Description
8:30-9:30 What Family Offices Will Look Like in 2025
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- Defining the term “family office” – What does it include? What are the implications?
- Innovative family office structures
- Recession proofing
- Generational hand-off
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Steve Kahn, Talpion Family Office
Heath Weisberg, CAM Capital
Matthew Eisenberg, Finn Dixon Herling
9:30-10:30 How Technology Impacts Family Offices
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- digitization
- cybersecurity
- remote participation, data storage etc
- portfolio and reporting developments
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Amy Arndt, Ballard Spahr
10:30-11:30 International Trends Affecting Family Offices
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- globalization and its implications
- geopolitical risks
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Wendy Craft, Fulcrum Equities(Moderator)
Brian DeLucia, Arrivato LLC
Chris Johnson, Scott’s Pond Capital
Mary Akkerman, Ballard Spahr