Family Legacy Forum

PROGRAM OVERVIEW

Do you know what matters most to your family? Have you invested the time and energy with your immediate family members to discuss your core values and identify your legacy for the future? Most families have not . . .

That’s why we’re inviting family leaders just like you to our inaugural Family Legacy Forum in Chicago this October! During this high-energy and engaging event, you’ll participate in a lot of networking and group activity with your family and connect with others to complete this foundational work.  During our time together, family leaders will discuss their greatest opportunities and challenges together; and while business may be part of the discussion, the focus is multi-generational family legacy.

Everyone always says, “Family first,” so prove it!  Make your family’s legacy a priority this fall and join us in to discuss:

• Family vision & values
• Family governance & legacy
• Boards, trustees & beneficiaries
• Communications & conflict management
• Business succession planning & exit strategies
• Philanthropy & community service
• Estate, tax & wealth planning

Register now and I invite you to submit suggestions on the content agenda to make this as impactful a program as possible for your family.

ABOUT OUR FACILITATORS

This year’s inaugural Family Legacy Forum will be led by a panel of seasoned experts who bring nearly 100 years of combined experience serving successful multi-generation families and supporting their family-owned and operated businesses. Our guest speakers will also share their real-life experiences creating their own family legacies, including running and passing the baton in their family businesses.

SCHEDULE

Thursday, 10/10

• 6:30 – Group dinner & welcome reception
  

Friday, 10/11:

• 8:30am – Breakfast
• 8:30am – 4:30pm — Program content, group activities & educational programming
• 5:00pm – Cocktail reception

Saturday, 10/12:

• 8:300am – Breakfast
• 8:30am – 12:00pm Program content, group activities & Forum wrap-up
• 1:30pm – Optional group tour of the Art Institute 

W Hotel Chicago Lakeshore
644 N Lake Shore Dr.
Chicago, IL 60611
(312) 943-9200