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Mark Wickersham

Family Office Lunch: Modernizing for a Changing Landscape

 for a lunch conversation in Dallas exploring the forces reshaping the family office industry today.

Family offices are facing a shifting landscape: growing complexity, rising client expectations, tighter talent markets, and mounting pressure to operate more like institutional businesses. These changes are pushing family offices to modernize how they manage data, operations, and reporting, often for the first time in decades.

Over lunch, we'll bring together family office executives and advisors for a candid discussion on what's driving this shift, where offices are struggling most, and what modernization actually looks like in practice, from technology to team structure to process.

This session is designed for family office executives and advisors navigating this transition firsthand.