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WOMEN'S FAMILY OFFICE RETREAT

MIDDLEBURG, VA
JULY 29-31, 2024

about

The Inaugural Women’s Family Office Retreat brings together 50 women in the family office community for a 2-day retreat in Middleburg, Virginia. A thoughtful mix of family office principals, family members and multi-generational family business leaders will unite for educational content, connection and memorable activities. 

We are now accepting applications for our 2024 Women’s Family Office Retreat!

agenda

  • All Days
  • Mon Jul 29
  • Tue Jul 30
  • Wed Jul 31
Mon Jul 29
3:00 pm
3:00 pm - 5:00 pm
Setting Goals for the Program

The Retreat kicks off with our ice-breaker called Knockout Networking.

3:30 pm
3:30 pm - 5:00 pm
How to Give Women a Bigger Voice in Managing Family Wealth

What are the secrets to engaging next-gen family members, and especially more women?

4:15 pm
4:15 pm - 5:00 pm
Family Office Leader Panel

The Retreat kicks off with a prominent panel of family office leaders sharing the challenges and secrets of leading successfully in a family office environment.

5:00 pm
5:00 pm - 7:00 pm
Welcome Reception
Tue Jul 30
7:00 am
7:00 am - 8:00 am
Morning Wellness

Get those endorphins going! Join fellow attendees for our Morning Wellness session.

8:00 am
8:00 am - 9:00 am
Opening Coffee
9:00 am
9:00 am - 9:45 am
Navigating Family Interests

What are the secrets and guide to navigating a Family Office from a human standpoint, taking into account the interests, attitudes, values, goals and practices of the family and each member.  How does one uncover and adjust to family dynamics?  What techniques are most successful in resolving conflicts?  What are the secrets to engaging next-gen family members, and especially more women?

 

10:30 am
10:30 am - 11:00 am
Coffee Break
11:00 am
11:00 am - 12:00 pm
Investing with Impact

Impact investing was in many ways pioneered by the Family Office community. Impact investing, as an alternative to philanthropy, is about making investments with the intention of generating a positive social and environmental impact alongside financial returns. How are families approaching impact investing today? What are the goals of their impact investing? Where do you start, in terms of sourcing deals and funds, or measuring impact?

12:00 pm
12:00 pm - 1:00 pm
Networking Lunch
1:00 pm
1:00 pm - 3:00 pm
Afternoon Activities

Details coming soon!

 

4:00 pm
4:00 pm - 5:30 pm
Legal and Tax

Attendees have the opportunity to ask our panel of tax and legal experts about their most critical tax struggles.

5:00 pm
5:00 pm - 6:00 pm
How to Invest in Art

In this Q&A session with Masha Golovina, the EVP of Acquisitions at Masterworks, we’ll explore investing in art.

7:00 pm
7:00 pm - 8:30 pm
Dinner, Sunsets & Storytelling

Details coming soon!

 

Wed Jul 31
7:00 am
7:00 am - 8:00 am
Morning Yoga

Details coming soon!

 

8:00 am
8:00 am - 9:00 am
Opening Coffee
9:00 am
9:00 am - 9:45 am
Private Equity 101

What is it? How does it work? Provide an example or easy-to-understand Case Study?  What’s the difference between Venture and Private Equity?  Why should family offices consider investing in Private Equity? Should they go direct, funds or fund of funds?  Where can family members go to learn more, and educate themselves to be more active during board meetings or due diligence?  What red flags and pitfalls suggest your managers need further scrutiny?

9:45 am
9:45 am - 10:30 am
Real Estate 101

Details coming soon!

 

10:30 am
10:30 am - 11:30 am
Send-Off

what to expect

TWO DAYS TO ADVANCE YOURSELF

CONNECT WITH PEERS

Build stronger relationships with your peers in the family office community, ranging from investment professionals to all generations of family members.

LEARN FROM LEADERS

Hear from speakers including Chief Investment Officers, C-Suite leaders of multi-generational businesses and experienced Advisors.

GROW YOUR FINANCIAL LITERACY

The program is designed for all levels, with topics ranging from Asset Management 101 to Building a Family Office to Succession Planning.

BE MORE PREPARED

Participate confidently in board and investor meetings, knowing that you have a network of family office peers as a valuable resource long after the event concludes.

THE VENUE

Just about 30 minutes from Washington, D.C. and Dulles Airport, the Salamander Resort invites you into their luxury destination. With rolling hills, lush landscapes and equestrian charm, this getaway has equal parts hospitality and secluded escape.

TAKE THE PODIUM

Looking to advance yourself through a speaking opportunity? The agenda is under curation and our programming team is looking for speakers to take the podium.

confirmed speakers

2024 line up

View more

who should attend

FAMILY OFFICE PRINCIPALS

Professional staff members at family offices, including: Chief Investment Officers, Investment Teams, COOs, CFOs and General Counsels.

SINGLE FAMILY OFFICE MEMBER

Single family office members, including G1, G2, G3 and beyond. We encourage family members of all ages to attend.

MULTI-GENERATIONAL FAMILY BUSINESSES

Multi-generational business leaders and high new worth individuals considering a family office structure.

SELECT ADVISORS (BY INVITATION ONLY)

Select experts that work with family offices on investment, legal and governance.

apply to attend


All tickets to the Inaugural Women’s Family Office Retreat include:
All-access event pass, welcome reception, all meals, signature Wind-Down Walk networking activity, 6+ hours of educational content, workshops and networking.

FAMILY OFFICES

$1,499

Family Office tickets are available for:

– Family Office Principals
– Single Family Office Members (G1, G2, G3 and beyond)
– Multi-Generational Family Businesses
– Multi-Family Offices

Please see Who Should Attend section above for additional details.

ADVISORS

$4,999

A limited number of advisor tickets will be available to:

– Select experts who work with family offices on investment, legal and governance
– Examples include attorneys, accountants, asset managers, wealth managers, consultants and private equity firms