Expert Sessions
Practitioners, on the problems that have no textbook.
Led by practitioners from outside Circle 26, succession across generations, coordination across jurisdictions, the conversations advisers avoid. Members are notified first; remaining seats open to non-members.
Coming up
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.
When Succession Stalls
Why families get stuck, and what their family office can do about it
The conversations advisers avoid, and what happens to a family office when succession stays undocumented.
The Office Behind the Office
What a Chief of Staff actually does for a Principal
The role that decides what reaches the Principal, what is handled without them and what can wait, and why it matters even more in a Lean Family Office.
Also worth your time
Workshops are led by the Circle 26 team and invited experts, on the frameworks behind the standard.