With our knowledge and understanding of family business, we appreciate that families need to tap into multiple sources of knowledge. This why we have compiled for your quick reference a list of family business and family office events across the world.
This list is by no means exhaustive, so if you wish to feature your event on this list, please do contact us at [email protected].
Also, let us know which events you will be attending. We hope to see you there.
2017 Event Directory
28th February 2017
2nd New York Family Office Fintech Summit 2017
ClearView Family Wealth Report
01st March 2017
Family Office Winter Forum 2017
03rd March 2017
Family Office Shanghai
Financial Times Conferences
05th March 2017
Governing Family Enterprises
Kellogg School of Management
Here is a list of our many partner events for 2017. They are parties we know, have worked with, and who we trust to be knowledgeable about family business. Please contact us should you like to know more or if you would like advice on which events to attend. Feel free to email us at [email protected].
From time to time, our team of experts and knowledgeable partners will share their expertise through a webinar or other public forum or event, hosted by us. We also host private events, for our own community and clients. These events will not be shared here. If you would like to know more about a specific event or be notified when we host our next one, please reach out and we will add your name to our email list. To be added to our mailing list, please write to us at [email protected].
Sophisticated families reserve a special place for technology in their family management “toolbox”. They recognize ahead of time that adopting technology is both a necessity and an opportunity. A necessity because in a growing world of dispersed generations, with new and complex family structures and the rise of corporate governance, information technology is key. Today, business families need to accommodate technology as a trend that will positively impact the next generation. It is also an opportunity, as families who communicate digitally are not only building a family repository but also creating a digital legacy, which captures the essence of what needs to be transferred to future generations.
"Business families must embrace technology to impact the next generation."
The basis for any communication, among the young and old, is trust. In the online world, trust translates into security and confidentiality for data and user. That is why it is important to create this environment in a digital world and build platforms that offer secure private spaces, where families feel safe and encouraged to share confidential information. While working with business families, understanding the particularities of their trust-building mechanisms and taking it all online requires a purpose-built platform that goes beyond the functionalities of popular, free online tools. Which is why we have created a custom-made technology offering for business families and family offices, all built in-house.
Technology, however, is just a commodity. At Trusted Family, we realize that in order to unlock the true potential of technology, it needs to be embedded into daily operations and into the dynamics of the family. As driving change and mobilizing stakeholders is what business is all about, our technology is designed to help identify, measure and track progress of the family against the objectives and success criteria they have set for themselves. This in turn leads to an understanding of how cohesion is created and how this results in value creation for the family.
You can download some of our Whitepapers here:
To learn more about our technology, click below.
There is growing, supportive evidence for what many long-standing families have known for generations. It is that business families who consciously choose to stay united over time, create more value. Although efforts and investments might be substantial, the ROI on family cohesion has proven to be systematically positive. But while financial wealth is the ultimate measure of value creation for many, its source is essentially non-financial in nature. Wealth creation almost always starts with entrepreneurship, and eventually shapes the family’s competitive advantages, such as its relationships and network, knowledge and reputation. It is these non-financial assets that hold the real value; and the goodwill that holds their legacy and forms the basis for a family’s further development.
"Keeping together is progress. Working together is success.” – Henry Ford
To accomplish this goal, families need to be concerned about how they manage internal cohesion. Cohesion, by definition, is the tendency of a group to be in unity and allow its members, individually and collectively, to appreciate the value of what they share. The fundamentals of a well-functioning group are that they work together towards a shared goal and satisfy the emotional needs of its members. This sense of meaning and belonging, comes with an important prerequisite, however, and this is trust. Unless the key members of the family believe in the reliability, truth, abilities and strength of the family, cohesion will be difficult to achieve.
Through the first-hand experience of growing up in business owning families and serving many others, we have built a deep understanding of family dynamics and needs. We help families create a family community, which is safe and protective. One where families hold positive expectations towards the rest of their family and their future. Trusted Family engages with families who seek to go beyond merely staying together. We make it our mission to advise them and help them put in place cohesion building mechanisms with information technology at the core.
Download some of our Whitepapers here:
Find out how you compare to other families, take our Family Cohesion Survey today with instant results
To learn more about our family business expertise, click below.
What some of our clients say about Trusted Family and what we have accomplished together.
“Whilst only a small family of 14 users, we are scattered between London, Pisa, Toronto, Sydney and Perth and have been using the Trusted Family Portal for 6 months now. We use it to house our Family Foundation minutes and financials knowing, that are being kept securely, and to keep in touch with one another with regular updates, e.g. photos etc., which we would not otherwise do. We are still learning more ways to benefit from the portal but it has been a great learning curve and very well supported.” 3rd Generation Member, Craig Mostyn Group
"We are very happy with Trusted Family. The platform has been virtually glitch free for the more than two years our family has been on it. The family had looked at a portal solution for many years, but when Trusted Family hit our radar screen, we signed up and launched within four months, and on the very rare occasion I encounter a problem, the Trusted Family team has responded immediately with a good solution.” Tim King, Chief Administrative Officer, Miramar Services, Inc.
"My family has been using Trusted Family since 2011 to maintain our cohesion and our proximity to the family business. It has been a game changer and a great foundation and the enabler for many family initiatives. It is clearly the best in breed of what is available on the market both in terms of functionality but also importantly in security” Quoted anonymously, by a Board Member of a Top 5 FMCG company, 5th generation family member.
"Trusted Family has served our family very well as a library for our family documents, as a platform for various family and ownership groups to organize meetings and share ideas, and we are just now scratching the surface on increasing spontaneous sharing with one another. I love Trusted Family - and the customer support has been wonderful throughout our 5 years of membership!" Trusted Family Project Leader and Family Leader.
"As a Single Family Office we have the challenge of working with a multi generational family (More than 1,000 people) across geographies. Using the Trusted Family technology solution has allowed us to better share family spirit, news and information to different groups. This has meant we are better able to support and encourage engagement and family cohesion." President of Mage-Invest (Michelin Family Holding) 4th generation family member.
"With our family spread over six countries Trusted Family is an exciting platform to share news and exchange ideas with our family. An excellent tool for our next generation and elders alike, its great to be preserving our legacy and history as well as communicating in twenty first century fashion." Project Leader and 5th generation family member.
To learn more about how we have been of value to our business family clients, and to gain some insight into what we can do for your family, please view our client case studies.
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Based in Clermont-Ferrand, France, the Michelin family is heir to one of the largest tyre manufacturers in the world. With over 400 relatives holding an interest in the business, the family decided to set up their own website. Read hear about the challenges they faced, and how Trusted Family helped them towards a better communications platform.
Read more about this here:
Watch the video here: