Family Office NextGen Editionagenda

Modernising family constitutions, voting rights, and investment committees for a digital generation.

Because WhatsApp polls are not a governance framework.

A forward-looking discussion on how governance structures must evolve as next-gen takes a more active role in capital allocation. From updating family constitutions to redesigning voting frameworks and formalising investment committees, this panel explores how to modernise decision-making without destabilising legacy structures — or family dinners.

Public markets, private markets, and direct investing.

Same capital. Different risk tolerance. Slightly fewer bonds.

A structural look at how next-gen investors are reshaping portfolio construction across both public and private markets. From concentrated equity exposure and thematic allocations to direct deals and private credit, this session explores how liquidity, control, volatility tolerance, and time horizon are redefining modern family portfolios.

AI, real-time reporting, cybersecurity, and digital infrastructure strategy.

Because Excel is loyal, but it has limits.

Family offices are becoming operating platforms, not just capital pools. This session explores AI-driven reporting, integrated dashboards, cyber resilience, digital workflow architecture, and how technology enhances governance, transparency, and performance oversight — without accidentally creating three new logins no one remembers.

Should next-gen build internal deal teams or rely on external managers?

Control is comforting. So is outsourcing blame.

As allocations grow more sophisticated, families face a strategic choice: build internal investment teams or continue outsourcing to managers. This panel examines cost, control, alignment, governance risk, and the long-term institutional implications of each model.

Yield, leverage, global exposure — and that one building everyone argues about.

A focused conversation on whether property remains the backbone of family portfolios or if diversification is finally gaining momentum. Covering direct ownership vs funds, regional bias, financing structures, and how real estate fits within a modern multi-asset strategy — without assuming “prime” automatically means “bulletproof.”

Speculation fades. Infrastructure remains. (Mostly.)

A clear-eyed conversation on digital assets, tokenisation, custody structures, regulation, and blockchain infrastructure. Separating durable allocation themes from speculative noise — and defining what actually belongs in a disciplined family portfolio.

Impact that survives beyond the annual report.

Beyond marketing language and ESG slides, this session examines how families embed purpose into capital deployment — aligning investment strategy with long-term legacy, governance philosophy, and intergenerational values.

When next-gen deploys family capital into new ventures — alignment and governance challenges.

“It’s not a side project. It’s a vision.”

A discussion on the rising trend of next-gen launching independent ventures backed by family capital. Covering governance guardrails, minority protections, performance expectations, and preserving family harmony when entrepreneurship meets legacy capital.

Club ownership, content platforms, creator economies, IP monetisation, and strategic cultural capital.

Where passion meets spreadsheets.

From football clubs to streaming platforms and digital creators, this panel explores how families are allocating capital into influence-driven industries. Examining valuation dynamics, governance complexity, reputational risk, and long-term monetisation strategy — because fandom does not replace due diligence.

Biotech, preventative health, AI-driven drug discovery, and life-extension science.

Living longer. Allocating smarter. Hopefully both.

Health is moving from personal priority to portfolio allocation. This conversation explores how families are approaching biotech, preventative healthcare, and breakthrough medical innovation as both investment opportunity and generational strategy.

Renewables, transition energy, carbon markets, and climate tech.

Returns with a thermostat attached.

A pragmatic look at climate exposure across portfolios — balancing impact, return, regulation, and the reality that transition is rarely linear (or cheap).

Moving from wealth preservation to institutional permanence.

Because “shirtsleeves to shirtsleeves” is not a strategy.

What separates enduring dynasties from temporary success? This closing session explores succession architecture, governance continuity, leadership transition, institutional memory, and how to design structures built to last beyond any single generation — and survive internal group chats.

How next-gen earns real decision authority, reshapes allocation strategy, and balances respect for legacy with a desire to do things differently. Because “we’ve always done it this way” is not technically an investment thesis.

A candid discussion on moving from symbolic involvement to structural authority — without triggering unnecessary governance earthquakes at Sunday lunch.

In a world of LinkedIn thought leadership and co-invest WhatsApp groups, how public should next-gen really be? Influence can open doors — it can also invite scrutiny.

Outdated reporting, duplicated advisors, excessive conservatism, three custodians no one understands — and that spreadsheet everyone is afraid to touch.

Would next-gen construct the same portfolio from scratch? A discussion on high-conviction bets, thematic investing, venture exposure — and how much volatility is acceptable before the group chat lights up.

Navigating climate, sustainability, and social impact with genuine conviction, while still delivering returns that don’t require a footnote.

Alignment structures, governance guardrails, and how to ensure “this is different” doesn’t become the opening line of every pitch.

A reflective (and possibly uncomfortable) conversation about what wealth is for — and whether the portfolio reflects ambition, identity, or simply caution.