Family Office Solutions Series

The Family Office Conundrum

Presentations

Presentation materials and recordings where available
Keynote
| 03/05/22
Keynote
Thought Leadership
Frederik Gieschen | 03/05/22
Frederik Gieschen
Keynote
Thought Leadership
Panel 2: Taz Sherwani | 07/11/24
Panel 2: Taz Sherwani
Wates Family Office
Taz Sherwani
Keynote
Thought Leadership
Guy Ropner | 03/05/22
Guy Ropner

Speakers

Personal bios and useful information
The Family Office Conundrum
Keynote
The Talent Challenge for Family Offices
Mr. Gieschen graduated from the Universität Mannheim and began his career at Macquarie Group in New York. He worked on the investment team at two New York-based family offices before covering private credit at investment consulting group Aksia. He currently writes a newsletter with profiles of investors and entrepreneurs and consults for investment managers and fintech companies.
Keynote
Thought Leadership
Taz Sherwani
Wates Family Office
Top Governance Mistakes
Taz heads up the Wates Family Office, a 4th Generation Enterprise with its heritage in Construction and the Built Environment. Alongside his day to day management role, Taz is very much focussed on portfolio management, tax and legal oversight, implementing wealth diversification strategies and planning for Next Generation transition.   Prior to joining the Wates Family Office, Taz spent 20 years in global Finance, Management Consulting and Investing roles with Unilever, Accenture and Fidelity's proprietary investment arm at Eight Roads.   
Keynote
Thought Leadership
Staffing and retaining talent in the Family Office world
Guy has been headhunting for more than 20 years. His Master’s thesis at Imperial College was on the performance of unquoted companies. Since then he has recruited for Single Families across North and South America, the UK and across Europe, whether that be in their Head Office functions or wide ranging operating subsidiaries. Head Office roles would include CEO, Chief of Staff, CFO, CIO, Head of Legal or Property Directors and the operating subsidiaries have ranged from funds to commodity trading, property, hotels, student accommodation, tanker or offshore supply fleets, power generation, software and manufacturing.
Keynote
Thought Leadership

Corporates

Company backgrounds and useful links.
The Family Office Conundrum
Keynote
The Talent Challenge for Family Offices
Mr. Gieschen graduated from the Universität Mannheim and began his career at Macquarie Group in New York. He worked on the investment team at two New York-based family offices before covering private credit at investment consulting group Aksia. He currently writes a newsletter with profiles of investors and entrepreneurs and consults for investment managers and fintech companies.
Keynote
Thought Leadership
Wates Family Office
Taz Sherwani
Top Governance Mistakes
Taz heads up the Wates Family Office, a 4th Generation Enterprise with its heritage in Construction and the Built Environment. Alongside his day to day management role, Taz is very much focussed on portfolio management, tax and legal oversight, implementing wealth diversification strategies and planning for Next Generation transition.   Prior to joining the Wates Family Office, Taz spent 20 years in global Finance, Management Consulting and Investing roles with Unilever, Accenture and Fidelity's proprietary investment arm at Eight Roads.
Keynote
Thought Leadership
Staffing and retaining talent in the Family Office world
Guy has been headhunting for more than 20 years. His Master’s thesis at Imperial College was on the performance of unquoted companies. Since then he has recruited for Single Families across North and South America, the UK and across Europe, whether that be in their Head Office functions or wide ranging operating subsidiaries. Head Office roles would include CEO, Chief of Staff, CFO, CIO, Head of Legal or Property Directors and the operating subsidiaries have ranged from funds to commodity trading, property, hotels, student accommodation, tanker or offshore supply fleets, power generation, software and manufacturing.
Keynote
Thought Leadership