Somehow it’s July already.
The first half of the year has brought a lot of change across the Family Office landscape. Conversations that once centered primarily on investments are increasingly expanding to include governance, succession, trust, and long-term relationship-building.
Over the past few weeks, I’ve had the opportunity to speak with families, founders, advisors, and institutional partners at events, interviews, and member meetings. Although each conversation was different, many returned to the same questions: How do we prepare the next generation? Who can we trust? How do we build relationships that create value over time?
This month’s newsletter brings together a few of those conversations, along with upcoming opportunities to continue learning together.
Featured Insights
This month we’re highlighting two recent ISS Market Intelligence articles that expand on conversations shaping today’s Family Office landscape.
Building a Family Office with Purpose Starts with Stronger Conversations
Many Family Offices begin by building structure before defining purpose. In this recap of our conversation with Christina Wing, we explore why the strongest Family Offices start with clearer conversations around purpose, governance, stewardship, and the next generation.
(Includes the full MasterClass recording.)
From the NYSE: 3 Key Insights Shaping the Future of the Family Office Landscape
Following my interview with Asset TV at the New York Stock Exchange, I share three trends reshaping the Family Office landscape—from greater transparency and professionalization to the Great Wealth Transfer and the growing influence of women in wealth.
(Includes the full MasterClass recording.)
Join This Month’s Member Event
The biggest networking mistake at Family Office conferences happens before the event even begins.
Most people arrive without a strategy. They approach the wrong people, pitch too early, and leave with plenty of business cards—but very few meaningful relationships.
Join us on July 23 as AdaPia d’Errico and Melanie Legamaro share a practical framework for approaching Family Office events with greater intention and building relationships that continue long after the conference ends.
Featuring:
🔸 AdaPia d’Errico, Capital Formation Strategist, Strategic Capital Systems Advisory Group
🔸 Melanie Legamaro, Branding & Sales Consultant, Affiliate Aviator, LLC
Learn how to:
- Prepare before attending
- Identify who is actually in the room
- Avoid credibility-killing mistakes
- Build trust before making an ask
- Turn introductions into lasting relationships
🗓 WHEN: Thursday, July 23rd
🕚 TIME: 1 pm – 2 pm EST
Whether you’re raising capital, serving Family Offices, or expanding your network, I think you’ll come away with practical ideas you can apply right away.
Featured Event
ELITE Private Wealth Summit | July 9-10 | San Fransisco
Members often ask me which conferences are worth attending.
My answer rarely changes. The value comes less from the conference itself and more from how intentionally you prepare for it.
JABOY Productions’ ELITE Private Wealth Summit brings together Family Offices, independent RIAs, investors, founders, and industry leaders for two days of meaningful conversations around wealth, investing, innovation, and leadership.
Featured speakers include Sheila B. Driscoll (Driscoll’s Family Office), Nicole Buffett, Alison Kosik, Ben Narasin, Brian Mac Mahon, Melinda Janko, and many more.
Before you arrive, invest an hour researching who you’d like to meet, preparing thoughtful questions, and deciding how you’ll follow up. The strongest relationships usually begin with genuine curiosity.
By invitation only. Space is limited.
Learn more and request an invitation.
On Our Calendar
If you’re looking for another opportunity to connect with leaders across the Family Office ecosystem, consider:
📍Family Office & Private Wealth Management Forum
July 27 – 29 I Newport, RI I Register here
Produced by Opal Group
One of the industry’s premier gatherings, bringing together Family Offices, private investors, investment managers, and advisors for three days of education, networking, and thoughtful discussion.
Explore our full Events Calendar for additional opportunities throughout the year.
Member Spotlight
One of my favorite parts of this community is highlighting members who are doing thoughtful work across the Family Office ecosystem.
This month, we are featuring Brendan Fenno of The Monolith Group.
Brendan works with Family Office principals and their advisors to raise structured liquidity for wealth transfer and legacy objectives from the bond market – without requiring families to disrupt existing investments or cash flow.
What makes his perspective especially valuable is that it is both lived and professional. As a third-generation member of a hospitality and real estate family, Brendan has experienced firsthand the dynamics families navigate around succession, governance, and legacy. Today, he applies that lens in his work, helping other families secure capital aligned with those same objectives.
“Our greatest responsibility is to be good ancestors. I’m focused on helping families think more institutionally about their estates – teaching them how liquidity can be raised and positioned to support generational intent without disrupting what is already working.”
Brendan welcomes thoughtful conversations with families and advisors navigating complex estate, liquidity, and generational planning decisions.
Thank you for being part of this community.
I appreciate the conversations, introductions, and ideas so many of you share throughout the year. They continue to shape the way we think about our programming, research, and the resources we create for members.
I hope to see many of you over the summer, and as always, I’d love to hear what you’re seeing across the Family Office landscape.
Warm regards,
Danielle Patterson
Executive Director of Family Office
