Symposium: The Evolution of Family Offices

Complimentary for family offices the pre-register by calling 212 689 0180 or emailing general@peltzinternational.com

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Description

8:30-9:30        What Family Offices Will Look Like in 2025

      • defining the term “family office” – What does it include?
      • innovative family office structures
      • changing landscape of taxes
      • recession proofing
      • generational hand-off

Steve Kahn, Talpion Family Office

Others to be announced

9:30-10:30      How Technology Impacts Family Offices

      • digitization
      • cybersecurity
      • remote participation, data storage etc
      • portfolio and reporting developments

Amy Arndt, Ballard Spahr

Others to be announced

10:30-11:30 International Trends Affecting Family Offices

      • globalization and its implications
      • geopolitical risks

Mary Akkerman, Ballard Spahr

Others to be announced

Speakers (Click for More Info):