Speakers include:
Laird Pendleton, co-founder of the CCC Family Office Alliance
Laird has thirty-eight years of experience in the family office industry. He was the founder and Principal of the Cairnwood Cooperative Corporation, a single family office that manages the affairs of the third through seventh generation of the Pitcairn family, with offices in Boston and the Philadelphia area. The Pitcairn family founded the Pittsburg Plate Glass Company in 1883, which is known today as PPG Industries. The family also launched one of the early family offices in the U.S in 1923. Laird also co-founded Alpine Management Company, his family’s Wyoming Private Trust Company where he chairs the Investment Committee. In 1994, along with the Corning family, Laird co-founded the CCC Alliance, the largest private network of single family offices in the U.S., with over 140 member families in twelve countries. In 2004 Laird co-founded the Wharton Global Family Alliance, a joint venture between CCC Alliance and the Wharton School, where he serves as Chairman of the Advisory Board. He has also spoken on family governance and trends in private wealth throughout Asia, Europe, and Latin America. Laird is active on various corporate and charitable boards and is the former President of the Glencairn Foundation, his family’s charitable giving arm. He is a graduate of Lehigh University and the Babson Graduate School of Business where he was a Sorenson Merit Scholar. Laird and his wife Freya have five adult children and ten grandchildren. They enjoy skiing in all forms, hiking and traveling the world with their grandchildren…and sometimes inviting their grandchildren’s parents to join them
Kristin Keffeler, author of The Myth of the Silver Spoon: Navigating Family Wealth and Creating an Impactful Life
Kristen is a thought leader and consultant at the forefront of a global shift in family wealth advising, known as Wealth 3.0. She works with affluent and enterprising families, rising gen, and the professionals who support them. As the Chief Learning Officer for the Johnson Financial Group, she specializes in human motivation and behavioral change, family dynamics, family governance, rising gen education and development, and intergenerational collaboration. In November 2022 she published her first book, The Myth of the Silver Spoon: Navigating Family Wealth & Creating an Impactful Life. In July 2023, she published the co-authored book, Wealth 3.0: The Future of Family Wealth Advising with Drs. Jim Grubman and Dennis Jaffe. Keffeler brings a multi-dimensional approach to her work. She earned an undergraduate degree in human biology and chemistry, with an emphasis on human peak performance. She also holds a Master of Science in Management with a concentration in Public Health from the University of Denver, and Master of Applied Positive Psychology from the University of Pennsylvania.
Jay Hughes, author of Family Wealth: Keeping It in the Family and several other books on family offices
Mr. Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family, and of Family – The Compact Among Generations, both published by Bloomberg Press, and is the co-author with Susan Massenzio and Keith Whitaker of The Cycle of the Gift: Family Wealth and Wisdom, The Voice of the Rising Generation, and Complete Family Wealth, all published by John Wiley & Sons and is a co-author with Hartley Goldstone and Keith Whitaker of Family Trusts: A Guide to Trustees, Beneficiaries, Advisors and Protectors. In addition, he has written numerous articles on family governance and wealth preservation and a series of Reflections which can be found on his website jamesehughes.com. and his foundation, jehjf.org
He has spoken frequently at numerous international and domestic symposia on the avoidance of the “shirtsleeves to shirtsleeves” proverb and on the dynamic growth of families’ human, intellectual, social, spiritual, and financial capitals toward their families’ flourishing.
In 2021, The James E. Hughes, Jr. Foundation (JEHJF) was founded, in Jay’s honor and as a gift to him, to advance the field of family wealth as individual and generational well-being. Rooted in Jay’s landmark Five Capitals research, the JEHJF is designed to spread the spirit of Jay to as many individuals that have this desire.
Scott Saslow, author of Building a Sustainable Family Office and Founder & CEO OF ONE WORLD Investments
Currently Founder and CEO of ONE WORLD, Scott was previously the Founder & CEO of The Institute of Executive Development, a consultancy that provided innovative executive leadership development to a global client base including American Express, Boeing, CBS, Cisco, The Gap, Harvard Business School, Intel, Microsoft, Time Warner and the U.S. Navy. Earlier in his career, Scott worked at Siebel Systems and Microsoft Corporation in leadership roles. Scott is a graduate of Harvard Business School (M.B.A) and Northwestern University (B.A., Economics), and has authored over 25 articles and research reports on Executive Development.