Campden Wealth’s Family Dynamics, Enterprise & Office Forum Atlanta
March 13-14, 2024 (March 12th pre-forum reception)

We focus on family leadership and the themes at the core of a family’s generational success for this Forum, including governance, navigating complex family dynamics and empowering the next generation in order to ensure a smooth leadership transition. Leaders of hundred-year-old storied family enterprises share how they prioritize long-term growth and innovation and engage family members, sometimes balancing competing demands, in order to stay true to their family’s values and long-term vision. This Forum will include best practices for investment governance, tax and regulatory strategy, and key considerations when creating a family office as well as exiting a family operating business.

FORUM CHAIR

Breana Cole, Former Chair and Member, Gilbane Family Council

Breana is a fifth-generation member of the Gilbane Family, a family-owned business since 1870 head-quartered in Providence, RI. Gilbane is a construction management and real estate developer with projects in 20 countries and 45 global office locations. For the last six years Bre has served as a member of the Gilbane Family Council, five of which as the Chair, and now as the Co-Chair of their NextGen program. She takes a lot of pride in being a leader of the governance structure for this complex family with over 200 fourth through seventh generation family members.

FEATURED SPEAKERS:

Monroe "Roey" Diefendorf, Jr.​ MTM Advisory, LLC
Monroe "Roey" Diefendorf, Jr. from MTM 360 gives us a “tell all” of his family’s 150-year journey transitioning their business, founded in 1875, to the fifth generation including redefining wealth into more than money, to passing on values in addition to valuables, to making stewardship a critical part of the journey and empowering the family along the way.

Christopher Finlay, Chairman and CEO, Lloyd Jones LLC
Christopher Finlay, Chairman and CEO, Lloyd Jones LLC looks at how to navigate the Senior Housing Investment Landscape.

Her Majesty Queen Diambi Kabatusuila Tshiyoyo Muata Bakwa Luntu, People in the Democratic Republic of Congo
Her Majesty Queen Diambi from the Democratic Republic of Congo sheds light on the fascinating dynamics of family legacies and, drawing parallels to the United States, explores how families contribute to shaping not only the nation but the entire globe.

Brennan Gilbane Koch, Vice President, Gilbane Building Company
Brennan Gilbane Koch is a fifth-generation family member who leads client engagement and strategy for the Gilbane Building Company in New York City which employs 265 people working on over 60 projects across the metropolitan area. Beyond her leadership within the NY business; she plays a crucial role in the governance of over 200 family members through various roles on the Family Council and was appointed as a trustee to the family’s voting trust.

 

Venue Information:

The Ritz Carlton
181 Peachtree Street. N.E.
Atlanta, GA 30303
Hotel is 18 miles from the ATL Airport

Unfortunately, the group rate is sold out

 We recommend the following hotels:

The Westin Peachtree Plaza – one block away 

https://www.marriott.com/en-us/hotels/atlpl-the-westin-peachtree-plaza-atlanta/overview/

Hyatt Regency Downtown – two blocks away 

https://www.hyatt.com/hyatt-regency/en-US/atlra-hyatt-regency-atlanta/rooms

The Candler Hotel Atlanta – Curio Collection by Hilton – one block away  

https://www.hilton.com/en/hotels/atlcdqq-the-candler-hotel-atlanta/

CPE and CFP Accreditation

Continuing education credits are available for CPE (Continuing Professional Education) and CFP (Certified Financial Planners) in Specialized Knowledge & Applications.

 

 

Campden Wealth’s Family Dynamics, Enterprise & Office Forum Atlanta