Consulting Thrive in a Crisis

Thrive in a Crisis

ADAPT TO BE THE FAMILY OFFICE OF THE

Immersive, Fully Customized Half-Day Online Session

Join Family Office Association Founder Angelo Robles and an unmatched line-up of independent thought leaders in an immersive experience for families and single family office executives.

This consultation is tailored specifically for your family/single family office and will feature the most successful and forward-thinking global experts from within and outside the single family office community, on topics ranging from law, technology, leadership, psychology, analytics, design thinking, investing, and tax.

ABOUT THE SESSION

This session is completely customized to your family’s needs. We will build the course – including topics and experts – through pre-course interviews and questionnaires with the relevant stakeholders in your family and family office. Using this feedback, we will assemble a “dream-team” of experts who will help address the areas that your family most needs to consider. This is a deeply interactive, immersive experience with actionable take aways.

Example topics

  • Creating objectives that will serve your purpose
  • Empowering your leadership for success
  • Choosing the right metrics to define and measure success
  • Creating engagement and thriving culture for purposeful and meaningful work
  • Attracting and retaining top talent
  • Outsourcing vs. internal specializations
  • The importance of shifting now to embrace opportunity
  • Reevaluating thinking, process, and strategy assumptions
  • Utilizing Design Thinking to empathize, define, ideate, prototype, test, and assess
  • Predicting and preparing for threats
  • Embracing best practices from outside the single family office world to truly elevate your SFO
  • Examining processes, logistics, and workflow across topics like law, technology, leadership, psychology, analytics, investing, and tax

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