All topics

Campden Wealth will host its flagship 16th North American Family Office Meeting virtually on March 9-11, 2021.

Some of the themes explored at the last meeting included:

  • Family and organizational culture
  • Next-generation education for successful succession and transition
  • Relationship management for non-family execs
  • Strategic planning for families (and creating the challenging 5-year plan)
  • Communication from inside to out of the family office
  • Best practices to set up, or maximize efficiencies, in a family office