Briefings
17 Sep 2019
Lambs Club, 132 W 44th St, New York
Breakfast Briefing: Next gen planning: How the succession wave is set to shakeup family office investing
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Join us on September 17 at the Lambs Club, New york for our breakfast briefing: Next gen planning: How the succession wave is set to shakeup family office investing.

With reports projecting anywhere between $30 and $60 trillion dollars set to be handed off to the next generation over the next decade, family offices and advisers who work with high and ultra-high net worth clients need to focus on planning for this unprecedented succession. This wave of succession planning is also likely to have big implications for investment strategies employed by the family office and high-net worth advisory space. The breakfast will touch on topics including:

  • Setting out the scale of the generational shift in wealth ownership in the coming years
  • Discussing the challenges around setting up and executing a robust succession plan
  • What the wave of succession could mean in terms of investment strategy changes in the family office and high-net worth advisory space
  • Strategies for advisers to ensure a strong relationship with the next generation to retain and grow business, and/or take advantage of the disruption to win new business

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Agenda:

08:15 Registration and networking breakfast
08:55 Introductory welcome & Guide to entering the PAM Awards 2020 – Fund Intelligence Managing Editor Paul McMillan & PAM Awards judge April Rudin, Rudin Group 
09:05 Panel discussion – Next gen planning: How the succession wave is set to shakeup family office investing
09:45 Audience questions
10:00 Close

Confirmed panelists:

Scott Winget, Senior Managing Director, Head of Family Office Services, Cresset

Matthew Spradlin, Partner, Steward Partners

Bill Lyons, Senior Director, Abbot Downing Institute for Family Culture

More panelists to be confirmed.

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