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.