Morning Symposium: The Evolution of Family Offices

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

Chris Johnson, Scott's Pond Capital

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

Wendy Craft, Fulcrum Equities (Moderator)

Brian DeLucia, Arrivato LLC

Mary Akkerman, Ballard Spahr

For more information, contact Peltz International, Inc. at 212.689.0180.