Hi There,
As we move into summer, this month’s newsletter brings together conversations and resources centered on one theme: building with intention.
From governance and difficult family conversations to strategic outreach, philanthropy, and member-led impact, the strongest relationships and structures are built through clarity, trust, and thoughtful engagement.
Below, you’ll find this month’s MasterClass, member spotlight, partner events, and recent workshop recording.
Join This Month’s MasterClass
Many Family Offices are built around structures, investments, staffing, and governance before the most important conversations ever take place.
Join us for a live MasterClass conversation exploring what families should clarify before building or evolving a Family Office.
Speaker:
🔸 Christina Wing — Founder, Wingspan Legacy Partners; Faculty, Harvard Business School
Christina works with founders and families at the intersection of governance, leadership, and intergenerational transition. She will share why purpose, expectations, values, and long-term vision often determine whether a Family Office structure truly works across generations.
This conversation will explore the “unspeakable” topics families often avoid, how mission and values influence decision-making, and practical ways to approach sensitive conversations with clarity and intention.
🗓 WHEN: Wednesday, June 24th
🕚 TIME: 1 pm – 2 pm EST
Save the Date: on Thursday, July 23, 1 pm –2 pm ET
Feature Opportunity
📍Jets & Capital | World Cup Edition
June 26 I Atlanta, GA I Register here
Produced by Jets & Capital Events
ne of the reasons we value our partnership with Jets & Capital is that their events go beyond networking. They bring together vetted allocators, Family Offices, founders, athletes, and operators in settings designed for real relationship-building.
The Atlanta gathering will welcome 500+ vetted attendees at Signature Aviation PDK for an evening of private aviation, exotic cars, philanthropy, and high-level conversations tied to the 2026 World Cup.
Jets & Capital has also partnered with Laureus Sport for Good USA, with event donations supporting programs that use sport to provide mentorship, education, leadership development, and opportunity for young people and communities around the world.
I’ll be attending and would love to connect in person, so please let me know if you’ll be there.
June Partner Picks
We know many of you value opportunities to connect in person. Here are a few events we’re supporting this month:
📍2026 London Summit
June 4-5 I London, UK I Register here
Produced by The REAL Mental Health Foundation
📍Women’s Leadership Summit on Wealth and Wellness
June 4 I New York City, NY I Register here
Produced by Opal Group
📍Private Wealth Management Summit
June 8-10 I Boston, MA I Register here
Produced by Marcus Evans
📍London 2026 Networking Dinner
June 16 I London, UK I Register here
Produced by PCD
📍Opal Group’s CTA Summit
June 16 I Chicago, IL I Register here
Produced by Opal Group
📍Wealth Without Borders
June 17 I London, UK I Register here
Produced by PCD
📍The ELITE Mindset Multiplier Retreat
June 18-21 I Dominican Republic I Register here
Produced by JABOY Productions
📍CPG Convergence Conference
June 25 I Los Angeles, CA I Register here
Produced by Mission Matters
These are just June’s picks. See the full slate on our Events Calendar. If there are other event producers you believe we should collaborate with, please let us know.
Member Spotlight
One of the most rewarding parts of Family Office Access is highlighting members who lead with purpose and are looking to build thoughtful relationships that create lasting value.
This month, we are honored to feature Antoine Lunsford, a financial professional with Transamerica and Executive Director of the Lunsford-Williams Foundation.
Antoine is someone who sees real needs in the world and responds with action. Through his foundation, he is serving women, children, human trafficking survivors, expecting parents, families in need, and communities throughout the Washington, D.C., and Baltimore area.
The Lunsford-Williams Foundation provides food for families, scholarships for students, hygiene packs for individuals experiencing homelessness, prenatal care packages for expecting parents, and self-care packages for human trafficking survivors.
What stood out in our conversation with Antoine was not only the scope of his work but the heart behind it. His faith, personal story, and sense of calling have shaped his desire to do what he can, where he can, for the people and communities that need support most.
Recently, Antoine earned his Impact Philanthropy Advisor designation, further deepening his commitment to helping connect capital, purpose, and people in more intentional ways.
“Family Offices are uniquely positioned to align capital with values through strategic philanthropy, long-term partnerships, and education. My hope in joining Family Office Access is to build relationships with families and members who care about thoughtful collaboration and meaningful impact.”
– Antoine Lunsford, Certified Financial Professional, Transamerica
Antoine’s goal is to build relationships with Family Offices and aligned partners who can help expand the reach of the Lunsford-Williams Foundation and support a larger, lasting impact.
If you would like to connect with Antoine or learn more about his work, simply reply to this email, and our team will be happy to facilitate an introduction.
Continuing the Conversation
Not everyone can join us live, so we wanted to share a few recent conversations and resources we think are worth your time.
🎥 Build a High-Impact, Scalable Outbound Marketing Engine to Family Offices
A practical workshop with Alan Chu on how to build a more thoughtful and scalable outbound strategy in a relationship-driven industry. This session explored layered messaging, trust-building, visibility, and how firms can create repeatable outreach systems that feel personal rather than transactional.
At Family Office Access, now a part of ISS Market Intelligence, we remain committed to helping you build meaningful relationships and stay close to the conversations shaping the Family Office ecosystem.
Thank you for being part of this community. If there is anything you need, or someone you would like to connect with, simply reply. We are always happy to help.
Warm regards,
Danielle Patterson
Executive Director of Family Office
