Legacy by Design: Future-Proofing Family Wealth and Relationship in an Expanding Digital World
An invite-only workshop for LATAM family offices on wealth, relationships, and leadership for the next generation, designed by Relationship Capital in partnership with Multiverse.
Session 1: Beyond Succession: Designing Multigenerational Resilience in the Digital Age: (Speaker: Savannah Suttle of Relationship Capital)
Technology has transformed the way people connect, bond, and build trust. For younger generations, identity, loyalty, and belonging are increasingly shaped in digital spaces — spaces that many older generations do not even know exist, much less understand. These younger generations are creating their own codes of culture and influence, untethered from geography, time, and place.
This makes it more important than ever for older generations to intentionally pass down the depth, values, and practices of the old ways — while also learning from the new. If families fail to balance in-person bonds and family systems with the digital architectures of connection, they risk fragmenting the family bond within just a few generations. The future of relationship capital will depend on a both/and approach: preserving the wisdom of tradition while designing new frameworks of connection that are resonant (and practical) in a digital age.
For Latin America, where family values have remained stronger for longer than other areas of the world, this is a historic advantage. The relational intelligence and rhythms of LATAM families uniquely positions LATAM to capitalize on relationship capital and multigenerational strength in an era where others are losing it.
Session 2: Fireside Chat: The Ontology of Wealth with Hans Phillips, trusted mentor to the ultra wealthy (facilitated by Savannah Suttle):
Great wealth requires great leadership. Yet the true risk for successful families is not external — it is entitlement, disconnection, and unexamined authority within. In order to be effective stewards of relationship, wealth, or enterprise we must first be stewards of ourselves, our time, and our presence. In this session, Hans Phillips of Ontoco (highly sought after mentor to the ultra wealthy) will explore how family leaders can avoid these traps in subsequent generations by cultivating and modeling intentionality by design.
Session 3: Beyond Preservation: Creating Generational Wealth in the Quantum Age (Speakers: Naoris Protocol Team — David Carvalho, Youssef El Maddarsi, David Holzman, Inge Kampenes, Mick Mulvaney)
Quantum computing is on the verge of breaking today’s encryption — putting at risk the portfolios, assets, and cross-border holdings that family offices rely on to protect multi-generational wealth. Post-quantum security and decentralization are not just safeguards; they are the foundations for redefining the future of wealth, sovereignty, and power.
For Latin America, this is a historic leapfrog moment. And for family offices, it is a rare opportunity to act early, secure portfolios, position heirs for the next generation, and shape the very infrastructures that will govern global wealth and influence. Those who lead now will not only protect what they have built, but also capture the immense creation of wealth and power that the post-quantum era will unleash.
Session 4: Family Office Innovation — Best Practices: Fireside Chat with Dr. Christine Gulbranson (facilitated by Savannah)
Current best practices: Stories and examples of how large family offices in the US and emerging markets are successfully pulling in younger generations to foster innovation in legacy verticals.
Dinner and discussion – Relationship Capital Facilitated Discussion: Guided activity for families. Each family to receive a set of question cards they can take home to their own family so they can discuss as a group.
Family Enterprise Advisory Innovation Summit
Family Enterprise Advisory Innovation Summit
October 22, 2025 | 8:00 AM – 6:30 PM | Location: Seattle, WA
The Future of Family Enterprise Starts Here.
A full-day gathering for advisors, wealth managers, attorneys, accountants, and ecosystem partners who want to shape what’s next in family enterprise — as part of the Relationship Capital network.
Overview
The Family Enterprise Advisory Innovation Summit is designed exclusively for advisors who work with entrepreneurial families, family offices, and multigenerational enterprises.
This is your opportunity to:
Learn cutting-edge insights on family dynamics, technology, and wealth transfer.
Connect with other forward-thinking advisors.
Agenda
8:00 – 8:45 AM – Registration & Coffee
Casual networking over coffee and breakfast.
9:00 – 9:50 AM – The Current State of Affairs
Family enterprise in 2025: dynamics, technology, economics, private equity, and the great generational wealth transfer.
10:00 – 10:50 AM – The Mechanics of Family Dynamics
Crash course in family systems, how they align with business systems, and what advisors need to know.
11:00 – 11:50 AM – Mapping a Family System for Productive Conversations
Tools and frameworks for visualizing and guiding family discussions.
12:00 – 1:00 PM – Networking Lunch
Facilitated conversations at every table.
1:00 – 2:00 PM – Ask the Expert
Bring your toughest client challenges and get candid insights from cross-disciplinary experts.
2:15 – 2:45PM – Innovation in Estate Management
Spotlight on ORCA software and new estate planning tools.
3:00 – 3:45 PM – Risk on Your Radar
Cybersecurity, trust, and the future of quantum computing in family enterprise.
4:00 – 5:00 PM – What the Heck is a Family Office Anyway?
The history, evolution, and future relevance of family offices.
5:00 – 6:30 PM – Cocktail & Networking Mixer
Registration is invitation-only.
Still interested? Request consideration to attend and join the advisors shaping the next era of family enterprise.
SpeakEasy
SpeakEasy 2025
October 22–25, 2025 | Location: Seattle, Washington
Built by Next Gens, FOR Next Gens (and their families) — Conversational catalysts for those “behind-closed-doors” kind of topics.
Next Gens — ever feel like you need to have those hard conversations with your parents but you don’t know where to start? Or you’ve tried a thousand times, but it just goes nowhere? We get it. That’s why we built SpeakEasy.
SpeakEasy is a one-of-a-kind gathering for Next Gens, parents, and advisors in family enterprise who are ready for something different. This is not your standard conference where you ingest learning materials and then are left to your own devices to incorporate them….At SpeakEasy, we create conversational contexts and catalysts for families who want to actually communicate constructively, but who just haven’t quite figured out how to stop walking on eggshells.
Because let’s be real — Wanting to FIX a problem shouldn’t BE the problem. Using humor, vitality, fun, pragmatic compassion, and paradigm-shifting education, we create both aha-moments and haha-moments for parents and NextGens alike. Equal parts legitimate learning, irreverent play, and unforgettable glamour (because who doesn’t like an excuse to get dressed up??), this event blends candid conversations with immersive experiences unlike any family office conference you’ve ever been to.
What to Expect
October 22nd; Arrival & Welcome
Kick off with a stylish cocktail party sponsored by advisors—your first chance to unwind, connect, and feel at home in this community.
October 23rd: Conversation Catalysts — Let’s get down to business.
Crash courses designed to cut through the noise:
Don’t Make Me Hate You: No Seriously, We REALLY need to talk about what happens after you die – Estate planning made real. A course designed by and for millennials who would like to start having productive conversations with their parents about end of life and beyond.
Family Systems 101 – A crash course; Understand how family systems work, and how they impact your business.
Family Office 101 – Next Gen perspectives (and a parent refresher). Namely, does your family need a family office? What even is a family office? Are they all built the same? How should you be thinking about managing, growing, building, or designing one? How does family office transformation occur across time?
How to Get Your Family to Work on Their Sh*t – Real talk best practices and strategies for handling even the most complicated, complex, avoidant or entrenched family structures.
Intergenerational Collaboration in Family Business– What’s normal, what’s not, and how to last the long haul.
October 23rd : The SPEAKEASY Soirée
Our crown jewel: a black-tie, ballgown-level evening where guests are encouraged to go all out. Think music, elegance, and maybe even a little matchmaking magic!! (Singles, start your engines!)
October 24th: Workshop Intensives & Play
Interactive, therapist-guided, improv-infused sessions that get to the heart of communication, conflict, and collaboration. Covering everything from peer support to reality checks on estrangement, grief, addiction, and the hard stuff families face.
9:00 – 10:15 AM – Workshop 1: Don’t Make Me Hate You – Peer Group.
10:30 – 11:45 AM – Workshop 2: Communication 101 (Awareness Wheel) – Guided by 3 therapists; designed to teach you how to communicate effectively, especially when things get heated.
12:00 – 1:15 PM – Workshop 3: Yo, I Wanna Love You Better – Parent/child role play, improv, hilarity.
1:15 – 2:30 PM – Lunch.
2:30 – 3:45 PM – Workshop 4: Reality Check: Handling the Hard Sh*t – Estrangement, grief, addiction, mental health, and more. Candid conversations with other people who get it.
Afternoon – Free decompression time (spa, walks, naps, optional advisory 1:1s).
7:00 – 9:30 PM – House Dinners – Small-group dinners in private homes with curated guest lists set the stage for deep connection.
10:00 PM – Late – Next Gen Capture the Flag – Midnight mischief, energy release.
October 25th; Closing Brunch
A celebratory send-off!
Why SpeakEasy?
Because even the strongest balance sheet can’t fix a broken conversation. SpeakEasy is about courage, candor, and connection—helping families in enterprise thrive together across generations.
Registration filling up. Join the list to be considered for invitation.
Table Gathering (Nov. 2025)
Table Gatherings
Where dinner becomes dialogue.
Table Gatherings are intimate, high-end dinners curated by Relationship Capital for families in enterprise, Next Gens, and their advisors. Around a beautifully set table, we bring together 10–15 guests for a meal that is as nourishing for the mind as it is for the palate.
Each dinner is facilitated by an expert host who guides conversation with curiosity, candor, and just the right amount of structure. Expect thought-provoking questions, laughter, and meaningful exchanges you won’t get at a typical networking dinner.
Why attend?
Forge authentic connections across generations.
Explore new perspectives on family, business, and legacy.
Experience the magic that happens when conversation, context, and cuisine are perfectly paired.
Who is eligible to attend?
Table Gatherings have curated guest lists. Request consideration to join a future Table Gathering.
When and where is this event?
Location details communicated when guest lists are issued. This dinner will take place in Seattle, WA.
A Berry Merry Bon Voyage!
Invite-only.
December 2025 | New Orleans → Jackson → Berry Family Christmas Party
The South. The Sparkle. The Party.
We’re taking this show on the road. ✨
First stop: New Orleans — jazz, food, and a crash course in how the Crescent City builds relationships, intrigue, and legacy that extends even into the afterlife… (ghost tours anyone?!?!).
Then: Jackson, Mississippi — There’s a reason Mississippi is known as the hospitality state! We’re gettin’-after-it with history, grit (and grits), and a front-row seat to how the best community builders do their thing.
Finally: The Berry Family Christmas Party — the grand finale nobody wants to miss. Southern hospitality, holiday magic, and a living lesson in what multigenerational relationship-building really feels like.
Table Gathering (Jan 2026)
Table Gatherings
Where dinner becomes dialogue.
Table Gatherings are intimate, high-end dinners curated by Relationship Capital for families in enterprise, Next Gens, and their advisors. Around a beautifully set table, we bring together 10–15 guests for a meal that is as nourishing for the mind as it is for the palate.
Each dinner is facilitated by an expert host who guides conversation with curiosity, candor, and just the right amount of structure. Expect thought-provoking questions, laughter, and meaningful exchanges you won’t get at a typical networking dinner.
Why attend?
Forge authentic connections across generations.
Explore new perspectives on family, business, and legacy.
Experience the magic that happens when conversation, context, and cuisine are perfectly paired.
Who is eligible to attend?
Table Gatherings have curated guest lists. Request consideration to join a future Table Gathering.
When and where is this event?
Location details communicated when guest lists are issued. This dinner will take place in Seattle, WA.
Table Gathering (March 2026)
Table Gatherings
Where dinner becomes dialogue.
Table Gatherings are intimate, high-end dinners curated by Relationship Capital for families in enterprise, Next Gens, and their advisors. Around a beautifully set table, we bring together 10–15 guests for a meal that is as nourishing for the mind as it is for the palate.
Each dinner is facilitated by an expert host who guides conversation with curiosity, candor, and just the right amount of structure. Expect thought-provoking questions, laughter, and meaningful exchanges you won’t get at a typical networking dinner.
Why attend?
Forge authentic connections across generations.
Explore new perspectives on family, business, and legacy.
Experience the magic that happens when conversation, context, and cuisine are perfectly paired.
Who is eligible to attend?
Table Gatherings have curated guest lists. Request consideration to join a future Table Gathering.
When and where is this event?
Location details communicated when guest lists are issued. This dinner will take place in Seattle, WA.
Table Gathering (May 2026)
Table Gatherings
Where dinner becomes dialogue.
Table Gatherings are intimate, high-end dinners curated by Relationship Capital for families in enterprise, Next Gens, and their advisors. Around a beautifully set table, we bring together 10–15 guests for a meal that is as nourishing for the mind as it is for the palate.
Each dinner is facilitated by an expert host who guides conversation with curiosity, candor, and just the right amount of structure. Expect thought-provoking questions, laughter, and meaningful exchanges you won’t get at a typical networking dinner.
Why attend?
Forge authentic connections across generations.
Explore new perspectives on family, business, and legacy.
Experience the magic that happens when conversation, context, and cuisine are perfectly paired.
Who is eligible to attend?
Table Gatherings have curated guest lists. Request consideration to join a future Table Gathering.
When and where is this event?
Location details communicated when guest lists are issued. This dinner will take place in Seattle, WA.
Private Gathering: Casa Vista Volca, Volcano Summit Dinner
Private, invite-only. Antigua, Guatemala.