign businesses, preserving capital and succession planning.

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Dispute resolution

 

In this session, we look at some of the strategies used and outcomes that can be achieved to avoid or resolve tax disputes.

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Family Meetings & Retreats: Planning & lessons learned

 

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.

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Reviewing Family Office Technology

 

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

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Best Practices for Family Wealth Advisers

 

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

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Evolution of Family Wealth Reporting

 

Neil Puri discussed family wealth investment and reporting from administration to institutional grade asset management. He provided a snapshot of European best practices.

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