As professionals entrusted by enterprising families, we have both an opportunity and obligation to imagine a new generation of family offices that better serve those families and the world around them. What will they look like? How will we get there? We don’t know; thus, this session seeks to gather curious practitioners, academics and family members looking for a space to explore their predictions, questions and hopes for the future of family offices. Whether working in a single or multifamily office or simply engaged with family office-level wealth in some way, you’re invited to share your ideas and hear those of your peers. We will discuss the forces that have shaped and will shaped the family office space, and we will dare to re-imagine – from several different angles – something new. While we may not “solve” anything, the conversation will be sure to expand thinking and reward participants with forward-leaning insight.

English:
The Virtual Study Group Iberoamerica invites you to a series of presentations on the latest issues in consulting, research, and development of ideas on family businesses in Spain and Latin America. Join us to discover the new concepts’ excitement and the specialists and professionals who will share with the attendees.

Spanish:
El Virtual Study Group Iberoamerica los invita a una serie de exposiciones sobre los últimos temas en materia de consultoría, investigación y desarrollo de ideas sobre las empresas familiares en España y Latinoamérica. Acompáñanos a descubrir la emoción de los nuevos conceptos y a los especialistas y profesionales que compartirán con los asistentes.

Panel discussion moderated by Sterling Resources, Ltd. exploring the role of life insurance and tax favored cash flow as well as the importance of life insurance portfolio management. Panelists will represent both “older’ and “younger” generation points of view, in addition to professional family office executive perspectives.

Our industry tends to answer this question from the perspective of the wealth-generating generation. Coventry Edwards-Pitt shares insights from the research she conducted with inheritors and their significant others for her new book Engaged Healthy, Wealthy & Wise (December 2022). We will discuss what it feels like to be on the receiving end of a pre-nup mandate and the three critical factors any pre-nup discussion must allow a next-generation couple to preserve in order not to be destructive to their relationship.