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Leadership Circle: The Role of Women in the Family Office

Tuesday, 17 March 2026

With a focus on the role of women in family offices, we will explore key themes through both presentations and panel discussions, combining insights from experienced thought-leaders with real-world perspectives from family offices as well as family office peers.

 

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PROGRAM AGENDA

Key Themes

  • Challenging the Stereotype – together we explore how unspoken expectations shape women's roles, while developing communication tools that build trust and convey leadership and strategic intent with clarity and confidence.
  • Preparing the next or rising generation, why timing is everything – best in class lessons re: next generation transfer. “When” is the biggest question. What age-appropriate discussions should happen?
  • Horizontal Transfer – how women are rewriting the Legacy of Wealth and lessons we can learn from the likes of MacKenzie Scott and others.

Why Attend

  • Support for women whose interests extend beyond managing a family foundation, but who may feel unsure about speaking up or challenging established norms.
  • We explore best-in-class guidance on next-generation transfer, addressing questions such as; When is the right time? How early is too early? and How to approach age-appropriate conversations.
  • We also cover horizontal transfers, which often happen unexpectedly, exploring how to navigate them, the resources and support to have in place, and strategies to prepare for to reduce potential risks.

We would love for you to join us for this thought-provoking Leadership Circle lunch.

To confirm your attendance, please RSVP to:
 Richard Cholewick — rc@globallegacy.partners

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