Events
Where the circle meets.
Two formats, one purpose: putting the people who run family offices in a room with someone who has done the work. Expert Sessions are led by practitioners from outside Circle 26. Workshops are led by the Circle 26 team or an invited expert, on the frameworks behind the standard.
Expert Sessions
Led by practitioners from outside Circle 26 on the problems that have no textbook, succession, coordination across jurisdictions, the conversations advisers avoid.
See Expert Sessions → Expert-led · LiveWorkshops
Working sessions led by the Circle 26 team and invited experts, unpacking a specific topic, sharing the framework behind it, and answering the questions you can't ask anywhere else.
See Workshops →Coming up
Next sessions
The Human Side of Wealth
More Than Money: Navigating the People Behind Complex Wealth
Structures and assets are the easy part. This session shifts the focus to the relationships inside a family office, and the competing priorities nobody has written down.
Succession planning and where advisers get stuck
The conversations advisers avoid, and what happens to a family office when succession stays undocumented.
Working with the next generation
Especially in multi-generational advisory firms
How families and their advisers bring the next generation into decisions before they inherit them.
Sessions come with membership.
Members are notified first. Individual sessions are often open to non-members too, see each one for details.