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"The Best Thing You Can Do For A Family Office, Is To Connect It With Another Family Office" - Ron Diamond
"The Best Thing You Can Do For A Family Office, Is To Connect It With Another Family Office" - Ron Diamond
The Family Office Roundtable Intiative is dedicated to fostering curated, high-quality relationships amongst entrepreneurial families, their Family Offices and their advisors.
The Family Office Roundtable Initiative was founded by Benjamin Ulrich in 2024 in Switzerland. It is a network of connections and relationships within the larger entrepreneurial family wealth ecosystem.
The individuals that make up this network are dedicated to values such as integrity, authenticity & honesty. The community is powered by trust in each other which is built up over time.
Learn More About The Family Wealth Ecosystem Through Our Social Media Activities
Learn More About The Family Wealth Ecosystem Through Our Social Media Activities
The idea was born out of an understanding that capital raising has changed and evolved. A new industry is emerging, outgrowing traditional Private Equity, Venture Capital and Hedgefonds.
Called The Great Wealth Transfer, as much as $124 trillion are expected to be passed down from one generation to the next.
Women are expected to inherit much of this wealth and with the next generation expected to focus on impact and not only returns, the wealth management industry is about to be undergoing a transformation.
The rise of AI and other forms of software technology will influence this transformation greatly as well.
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