Presented by Eugene Lipitz, Luke Jernagan, Paul McKibbin
Most family offices have policies… somewhere. But few have procedures that are current, role-specific, and actually used. This hands-on workshop is designed to change that. In three hours, you will move from concept to action: leaving with frameworks, annotated templates, and a personal roadmap for building or meaningfully strengthening your office’s operational infrastructure.
This is not a panel discussion or a survey of theory. Every element of the session, including pre-work assigned in advance, is designed so that your time in the room is applied, not introductory. If you arrive with your context prepared, you can expect to leave with materials you can put to work the following week.
This session is pending approval for CLE through the Colorado Supreme Court Office of Continuing Legal and Judicial Education.
This workshop is designed for professionals who are responsible for — or who advise on — the operational infrastructure of family offices and family enterprises, including:
Participants at all experience levels are welcome. Whether you are building from scratch or refining a mature system, the workshop is designed to meet you where you are.
Founder
PlenaryOps
Eugene Lipitz is the founder of PlenaryOps, a platform purpose-built around the operational infrastructure of single-family offices, and Past President of Commodore Management Co. a Single Family Office he led from 1999 to 2026. Over the past decade he has assembled what is among the more rigorous proprietary procedure libraries in the U.S. family office field, spanning governance, investment due diligence, estate and trust administration, diminished capacity planning, next-generation development, risk management, and operational controls. Through PlenaryOps, he is formalizing this body of work for licensing to family offices and AI-enabled family office software platforms. He serves on the Editorial Board of the International Family Offices Journal and holds degrees from Wesleyan University and Johns Hopkins University. His methodological commitment is to evidence-based procedure development: source-attributed, drawn from primary literature rather than vendor marketing, and field-tested before being declared best practice. Gene is a CPWA and GFS.
Managing Director and Family Learning
Matter Family Office
Luke Jernagan joined Matter Family Office in 2022 following fifteen years as a parish priest in the Episcopal Church — a background that informs his deep commitment to how families communicate, connect, and pass on what matters most. At Matter, he works with multigenerational families to strengthen relationships, navigate transitions, and build cultures of intentional stewardship. He holds master’s degrees in divinity and sacred theology from the General Theological Seminary, a Certificate in Financial Psychology and Behavioral Finance from Creighton University, and dual certification in Family Business and Family Wealth Advising from the Family Firm Institute. He is a 21/64 Certified Advisor and board chair of the Cricket Island Foundation. His 2025 commentary on trust reveals was featured on the front page of The Wall Street Journal.
Partner, Family Office Group
Ernst & Young LLP
Paul McKibbin is a Partner in EY’s Family Office Group and one of the industry’s most recognized specialists in information architecture, operational risk, and technology infrastructure. He supports family offices on business and operational risk assessment, systems re-engineering, and the selection, design, and implementation of reporting and accounting infrastructures for some of the world’s most sophisticated offices. Prior to EY, Paul was a managing partner with Family Office Metrics, a globally recognized management consulting firm serving single-family offices. His published work includes Risk Management for Wealthy Families and extensive thought leadership on operating model transformation, governance, and the responsible integration of generative AI in family office operations. He is a graduate of the University of Pennsylvania.
BUILD
Build a practical foundation for operational excellence by distinguishing policies from procedures and identifying the highest-priority gaps in your office or client environment. Through guided exercises and real-world frameworks, you’ll move from concepts to concrete next steps.
APPLY
Apply proven templates, role-specific examples, and peer insights to create procedures that are current, actionable, and designed to be used. Leave with resources and a personalized roadmap you can begin implementing immediately.
FUTURE-PROOF
Explore how evolving technologies, including AI tools, are transforming procedure development, maintenance, and accountability. Gain a clearer understanding of how to build systems that support continuity, scalability, and long-term family office sustainability.
Not a member? Your registration includes the option to add an annual membership at a significantly discounted rate.
