Campden Wealth North American Family Dynamics, Enterprise & Office Forum 2024 | Campden Wealth | 13 March 2024 | TBA, TBA

We focus on family leadership and the themes at the core of a family’s generational success for this Forum, including governance, navigating complex family dynamics and empowering the next generation in order to ensure a smooth leadership transition. Leaders of hundred-year-old storied family enterprises share how they prioritize long-term growth and innovation and engage family members, sometimes balancing competing demands, in order to stay true to their family’s values and longterm vision. This Forum will include best practices for investment governance, tax and regulatory strategy, and key considerations when creating a family office as well as exiting a family operating business.

To qualify for our membership community, to gain access to our exclusive private meetings and for the right to purchase our research reports, you must be one of the following:
• Family member or principal
• Executive from a family or patrimonial business
• Executive from a family foundation
• Family-controlled investment offices or single and private multi-family offices (unaffiliated with any bank or financial services firm or corporation).