Family Office Association Miami Intergenerational Program Monday, January 28th 11am Registration 12pm Lunch 12:45pm Welcoming Remarks 1:00pm-1:20pm “New Frameworks, New Mindsets for Thriving in the 21st Century” with Jordan Luftig, Chief Learning and Purpose Officer, Twin Peaks Family and Bob Spoer, Chief Entrepreneur for People/Search, Ashoka 1:25pm-1:55pm “Regendering of wealth: What does it mean to be a woman in our times?” with Anna Margolis, Co-founder, Light Leadership and Alexis Neely, Founder and Personal Family Lawyer, Family Wealth Planning Institute interviewed by Sofia Yuri Sunaga, Founder, Hosting Futures 2:00pm-2:30pm “Trust and Communication: Navigating generational transitions in the context of trauma” with Jamie Forbes, CAP, Founder, Forbes Legacy Advisors interviewed by Pascale Terra Déau, Co-founder, Jupiter Productions 2:20pm-2:35pm BREAK 2:35pm-3:10pm “The strength of vulnerability and transparency: a multigenerational dialogue on power and money dynamics” with Gili Oren, Founder & Chairman, Oren Foundation and Aviv Oren facilitated by Paul Cooper, Visionary Co-founder, Light Leadership 3:15pm-3:30pm “Transform your brain: Transform your world” with Stephen Rudin MD, Founder & Principal Mentor, Peak Year, Founder & Principal Mentor,EFCNY 3:35pm-4:05pm “Purpose in Connection: How Redefining Wealth serves relationships, families and communities” with Rich Tafel, Director of Raffa Social Capital Advisors, Marcum LLP and Gray Keller, Writer and Philanthropist moderated by David Chang, Founding Co-Chair, NEXUS Purpose Lab 4:05pm-4:20pm BREAK 4:20pm-5:00pm “Collective Sensemaking Process: What does it mean to create a family legacy?” Speakers from previous sessions will be part of a group process to share a space of deeper inquiry. This process is based on the idea that solving a problem requires knowing the right questions to ask. Coherence follows from explicating all the most important questions that a group can raise about a certain problem or issue. The goal of interaction in this small group is to create new, more insightful questions. Participants learn to meet each other in a shared spirit of curiosity with Pascale Terra Déau, Anna Margolis, Alexis Neely, Jamie Forbes, Jordan Luftig and Gili Oren. Facilitated by Corey Cleland, Co-founder, Jupiter Productions 6:00pm Cocktail Reception at the East Hotel
This event is hosted in partnership between Family Office Association and Akerman LLP Angelo Robles | angelo@familyofficeassociation.com | Direct Line: (203) 570-2898