Join Danielle Patterson, CEO of Family Office List, for an exclusive MasterClass featuring Richard Wolkowitz, Founder of Xylogenesis | Family Office Advisory. With over 25 years of firsthand experience inside multiple Family Offices, Richard offers a rare inside-out perspective on what makes Family Offices successful—and how they can adapt to today’s challenges while staying true to their core values.
In this live, interactive session, Danielle and Richard will explore how modern Family Offices are:
✔ Navigating generational transitions
✔ Building effective governance structures that work beyond paper
✔ Investing in human capital as much as financial capital
✔ Balancing privacy with public presence
✔ Preparing for the future of family wealth management
Whether you're a Family Office principal, executive, trusted advisor, or service provider—or simply looking to better understand the Family Office space—this session will offer valuable, real-world insights.
- Live Q&A: Bring your questions! The conversation will include an open Q&A so attendees can engage directly with Danielle and Richard.
What You’ll Learn:
- Practical strategies for modernizing your Family Office while preserving core values
- How to strengthen leadership and governance across generations
- Trends shaping the future of Family Offices and the role of trusted advisors
Reserve your spot now and join us for this insightful MasterClass on April 23, from 1-2 pm ET!
April 23rd, 2025
ZOOM, 1- 2 pm ET