Best Practices in Family Office and Wealth Management

Mark Hindley

Brian Jessen

HB Management

Forest Capital Management

Sam Semaan

Merrill Lynch Wealth Management

Dan Rahill

Wintrust Wealth Management

Curtis Cook

PFS Wealth Management

This session will explore the strategic management of family wealth, focusing on how to align financial strategies with family values and navigate the complexities of modern investment landscapes. From governance frameworks to the integration of innovative financial tools, the panelists will discuss how family offices can optimize operations, enhance investment returns, and foster family harmony across generations. This panel is designed for family office executives, wealth managers, and high-net-worth individuals looking to refine their approach to wealth stewardship in an ever-evolving financial world.