JUNE 3-5, 2025 | The Swissotel Chicago
THE ONLY CONFERENCE FOCUSED EXCLUSIVELY ON ALIGNING THE FAMILY OFFICE WITH THE FAMILY IT SERVES.
"The content and connections were invaluable. Each of the speakers brought a different perspective and each provided me with actionable ideas to bring back to the team."
— ALIGN 2024 attendee
What can make or break a family office? Family dynamics and engagement, family office operations, recruitment and retention, the family office’s role in NextGen education, family engagement and more. ALIGN brings together family office leaders and family members to share strategies and best practices to ensure the effectiveness of the family office now and for future generations.
Session Highlights:
- The Family Enterprise Mindset
- Defining Your Scope of Services
- Outsource or In-House? Why Not Both?
- The Family Office's Role in NextGen Education
- Finding the Right Fit: Recruitment and Retention
- Succession Planning for the Family Office
- How the Family Office Can Facilitate Communication and Engagement
WHO SHOULD ATTEND
- Family office executives
- Family business owners/shareholders who have an embedded family office, single-family office, or participate in a multi-family office
- Family trust or family foundation executives
- Family businesses that are interested in learning more about family offices
Why ALIGN?
Speakers from family offices: Our focus is on speakers from family offices and family enterprises, who share real-world challenges and practical solutions.
Intimate, open environment: Limited attendance, and a private "safe harbor" environment in which to openly share challenges and opportunities with other families and family offices.
Collaborative discussions: Opportunities to work through family office issues via guided discussions.
No-sell environment: Conference sponsors understand and commit to participating as thought leaders and experts, and are restricted from actively selling their products and services.
Peer groups: Attendees get the opportunity to engage in small working groups with an industry expert facilitating the session.
Networking with other family offices: Hosted networking, opening reception, pre-assigned seating and workshops are all designed to allow you to meet as many family office and family enterprise attendees as possible.
Family focus: Brought to you by family-owned Family Business Magazine. We use family-owned or family-controlled hotels, transportation services, restaurants and service providers whenever possible. We believe in, and invest in, America's family businesses.
Interested in sponsorship opportunities? Contact David Shaw
OUR SPONSORS
