Join a select group of family office principals and executives for a 90-minute virtual conversation on Tuesday, June 2nd from 10:00–11:30am PT (1:00–4:30pm ET) focused on preparing the next generation. As families navigate major generational transitions, a distinct set of practical, legal, and financial considerations comes into focus. These are ones that are rarely discussed openly but matter deeply for families with complex structures.
This is a candid, peer-level conversation designed for families who are thinking carefully about these questions, whether you’re in the thick of it now or planning ahead. Expect an open exchange of experiences, frameworks, and lessons learned. There will be no presentations or pitching, just thoughtful people comparing notes on challenges most families navigate quietly.
Space is limited to 12 attendees.