Expert Panelists

Family Office Association brought together industry experts to understand the best practices on single family offices.

Important Topics

We choose the topics that were most important to our member families and their SFOs.

Discussion Format

Our open panel formatted encouraged back-and-forth discussion, creating rich experiences.


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Patricia Angus

Angus Advisory Group

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Pierre Dupont

Family Member & Advisor

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Sharna Goldseker


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Dennis T. Jaffe, PhD

Wise Counsel Research

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Cindy Puccio

Individual U

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Myra Salzer

The Wealth Conservatory

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Scott Wakeman

Family Navigation Strategies


Successful Family Video Project Topics


Video 1

Sense of Purpose

How do successful families and their single family offices continue to prosper over the generations? What is sense of purpose? How do we define it and how does it evolve over time?

Watch Video 1



Video 2


What does family leadership look like in a successful family? How do you evaluate the effectiveness of your family’s leadership?


Watch Video 2


Video 3


What are the root causes of family and fiduciary litigation? How should a family protect against internal strife?


Watch Video 3



Video 4


Why do families need a defined mission and constitution? How do they go about creating them and applying them to their single family office?


Watch Video 4


Video 5


A foundation within successful families is effective communication. How do you encourage dialogue among the generations?


Watch Video 5


Video 6


How is philanthropic giving different in the modern era? In what ways is it important to the family?



Watch Video 6

About the Family Office Association Successful Families Video Project

As someone working with ultra-high net worth families, I saw first hand a “silo effect,” where families of great wealth were continuously struggling with the same problems in their single family offices as their peers. There was a reluctance to openly share knowledge, best practices and solutions for fear of compromised privacy. In 2008, I founded Family Office Association to create an exclusive and highly private community where we could harness the collective knowledge of member families to help overcome these challenges. Now, eight years later, Family Office Association has fostered one of the most prominent, beneficial, private membership groups of prosperous families in the world.

The Successful Families Video Project was the natural next step – to begin to capture the knowledge and expertise of our community of families, single family offices and global thought leaders. These videos are valuable resources for those who aren’t able to attend our live events. We were privileged to be joined by a truly impressive group of panelists, each an expert in his/her field. The open panel format enabled discussions and back-and-forth that we believe created rich conversations. We hope that the #Family Office AssociationSFVS serves to spark conversations among our members and the SFO community at large.

About the Family Office Association

At Family Office Association we are committed to creating value for each family we serve; value that enhances wealth, strengthens legacy, and unites multiple generations across business, investment, and shared interests and passions. Family Office Association has the resources to solve families’ most trying challenges and help achieve collective goals: to invest intelligently, give strategically, and learn exponentially. We have recently expanded the scope of our community by offering more of our resources online. Learn more about digital membership here.


Fredda Herz Brown, Phd

Moving through time together implies that [sense of purpose is] an evolving thing. It isn’t a static thing. It starts out four generations before and just continues. Every generation needs to rethink, what are we here for? What are we doing together?

Fredda Herz Brown, Phd / Relative Solutions

Patricia Angus

I think, like passion, purpose can mean lots of things to lots of people but within a family focusing on a commonality, as Fredda said, values and the commonality of what you all sort of striving for together.

Patricia Angus / Angus Advisory Group

Roy Kozupsky

What causes families to disintegrate? We’re not talking about one epic event. These are conditions that sort of emerge, that grow in families, that are fractures and they diminish capital; physical capital, human capital.

Roy Kozupsky / Moses & Singer

Dennis T Jaffe, PhD

There are different challenges and the family members need to discover it. A family discovers purpose. It’s not something that’s out there. They work together, they talk, they get to know each other, they learn about what’s important to each person and then they create together an entity that’s a shared sense of purpose that’s going to get people excited for the next generation.

Dennis T Jaffe, PhD / Wise Counsel Research


Don Trone

The great families have a well-defined ethos and exchange that with one another’s but the vast majority of families have never sat down and actually defined that ethos in those three areas: behavior, values and decision making.

Don Trone / 3ethos


Share this Video

There truly is power in community. Share the Successful Families Video Project and get your community to join the discussion on Twitter with #Family Office AssociationSFVP.