(Pre-Forum Welcome Reception November 19)

Palm Beach

Campden Wealth’s traditional Family Office forum focuses on all aspects of the family office, including family office governance, succession planning, tax, regulation and more. We explore the key strategies and best practices for effectively managing family offices, ensuring smooth transitions, and fostering sustainable growth. We delve into family office operations, governance structures, and effective NextGen transfer of leadership and wealth.

Conference Venue:
The Ben West Palm Beach
251 N Narcissus Ave.
West Palm Beach, FL 33401

Room Rate: $415 plus applicable taxes. Click here to book your room: https://www.marriott.com/event-reservations/reservation-link.mi?id=1704474303602&key=GRP&app=resvlink

Cut-off Date: October 22, 2024 

Forum Chair

Ken Goldman, Former President, Hillspire, LLC; IPI Member
Ken Goldman returns this year to Chair our 19th Annual Family Office Forum. Former Chief Financial Officer of Yahoo, Ken also led Hillspire, the family office of former executive chairman and CEO of Google Eric Schmidt. Throughout his forty-year professional career, Ken has served as Chief Financial Officer of multiple public and private companies and has played a significant role in guiding three companies as they went public. 

We are delighted to have Ken chair our Family Office Meeting again.

Featured Speakers

Governor Jeb Bush, Chairman and Founding Partner, Finback Investment Partners, Former Governor of Florida
Governor Bush served as the 43rd governor of the state of Florida from 1999 through 2007.  Prior to and after his tenure as Florida's chief executive, Governor Bush has been actively involved in the private sector. He and Jack Oliver are Founding Partners of Finback Investment Partners, a private equity firm that takes active minority interest in middle market and growth-stage companies. Governor Bush and Jack Oliver, former CEO of the Republican National Committee, share their thoughts on the implications of the presidential election as well as their investment outlook for the coming year.

Charles R. Schwab, Co-Chairman of the Board, Charles Schwab Corporation 
Chuck Schwab started the San Francisco–based Charles Schwab Corporation in 1971 as a traditional brokerage company, and in 1974 became a pioneer in the discount brokerage business. Often credited with "democratizing" investment, Schwab has driven countless innovations in the investment services industry designed to help individuals make the most of saving and investing. Today, the company has expanded from its roots as a discount brokerage and provides a full-service investing and banking experience, serving 35.7 million accounts with $9.57 trillion in assets. He will share what he thinks is next for the investment industry, as well as his thoughts on the macroeconomic landscape and investment trends.

Jill Barber, President of CYMI Holdings and Clare Mathile, Family Member, CYMI Holdings, IPI Members
Jill provides investment and wealth advisory services to each member of the Mathile Family, founders of pet food conglomerate IAMS. Jill joined CYMI in 1999 just prior to the sale of the IAMS to Procter & Gamble. Jill has transformed the family office into a value-driven entity, resulting in measurable improvements in office culture and the development of a high-performing leadership team. Clare Mathile is a third-generation family member who is also a member of the Family Office Board. This session explores the pivotal role a Family Office (FO) plays in supporting family members. Delve into the successes of the Mathile Family, covering their historical context, family tree, and the FO’s structure. Key topics include strategies for centering the family in FO operations, staying relevant as family needs evolve, differentiating between discretionary and non-discretionary services, and ensuring long-term FO sustainability through cost, governance, and knowledge. This session also addresses balancing complexity and effort versus value to maximize benefits. Attendees will gain valuable insights and practical examples for enhancing their Family Office's effectiveness.

Catherine C. Fankhauser, Partner, Family Office Advisory Services, Ernst & Young, LLP 
Catherine Frankhauser supports families’ legacies by enabling their family office operations and governance to be scalable and aligned with a long-term view.  As a partner in the EY US Family Office Advisory Services practice, Catherine shares how to leverage cutting-edge technology, and how digital family offices are integrating artificial intelligence, blockchain, and advanced analytics to enhance decision-making, optimize investment strategies, and streamline administrative tasks. The future of family office technology lies in personalized, data-driven solutions that enable real-time portfolio monitoring, sophisticated risk management, and seamless communication across generations. Take a look at how family offices can adopt digital platforms to better manage their wealth, ensure security, and maintain a competitive edge in an ever-changing financial landscape.

Crystal Maggelet, CEO and Chairwoman , FJ Management Inc.
Entrepreneur Crystal Call Maggelet led her father’s petroleum empire out of crises and into a secure diversified future, ready for her next generation to eventually take over. Maggelet is the chief executive of FJ Management Inc, a multi-billion dollar diversified family business headquartered in Salt Lake City that includes wholly owned subsidiaries Maverik, a chain of 340 convenience stores, and Big West Oil, a petroleum refinery. FJ Management also has a minority stake in Pilot Flying J service stations. Other family businesses include TAB Bank, a community bank, and Crystal Inn, a small chain of hotels. She will share her remarkable story of guiding and growing her family business, as well as her journey in preparing the next generation to lead the business and family office.

Julia Nolan, Deputy Chief Information Security Officer, U.S. Bank Information Security Services; Senior Vice President and Executive Director for critical domains, including Data Security, Insider Risk, Security Awareness, Forensic Investigations and Adversary Emulation
With 22 years at U.S. Bank, Julia has translated extensive experience in consumer banking, operations, regulatory changes and risk into a practical and balanced approach to securing U.S. Bank. In her tenure in Information Security, she’s had the privilege of leading teams to build cutting edge programs for managing insider Risk, breach and attack simulations and behavioral analytic modeling, as well industry-leading programs to protect data and enable business across the footprint. In her session, look through the lens of an attacker on how to exploit the vulnerabilities of both humans and systems, ultimately leading to financial or data theft. By understanding the mindset and methods, we’ll walk through the practical steps and solutions you can take to protect yourself and react quickly to minimize any impact.

Mark D. Gordon, Chief Executive Officer and Chairman of the Board, Odyssey Marine Exploration
Mark D. Gordon is an entrepreneur with a keen ability to build companies and lead them to realizing their true potential for success. He orchestrated Odyssey’s pivot from shipwreck exploration to subsea mineral resources by recognizing the opportunity to apply Odyssey’s core competencies in a more productive manner, selecting diverse and strategic key mineral resource targets for the Odyssey portfolio and securing the funding necessary for the company to achieve success in this new endeavor.

Ron Weiner, Chairman and President, Perelson Weiner LLP, Certified Public Accountants, IPI Member
Ron is dedicated to helping entrepreneurs, their families and businesses. Ron has been named on 2024 Forbes America’s Top 200 CPAs list. His ability to create tax advantaged structures have been of particular value in estate and tax planning, dispute resolutions, mergers and acquisitions. He will discuss the tax strategies to create generational wealth, including the implications of the recent election on estate planning.

CPE 
Continuing education credits are available for CPE (Continuing Professional Education) in Specialized Knowledge & Applications.