TOPIC

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1. From Succession to Strategic Continuity: It's Not Just Transferring Wealth, It's Transferring Vision

• Difference Between Inheritance and Legacy Continuity

• Structured vs. Improvised Succession Plans

• Timing: When and How to Start the Transition

• Cases Where Lack of Planning Destroys Value

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2. Preparing the Next Generation: Developing Responsible and Capable Heirs

• Financial Education and Early Exposure to Investments

• Mentoring Role and Operational Experience

• Balancing Meritocracy and Family Affiliation

• How to Engage the New Generation Without Imposing

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3. New Priorities, New Portfolios: The Generational Shift in Mindset

• Growing Interest in Technology, Venture Capital, and Sustainability

• Impact Investing and ESG Criteria

• Differences in Risk Tolerance and Investment Horizon

• Evolution of the Family Office Towards More Dynamic Structures

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4. Family Governance in Times of Transition: Avoiding Conflicts, Aligning Visions

• Family Protocols and Clear Rules

• Managing Expectations Across Generations

• Shared vs. Individual Decision-Making Centralized Control

• Tools for Preventing and Resolving Conflicts

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5. Identity, Purpose, and Living Legacy: “Beyond Capital: What Family Represents”

• Defining a Long-Term Family Purpose

• Strategic Philanthropy and Impact Building

• Preserving Values ​​in Changing Contexts

• Maintaining Family Cohesion in Global Structures