Highlights From the 2nd Day at the Global Family Office Summit

Omni Nano attended the Global Family Office Summit at the Monterey Plaza Hotel in Monterey, CA. Today’s topics focused more on preserving the family unity and values through many generations, rather than financial investments.

The keynote speaker, Dennis Jaffe, discussed how to keep a family united as the new generations transition from their original enterprise into different businesses as well as into philanthropy.

The founder of Strategic Philanthropy, Susan Winer, talked about the significance of the historic inter-generational wealth transfer, which will be in the $30 trillion range over the next 30 years.

Trish Botoff, founder of Botoff Consulting, discussed current trends in compensations and best practices for family offices.

Dr. Jamie Weiner and Dr. Carolyn Friend, founders of Inheriting Wisdom, discussed how to preserve and nurture century-old family values.

This event was produced by Richard Gayton of LakeSide Virtual Family Office. Our mentor and friend Kathleen Tepley of Los Angeles Consulting Group (LACG) helped coordinating the event.