This intimate gathering of 15 families/single family offices is dedicated to the immersive experience of sharing in our research, faculty-led discussions and collaborative learning among peers of family and family office for best ideas and practices.
The Very Near Future Family Office: Intergenerational Necessity, Vulnerabilities, Resilience and Thriving;
Part One: Resiliency and Anti Fragility
Neurocognitive tests and skills development to improve decision-making and collaboration
Character, Humility Resiliency and Grit
Incorporating Millennials and shared economy thinking into the family office for evolving culture and enhancing results
Part Two: Answering Your Questions
Accepted registrants will be sent a pre-event survey for me to better understand the wants, needs, and concerns – on the vulnerabilities of the attendees, and to customize aspects of the Masterclass around your questions, concerns, and vulnerabilities as a truly interactive Masterclass around what’s most important to you.
Answering your questions and roundtable discussion on pre-event survey wants, needs and concerns
The changing world of investing for family offices: addressing intergenerational shifts, investing for impact, technology and the age-old beta versus alpha, internal or external?
Part Four: Tax and Asset Protection
Global Family Office & Family Holding Company Strategies
Turbo-Charged Best-In-Class Estate Planning Techniques
Asset Protection Trusts and Start-Over Funds
Global Best-In-Class Family Office Structures
Advanced Marital Planning