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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 bespoke content, organic connections and memorable experiences. 

Applications are now being accepted for the 2024 Women’s Family Office Retreat!

what to expect

AN EVENT LIKE NO OTHER

CONNECT OVER EXPERIENCES

Build your community of women in family offices through shared experiences such as pickleball, themed cooking courses and Kayo’s signature Knockout Networking. 

LEARN FROM LEADERS

Get an inside look from market experts and leading family offices into investment strategies such as private equity, impact investing, fine art, real estate, energy and more.

BUILD YOUR SKILLSET

Navigate the challenges of family office histories, investment parameters and prepare for difficult conversations through the bespoke agenda.

FOR WOMEN, BY WOMEN

The Retreat combines Kayo’s expertise in investing forums and the Advisory Board’s experience as family office professionals.

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 net worth individuals considering a family office structure.

SELECT ADVISORS (BY INVITATION ONLY)

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

confirmed speakers

2024 line up

View more

agenda

  • All Days
  • Mon Jul 29
  • Tue Jul 30
  • Wed Jul 31
Mon Jul 29
3:00 pm
3:00 pm - 3:30 pm
Knockout Networking

The Retreat kicks off with our ice-breaker called Knockout Networking. This structured networking session will help set goals for the Retreat and identify any issues and obstacles to tackle in the sessions.

3:30 pm
3:30 pm - 4:15 pm
Family Office Leaders

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.

4:15 pm
4:15 pm - 5:00 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?

5:00 pm
5:00 pm - 7:00 pm
Welcome Reception

Join us at a welcome reception to kick off the retreat. Have a drink and meet other attendees before the fun kicks off on Tuesday!

Tue Jul 30
7:00 am
7:00 am - 8:00 am
Morning Wellness

Get up and get moving! Join us for an early morning wellness class to connect with friends and move your body. Leave feeling strong & energized to attack the day ahead.

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?

 

9:45 am
9:45 am - 10:15 am
Knockout Networking
10:30 am
10:30 am - 11:00 am
Coffee Break
11:00 am
11:00 am - 11:45 am
Real Estate 101

Join us for an informative session discovering the nuances between Real Estate and Real Assets, hosted by AEW. Explore why family offices should consider Real Estate investments and weigh the options of public markets (REITs), direct investments, funds, or fund of funds. Learn where to access resources for deeper understanding and how to actively engage in board meetings and due diligence processes. Attendees will also gain insights into identifying red flags and pitfalls in real estate holdings or managers to optimize your investment strategy.

11:45 am
11:45 am - 12:30 pm
Natural Resources + Energy 101

Details coming soon!

12:30 pm
12:30 pm - 1:30 pm
Lunch
1:30 pm
1:30 pm - 3:30 pm
Afternoon Activities

Wind Down Walk, Pickleball, a Pasta Making Class and a Sangria Making Class

 

4:00 pm
4:00 pm - 4:50 pm
Ask the Experts: Legal and Tax

What are the tax trends and considerations all family offices need to know about? How do recent and upcoming tax reforms create challenges and opportunities? 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 - 5:30 pm
Ask the Experts: 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. Art is technically a “real asset” and many family offices and high net worth individuals have a collection as a portion of their portfolio. However, the emerging asset class of Fine Art is not the easiest to understand! In this 30-minute fireside chat, Masha Golovina (EVP of Acquisitions at Masterworks), learn about investing in fine art. Bring all of your questions and enjoy an interactive discussion about sourcing, valuing and monetizing fine art.

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

Details coming soon!

 

Wed Jul 31
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? 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 - 10:15 am
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? Any tips for navigating family dynamics?

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

family office advisory board

the family office leaders shaping this inaugural event

Janet Joyce Arzt

Janet is Founder and Managing Partner of Parere Advisory, an independent consulting firm advising family offices on infrastructure, development and strategy. Parere Advisory specializes in discovering, reviewing and presenting infrastructure options while serving as a primary point of contact for the family during the office development.

Meme McNairy-Glenn

Meme is a Managing Director at CH Investment Partners. CH Investment Partners is an investment advisor to Ultra-High Net Worth families. Originally known as Crow Holdings Capital, CH Investment Partners operates through a highly aligned model using the cooperative approach, for the benefit of a select group of families nationwide.

Kaitlyn Desai

Kaitlyn is a Principal of Manufactured Products at Pritzker Private Capital. Pritzker Private Capital partners with middle-market companies based in North America with leading positions in the manufactured products and services sectors. Pritzker Private Capital builds businesses for the long term and is an ideal partner for entrepreneur- and family-owned companies. 

Kate Nevin

Kate is the President and a Portfolio Manager as TSWII Capital Advisors. TSWII is an alternative investment advisor with the alignment of a Family Office.

FAMILY BUSINESS 101 WEBINAR

RECORDED THURSDAY, MARCH 21

The Family Business 101 Webinar, led by Natalie McVeigh of Eisner Advisory Group LLC, included a range of ideas behind family dynamics in high-net-worth families. There are predictable patterns of behavior that high net-worth families engage in that can create unique problems. In this dynamic workshop, Natalie identified those unique behaviors, their causes, and effective methods to alter these patterns to improve communication and family cohesion.

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.

sponsors

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

$2,999

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

$5,999

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