Morning Symposium: Challenges Facing Family Offices – February 26

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? What are the implications?
      • Innovative family office structures
      • Recession proofing
      • Generational hand-off

Steve Kahn, Talpion Family Office

Heath Weisberg, CAM Capital

Matthew Eisenberg, Finn Dixon Herling

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

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

Amy Arndt, Ballard Spahr

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

      • globalization and its implications
      • geopolitical risks

Wendy Craft, Fulcrum Equities(Moderator)

Brian DeLucia, Arrivato LLC

Chris Johnson, Scott’s Pond Capital

Mary Akkerman, Ballard Spahr

 

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