The Family Office: Shifting Paradigms

This preconference explores emerging perspectives and evolving approaches in the family office sector, bringing together scholars, advisors, and international voices for an engaging afternoon of discussion and exchange. Through research presentations, panel discussions, and interactive conversations, participants will examine current trends, emerging challenges, and innovative practices while fostering collaboration across disciplines, sectors, and regions.

• 1:30PM Welcome
  Michael Delgass, Wealthspire
• 1:40PM The Family Office as We Know It
  A family office is a private wealth management organization that oversees dedicated to managing the financial and personal affairs of an ultra-high-net-worth family. Its primary goal is to grow, protect, and transfer wealth across generations through strict confidential privacy and customized concierge services.

  Presenters:

  • Peter Leach, Peter Leach & Partners
  • Jamie McLaughlin, J.H. McLaughlin & Co.
  • Maya Prabhu, J.P. Morgan Private Client
• 2:45PM The Family Office of the Future
  The family office of the future is evolving from a traditional wealth-preservation entity into a dynamic, institutionalized platform. for creating and sustaining long-term value. Driven by advances in artificial intelligence, generational wealth transfers, and increasing complex, cross-border privacy needs, family offices are expanding their focus beyond financial capital to include human, social, intellectual, and reputational capital.

  Presenters:

  • James Coutre, Pathstone
  • Asher Noor, Odyssey Single Family Office
  • Joanna Sun, Emerald Family Enterprise Group
• 4:00PM Paradigm Shifts in the Family Office: Keynote
  An interview with Brandy Wilson, independent advisor to families and a trusted guide in the complex world of family offices with nearly two decades of experience building and leading some of the world’s most complex family offices. Interviewed by FFI Fellow and 2025 FFI Interdisciplinary Award recipient, Jim Coutre.
• 5:00PM Reception at the Yale Club