Welcome to NextGen

2022:Upcoming Events

November 15, 2022 The Ben, West Palm Beach 4:00pm to 5:45pm WORKSHOP

INTERGENERATIONAL IMMERSIVE MENTORSHIP: RE-DEFINING THE PURPOSE OF A FAMILY OFFICE, THE ROLE OF GENERATIONAL WEALTH, AND THE POWER OF MULTIGENERATIONAL SELF-ACTUALIZATION. Taylor Adams • Founder, Belief Partners

2022:Past Events

End of Year Special with Alexandra Cook, CPA, CGMA, CFF, FAIA, SFO Executive, Sunburst Ventures

Are families ready for the next transition? - Kathryn McCarthy, Consultant to Families and Family Offices & Director, Rockefeller Trust Company

NEXTGEN VIRTUAL SEMINAR: FROM INTENTION TO ACTION – Katherine Lorenz, President, Cynthia and George Mitchell Foundation

Looking at the future with Justin Rockefeller - Justin Rockefeller, Head of Impact, Addepar & Chair, The ImPact 

2021:

NEXTGEN SERIES: WHEN & HOW TO HAVE THE PRENUP CONVERSATION - IPI member Brian Adams and legal expert Tullo Mumtaz

NEXTGEN SERIES: BUILDING THE RIGHT CAREER FOR YOUR NEXT GENERATION AND FOR YOUR FAMILY ENTERPRISE - Darren Bechtel, fifth generation principal, Founder & Managing Director, Brick & Mortar Ventures

NEXTGEN SERIES: NEXT GENERATION LEADERSHIP INTERVIEW - Lily Zhou, Founder, Life Story Club & Joanne Lu, President, Draco Financial Investments & Empira Global

NEXTGEN SERIES: ENGAGING WITH YOUR FAMILY OFFICE - Michael Moran, Managing Partner, Walnut Ridge

NEXTGEN SERIES: PROTECTING FAMILY WEALTH AND CREATING YOUR OWN LEGACY  - Valerie Rockefeller, Chair Of the Board of Directors, Rockefeller Brothers Fund

NEXTGEN SERIES: REFRAMING THE PURPOSE OF A FAMILY OFFICE - Taylor Adams, fifth generation principal, & Founder, Noname Ventures

NEXTGEN SERIES: NEXT GENERATION LEADERSHIP PANEL - Paras Chandaria, Chairman of the Board, UST Global Inc 

2020:

VIRTUAL NEXTGEN SEMINAR: HEALTH & WELLNESS – Paul Hokemeyer, Internationally Renowned Clinical and Consulting Psychotherapist & Founding Partner of Drayson Mews

VIRTUAL NEXTGEN SEMINAR: PHILANTHROPY - Jane Mosbacher Morris, Founder & CEO, TO THE MARKET

VIRTUAL NEXTGEN SEMINAR: GLOBALIZATION - Sunir Chandaria, President, LePage's 2000 Inc.

VIRTUAL NEXTGEN SEMINAR: SUCCESSION PLANNING & DECISION-MAKING – Avril Westerman, Director of Investments, Westerman Interests Inc, Westerman Family Office