This event is open to all Wealth Owners and Family Office Executives.

Registration and Breakfast

Overview of Attendees and Agenda for Forum
Paul Pratt, Managing Partner, Family Office Exchange       

Family Legacy and Leadership:
Preserving True Family Wealth in Challenging Times,
©2010, Wiley & Sons.
Book Sponsorship will be provided by McLean Budden

Part I: Family Legacy and Legacy Planning
Mark Haynes Daniell, Chairman, Cuscaden Group
An appreciation for family legacy begins with an understanding that legacy encompasses the past and all that a family wants to preserve for the future – the history, values, knowledge and experiences that are just as essential as the financial capital. Legacy planning is the process that involves documenting reasons for staying together, agreeing on The Family Promise, and investing in the education and training of future family leaders to enhance the legacy.

Part III: The Management of Risk and Change
Kripa Sethuraman, Managing Partner, Family Office Exchange LLP
While nothing guarantees the future, the chances of sustaining a family legacy over multiple generations are greatly enhanced by an appreciation for change and the management of uncertainties. Achieving this goal requires an ability to effectively manage threats to long-term prosperity while identifying opportunities to grow and enhance family assets. This section of the book highlights strategies gleaned from wealth owners and industry thought leaders for developing a risk management mentality and creating an entrepreneurial culture. 

The session will provide insights from Senior Office Executives regarding investment past performance and investor outlook on risk in the wake of the global financial crisis. A panel of private investors will discuss their views on risk-taking and the future role of alternative asset classes in private investment portfolios. Questions from the audience will ensure a lively debate.

One of the most valuable benefits of the Forum is the opportunity to meet peers. In this session, facilitators will lead peer group discussions regarding three topics: Family Legacy and Leadership, the Risk Management Process, and Investment Trends and Opportunities. Participants will select the group with which they would like to have a peer discussion regarding one of these three topics.

One of the most valuable benefits of the Forum is the opportunity to meet peers. In this session, facilitators will lead peer group discussions regarding topics of greatest interest to attendees. Participants will be assigned to groups with their closest peers and family challenges will be discussed by business owners, wealth owners and office executives.

Regulatory Changes and Their Impact on Long-Term Planning for the Family and the Family Office
Christopher E. Steckel, Tax Partner, KPMG
Ashley Crossley, Partner, Baker & McKenzie LLP

Leading tax and legal advisors will provide a global perspective on pending changes in regulation in many countries. The panel will identify strategies for consideration based on alternative scenarios that may occur across jurisdictions, and the impact this has on planning for the financial family and the private family enterprise.

Breakout Groups

Leadership Succession in the Family Enterprise
Penny Webb, Founder, Familias and Company
This session will discuss strategies for managing the interface between the family and the family business.  The speaker will identify guidelines for setting clear boundaries between the two, protecting family assets while preserving family unity. 

Best Practices in Small Family Offices
Kripa Sethuraman, Managing Partner, Family Office Exchange
We will take a look at the services, costs and operations of small family offices (less than 7 staff) via proprietary data from Family Office Benchmarking and FOX member surveys, including insights about common challenges and real-life solutions that have been used with success. Participants will receive copies of the recently published study.

Educating and Engaging the Younger Generation
Sara Hamilton, CEO, Family Office Exchange
Edouard Thijssen, Co-Founder, Younited S.A.
Members of the next generation face unique challenges and we will take a look at leading practices for engaging future owners and for developing a sense of entrepreneurship, responsibility and cohesiveness across family groups.  We will continue the discussion on structuring an appropriate risk-taking culture in the family.

Impact of Regulatory Reform on Multi-jurisdictional Families
Christopher Steckel, KPMG Tax Partner
Ashley Crossley, Partner, Baker & McKenzie LLP
This session will give participants an opportunity to exchange ideas and ask specific questions of the KPMG team of advisors regarding proposed changes in tax legislation.   

Breakout Groups

Transitioning a Single Family Office to a Multi-Family Office
Charlie Grace, Senior Consultant, Family Office Exchange
Christian Stadermann, HQ Trust
This session will identify the opportunities and challenges involved in transitioning from a single family service to a multi-family office where other families are invited to use the services of the family office.  The story of one leading European family’s own journey through the process will be presented.

Strategic Philanthropy as a Part of Family Legacy
Etienne Eichenberger, Executive Director, wise
Yann Borgstedt, Group Pelichet
An expert philanthropic advisor will provide insights about recent efforts to develop meaningful programs that have measurable philanthropic impact. Examples of family groups who have used a strategic approach for identifying a sustainable philanthropic mission will be provided, demonstrating ways to foster an ongoing reward for both the philanthropic initiatives and the family members involved.

Leadership Succession in the Family Enterprise (see above)

Perspectives for the Future
Dr. Patrick Dixon, Coauthor of “SustainAgility”, Founder & Chairman, Global Change, LTD.

Underwritten by Edmond de Rothschild Private Equity Select LLP”

Dr Dixon is often described as Europe’s leading futurist. He will share views on current macro-economic and social trends, and how they can shape our perceptions of risk and opportunity for the future decade. A dynamic, provocative and entertaining speaker, Patrick helps organizations understand future trends, manage risk and seize opportunities. A successful entrepreneur and physician by training, he is the author of 12 books in 24 languages and was ranked as one of the world’s 20 most influential business thinkers by Thinkers 50.

Comments made about September, 2009 Conference

Yuelin T. Yang, IMC Corp Limited