Family Office List MasterClass Featuring Richard Wolkowitz- Strategy for Modernizing Family Offices скачать в хорошем качестве

Family Office List MasterClass Featuring Richard Wolkowitz- Strategy for Modernizing Family Offices

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: The conversation includes an open Q&A so attendees can engage directly with Danielle and Richard. What The Audience Learned: 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 Meet Rich Wolkowitz- Rich is Founder of Xylogenesis | Family Office Advisory and serves as a family advisor with 25+ years of first-hand, inner working experience of multiple family offices (of all types). Rich’s background is in law, business, independent board of director service, management, operations, financial services, and professional service firm leadership with a focus on serving multigenerational families and their full business and life continuum of needs. Rich began his legal career in The White House, and then joined an AM 100 law firm where he was an Equity Partner, Chair of the firm’s Hiring Committee, and practiced international and domestic M&A and business transactions, serving as outside general counsel and consigliere to public, PE/VC-backed, and family enterprises. Rich then joined his own family’s third-generation enterprise before managing two different single-family offices as non-family leader. Prior to founding Xylogenesis | Family Office Advisory, Rich managed a global family business consulting firm. He now consults for family offices, whether existing or in concept, supporting the family and their family office staff, and team of multidisciplinary trusted advisors. Rich graduated from the Georgetown University Law Center (LL.M, International Transactions and Comparative Law with distinction), Gonzaga University School of Law (JD, cum laude and Editor of The Law Review), and University of Illinois – Champaign-Urbana (BS, Agriculture Economics with honors) and resides in a suburb of St. Louis, Missouri.