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 advisors avoid. Members are notified first; remaining seats open to non-members.
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 advisors get stuck
The conversations advisors 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 advisors bring the next generation into decisions before they inherit them.
Also worth your time
Workshops are led by the Circle 26 team and invited experts, on the frameworks behind the standard.