Learning Opportunities

Taking Stock: Governance, NxG + The Family Enterprise

March 14, 2019 8:00 AM to March 15, 2019 3:00 PM

La Valencia Hotel
1132 Prospect Street
La Jolla, CA 92037


Book hotel by february 11 to receive group rate
Click here for hotel information

Remark from a past attendee:

“I attended the Family Forum in La Jolla and thought it was an invaluable experience. My favorite part was just hearing everyone's stories and experiences.  It was a fantastic experience and I look forward to the next one.”  - Anonymous NxG Family Member




Learn, collaborate and connect with your peers in La Jolla, California at the beautiful La Valencia Hotel!

In these uncertain and ever-changing times, families are assessing and evaluating their entire enterprise from business operations and financial position to family governance and developing the NxG. Families are taking a thoughtful approach to create new ideas and carefully craft plans to take their family and their legacy to the next level.

Join us in lovely La Jolla to engage in meaningful conversations with experts and your peers on these topics and more!

  • Liquidity positions and dividend policies

  • Outsourcing positions typically held by family members

  • Creating new governance structures

  • Family + community development


Jenna Juday and Mary Nicoletti - Bridging the Gap:  Hiring Outside the Family

Finding a family member with the right skills and experience to take on a family leadership role can be a daunting task. Some families have a pipeline of potential family leaders but they aren’t quite ready.  In other families, there isn’t real interest in taking on a family role. So how do you bridge the gap to move the family and enterprise forward?  In this session, Jenna Juday and Mary Nicoletti of IDEAL Industries will share the thoughtful process taken by the IDEAL family.  They will reveal what mattered to the family and other insights when hiring a Family Governance Manager and Family Council Chair.  Jenna Juday Bio / Mary Nicoletti Bio

Top 3 Reasons to Register Now

  • Experience “the ultimate safe space” for families - without advisors or service providers in the room.

  • Discover your peers, build relationships and learn from other families who have “been there”.

  • Enjoy the “FBN Experience”– a fun, collaborative and engaging learning community.





$950.00 Member - First Attendee
$850.00 Earlybird rate before February 1

$900.00 Member - Add'l Family Attendee
$800.00 Earlybird rate before February 1

$1,450.00 Non-Member - First Attendee
$1,350.00 Earlybird rate before February 1

$1,400.00 Non-Member - Add'l Attendee
$1,300.00 Earlybird rate before February 1