November 19, 2026

Building Resilient Family Offices

Managing Human Capital, Cyber Threats, and Governance Challenges

Event Details

Date: Thursday, November 19 2026

Time: 1:30 pm - 6:00 pm

Location: DLA Piper

Invitation-Only Executive Roundtable

Family offices face a growing range of risks, from retaining key talent to protecting family privacy and navigating complex governance, tax and regulatory requirements. This afternoon program brings together family office leaders and trusted advisors for a practical discussion of how to build organizations that are prepared for what comes next.

Three focused panels will examine:

  • The Talent Equation: Recruiting, compensation and incentive structures, leadership succession, and the risks of key-person dependency.

  • Beyond Cybersecurity: Incident response, insider threats, executive and family privacy, AI-related risks, and third-party exposure.

  • Governance Under Pressure: Governance and oversight frameworks, tax and regulatory developments, cross-border considerations, and lessons from liquidity events and generational transitions.

Register To Attend

This event is designed for family office principals and senior leadership. We reserve the right to limit participation to ensure appropriate peer composition. You're welcome to share this invitation with other principals and senior leaders in your network.


Event Agenda

  • 1:30 - 2:00 pm: Registration, Coffee, & Networking

  • 2:00 - 2:10 pm: Welcome Remarks

  • 2:10 - 2:55 pm: The Talent Equation - Managing Human Capital Risk in the Family Office

  • 3:10 - 3:55 pm: Beyond Cybersecurity - Privacy, Insider Threats, & Digital Resilience

  • 4:10 - 4:55 pm: Governance Under Pressure - Structuring for Growth, Tax Efficiency, & Long-Term Success

  • 5:00 - 6:00 pm: Cocktail Reception

Event Panelists

  • Brian Adams

    President, Mack International

  • Edward Marshhall

    Founder & CEO, Presage Global

  • Hunter Guice

    Partner, Botoff Consulting

  • Jonathan Kinney

    Partner, DLA Piper

  • Kristin Twiford

    Vice President, Nines Living

  • Linda Mack

    Founder, Mack International

  • Lisa Wagner Somar

    Co-Head, SFO Executive

  • Matthew Flug

    Of Counsel, DLA Piper

  • Trish Botoff

    Managing Partner, Botoff Consulting