Celebrating its 20th anniversary, the flagship Family Office Forum explores all facets of family office management, including operations, governance, succession planning, investment structuring, and tax considerations. Attendees will discuss best practices for recruiting and retaining staff, determining which functions to handle in-house versus outsourcing, and navigating transitions. This forum offers a unique space to learn, exchange ideas, and form connections that will support family offices across generations. We’ll address common challenges and proactive solutions to thrive into 2026 and beyond.
