The Family Office Conference will take place on 25–26 February 2025. Ticket sales are now open! Register your interest below to confirm your eligibility and secure your tickets. Sales will close either one week before the event or once capacity is reached.
Family Offices (FOs) have grown exponentially over the last decades and today represent an important priority for many business families.
London Business School (LBS) has leveraged its London location, thought leadership, world-class faculty, and extensive network to organise a unique, non-commercial event exclusively for family members, principals of single-family offices, and senior leaders within family offices.
Now in its third year, the Family Office Conference at LBS brings together principals and senior executives in a confidential setting, without interference from service providers or entities with commercial interests. Over two days, participants will engage in research-backed insights, peer learning, and discussions with like-minded individuals.
This exclusive conference promises actionable strategies for your family office through interactive sessions led by world-renowned LBS faculty, influential business leaders, and distinguished family office leaders.
“The combination of keynote speakers/panels followed by table discussions works very well and is a great way to run the conference. I took as much away from the discussions as I did from the talks.”
Family Office Conference 2024 delegate
Why attend?
Safe space environment- We create an environment where participants meet other families or family office representatives and explore innovative ideas without the distractions of service providers*.
Interactive and collaborative setting - Panel discussions are followed by structured and spontaneous small group roundtable sessions, fostering active participation and meaningful discussions among all attendees.
Thought leadership - Gain access to innovative research and frameworks from the world-renowned faculty at LBS. The conference includes practitioner talks and insights shared by LBS faculty working at the forefront of global business research, providing leading academic expertise.
Knowledge exchange – Engage in facilitated conversations where participants can openly share their experiences and discuss solutions to common problems. Facilitators will provide summary write ups after the conference.
Networking - The event offers abundant opportunities throughout the day to network with peers from other families and family offices.
“I liked that the attendees were all family members and/or worked in family offices. Our round table discussions were so open and probably my favourite part of the event.”
Family Office Conference 2024 delegate
*Disclaimer: The upcoming conference is sponsored by Schroders, a global family office and private asset investment specialist. Schroders will participate in a supporting and non-commercial capacity.
To maintain the quality of discussion and networking, attendance is by application or invitation only. The Family Office Conference maintains strict qualification criteria to ensure a protected environment for peer learning and open dialogue. The conference is only open to:
Family Members
Single-Family Office Principals
Senior Family Office Leadership (CEO, CFO, COO)
Our team reviews all expressions of interest to ensure participants meet our qualification criteria. Commercial service providers or advisors are not eligible to attend.
After confirming eligibility, individuals who qualify will receive their exclusive personal invitation to purchase a ticket for £975. A ten percent discount is offered to LBS students and alumni.
On the initial day, leading academics and practitioners will share insights and hypotheses, leading to facilitated roundtable discussions where participants exchange their experiences and perspectives. This knowledge will be systematically captured and disseminated both spontaneously and through summarized proceedings.
Please see a preliminary agenda below:
Registration and breakfast
Opening remarks
Florin Vasvari, Professor of Accounting; Academic Director of the Institute of Entrepreneurship and Private Capital, London Business School
Keynote | CEO Succession in Family Businesses: The Performance Impact of Hiring a Family vs Non-Family CEO
Sendil Ethiraj, Professor of Strategy and Entrepreneurship; Deputy Dean, London Business School
Session 1 | Transforming Family Office Portfolios
Jeannine Daniel, Managing Director, Cara Advisory (UK) Limited
Glenn Fuhrman, Co-Founder and Co-Managing Partner, Tru Arrow
Richard Nourse, Founder and Managing Partner, Greencoat Capital
Moderated by: Florin Vasvari, Professor of Accounting; Academic Director of the Institute of Entrepreneurship and Private Capital, London Business School
Session 1 | Roundtable discussion and debrief
Coffee break and networking
Session 2 | Emotional Capital and the Resilient Family Enterprise: How Families Use Emotional Ties to Ensure Longevity
Sophie Cuendet du Roy, Family and Board member and Family Office Managing Director
Séverine Mulliez, Family and Board member, Association Familiale Mulliez
Giorgiana Notarbartolo, Family member and Head of Impact and Philanthropy, PFC Family Office
Moderated by: Åsa Björnberg, Executive Fellow, London Business School
Session 2 Roundtable discussion and debrief
Lunch
Fireside chat | Our story: Leadership, Succession and Family Business as a Force for Good
Session 3 | Cybersecurity and Managing Digital Risk
Peter Connolly, Founder and CEO, Trustee, Toro
Edouard Thijssen, Co-Founder, Trusted Family
Moderated by: Ralph Welpe, Chairman and CEO, Mirai Capital Partners
Session 3 Roundtable discussion and debrief
Coffee break and networking
Fireside chat: The Geopolitical Effect on Family Enterprise
Sir Niall Ferguson, Milbank Family Senior Fellow, Hoover Institution
Sergei Guriev, Dean, London Business School
Day Debrief
Luisa Alemany, Associate Professor of Management Practice in Strategy and Entrepreneurship; Academic Director of the Institute of Entrepreneurship and Private Capital, London Business School
Networking reception and canapés The roundtables will be moderated by a selection of expert facilitators.
Vidur is a Guest Lecturer at LBS and teaches the Wealth Management and Equity Investment Management electives for the master’s programs and Personal Finance core subject for Master’s in Financial Analysis programme.
He frequently teaches on ESG & Sustainable investing, Capital Markets, Hedge Funds & Liquid Alternatives, Technology trends, Crypto and Real Estate investing, in other elective courses, and for Executive Education.
As a practitioner, he brings together his experience and knowledge of the markets and business, to connect the dots between market events, academic concepts, current trends, and the future.
Vidur has 24 years’ experience in banking and financial services - wealth management, investments, consumer banking, insurance, FX, and payments; across private clients, affluent & mass affluent customer segments, and has worked in UK, Europe, Middle East, Africa, and Asia. He has worked for 22 years in Citibank, and his last role at Citibank was as Director – Head of Wealth Management for Citibank UK and Citi International Personal Bank EMEA (offshore banking), covering P&L, strategy, product management, investment advisory, leading client facing specialist & advisory teams.
Vidur has extensively worked with wealthy families and family offices to help them with strategies to manage portfolios, intergenerational wealth transfer, set up & run family office, develop & execute investment strategies, identify external managers, invest in alternatives, manage risk, set up governance structure, understand & adapt to market changes & technology evolution, train the younger generation on wealth, and helping build family legacy.
Vidur has been on the UK Finance – Personal Finance committee and before that on the British Bankers Association – Personal Products and Services’ committee. He has also been the Chair of Citibank Consumer CASS Sub Committee for Client Assets. During his career he has extensively presented at industry conferences, client events, panel discussions and appeared on CNBC.
Currently, Vidur is a yoga teacher focusing on physical and mental well-being, managing stress, finding your purpose, and achieving full potential.
From unravelling the 'Happiness' factor in our life and the importance of having a sense of meaning to 'Navigating the Future' through an ever-changing lens of global macro-economic landscapes. The discussions delved into 'Becoming an Active Stakeholder' in the next generation and explored 'Sustainability in Focus,' unveiling emerging trends and opportunities. Key insights were shared on 'Succession Planning' and the role of 'Reputation at Work.' The conference also navigated the 'Global Landscape' and addressed vital themes like ESG and Sustainability, Family Reputation, Research on Family Succession, Real Estate considerations, and the careful 'Selection of PE Fund Managers.' Additionally, the conference touched upon 'Disabilities and Competitive Advantage' and explored the impact of family enterprises in 'Impact Investing.'
The family office sector has $10 trillion in assets under management, but is “one area where we really have no clue what is happening,” according to Professor Florin Vasvari.
From comparative obscurity, ‘family offices’, structures that protect and nurture the assets of successful families, have become a major sector in their own right. For the sector, big questions include how investment behaviour should reflect the values of the next generation, how the original entrepreneurial spirit can be maintained and the role of philanthropy. These and many other issues were addressed at our inaugural conference
The conference highlighted the need for long-term thinking, purposeful stewardship, the need to distinguish between areas where specialist knowledge would be an advantage, and areas where they should be content to take a general approach and move along with the market.
The CFO Private Business Forum is an exclusive event organized by the Institute of Entrepreneurship and Private Capital (IEPC) at London Business School aimed at family business or privately held company CFOs.
The IEPC supports the development of entrepreneurs and the entrepreneurial ideas that drive impact, create wealth and advance well-being. The IEPC also conducts research underpinning today’s private capital markets including venture capital, private equity, growth, buyouts, and the broader private capital ecosystem.
A central ambition of the IEPC is to grow our family enterprise linked research, teaching, and events programmes. For us family enterprise covers the full family ownership spectrum, bringing together business owning families with those managing their own single-family offices. We believe the IEPC’s twin strengths of business entrepreneurship and private capital management are central to understanding family enterprise now and into the future.
Getting here
Address:
London Business School Regent's Park London NW1 4SA