Preparing the next generation to thoughtfully steward family wealth and embrace future leadership roles doesn’t happen by chance, it requires intentional planning, meaningful conversations, and trusted guidance.
We’re proud to share that Alexa Carbone, Partner & Chief of Staff, will be speaking at the Family Office Exchange (FOX) Family Office & Wealth Advisor Forum in Denver.
Alexa will join the panel, “Advisors as Advocates: Practical Pathways for Next-Gen Preparation,” exploring how trusted advisors can help families prepare rising generations for ownership, governance, leadership, and long-term enterprise engagement. The session will feature practical frameworks, real-world family stories, and actionable ideas for supporting successful multigenerational transitions.