Family Office Summit

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Is the Cloud Finally Lifting? Practical Planning for and Administration of Our Clients’ Digital Assets

This presentation explained how to identify a client’s key digital assets; described how tech companies are coming up with their own private solutions to these issues; reviewed the evolution of contact, cyber-security, and probate law and legislative and lobbying history that led to the widespread adoption of the Revised Uniform Fiduciary Access to Digital Assets Act (“RUFADAA”) across America in 2016 and 2017; and provided practical insight as to how to plan for and administer these assets.

By | August 8th, 2017|Family Business Forum, Family Office Summit, Technical Corner|

How Do We Get Everybody on The Same Page?

Legacy families are complex, with various needs and stakeholders to satisfy, both now and over future generations.  Advisors serving these families often see only part of the picture, and what they see is rarely clear, even to the family.  How can we get everybody in the family on the same page, to then share that with their advisors? We have an open-source tool to share with PPI members, to improve and be used by all.  Our Family Continuity BluePrint is a tool that advisors use with families, helping clarify where they are now, and where they want to go.  

The Deliberately Developmental Family

There has been a turning point in organizational leadership in the last 20 years. Increasingly complex, global and competitive companies discovered that the old paradigm of top-down leadership was not effective in this new dynamic environment. The new language of business began emphasizing collaboration, communication, and authenticity and creating environments where people could flourish and drive results. In this webinar, Courtney discusses his process and thinking about how to apply these same principles to families. Exploring together what we can learn from the field of organizational leadership to create a new paradigm for the families we serve.

By | April 4th, 2017|Family Office Summit|