CONTENTS
04 05 06 08 10 12 14 16
Keynote Addresses: A Conversation with Governor Jeb Bush
Economic Outlook with Tony Roth
Panel Presentations: Navigating Real Estate Debt in 2024 and Beyond
A NOTE FROM R. SCOTT BEACH
Evolution of LATAM Family Office Planning: Trends and Opportunities Compensation Challenges: Aligning Compensation Arrangements and Governance Structures with Family Objectives Wellness-Driven Legacy Planning: Nurturing Harmonious Continuity Across Generations Beyond the Game: Exploring the Evolution and Trends in Sports Investing Curating Collections of Luxury Goods: Planning for Legacy and Posterity
For more than a decade now, Day Pitney has been convening an elite group of family office principals, executives, investors, and advisors for our annual Palm Beach Family Office Forum. The event offers a unique platform for communicating timely and topical information impacting our clients’ lives and businesses while fostering an ecosystem to access thought leaders, network with peers, and share ideas and opportunities. Our May 2024 Forum was our most dynamic and engaging yet, with a line-up of world-class speakers and over 200 participants representing families from across the US and globally. The theme that evolved out of this year’s Forum was “relationships,” which Governor Bush noted in his opening remarks while discussing the value and importance that he places on relationships in selecting investment partners and vetting management teams of companies in which he invests. As highlighted throughout the program, in terms of relationships, there are no stronger relationships than the bonds within healthy and harmonious families, and among their family members, when they are aligned in promoting and preserving family values and legacy. This report aims to summarize the highlights and primary takeaways from the keynote addresses and panel discussions. It also presents polling data collected from our audience in real time during the presentations. We trust these insights will be useful, and we look forward to seeing you at our future family office programs.
Made with FlippingBook Annual report maker