Curated Moments. Legendary Experiences.

Professionalizing the Modern Family Office
in a New Risk Landscape

Tuesday, November 11, 2025
3-7pm ET

Grant Thornton | 757 Third Avenue, 9th Floor | New York, NY 10017
Between 47th and 48th Streets

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3 PM ET — Arrival and Networking

In today’s volatile environment, family offices face a complex array of risks—from cyber threats and geopolitical uncertainty to governance, succession, and reputational challenges. Our next Star Legend XP Gathering convenes a select circle of principals, investors, and advisors for a candid, closed-door conversation on how the most sophisticated families are professionalizing their operations. The evening will explore:

• Risk Management in 2025 and Beyond
  Building resilience against financial, operational, and digital disruptions

• Professionalizing Governance
  Lessons from institutional practices adapted for family offices

• Culture, Legacy & Continuity
  Balancing innovation with the enduring values that define multi-generational wealth

This intimate gathering will offer practical insights, shared experiences, and a framework for navigating the new risk landscape while preserving the values and legacies that matter most.

4 PM ET — Fireside Chat: From Beauty to Resilience: Building Timeless Legacies

Asya Nagdimova
Managing Director
Melville Management Corp. (Estee Lauder family office)

A fireside chat exploring how families that have built iconic brands think about risk, governance, and resilience. This conversation will focus on timeless beauty, governance and family continuity.

• Translating brand-building discipline into family office governance.

• How to adapt when industries and global risk environments shift.

• Preserving values across generations while professionalizing operations.

4:30PM ET - NEXTGEN Segment
Introducing the NextGen segment by Star Legend XP, a new chapter dedicated to the next generation of family leaders, entrepreneurs, and investors shaping the future of legacy. This initiative continues our mission to cultivate responsible leadership, intergenerational collaboration, and enduring value creation.

As concern grows around the impact of toxic social media on youth mental health, this conversation explores how the next generation is challenging the status quo, reimagining digital spaces that empower rather than exploit.

Gen Z vs. the Algorithm: Inventing a Healthier Digital Future

Steve Rosenbaum, Executive Director, Sustainable Media Center
Emma Lembke, Director, GenZ Advocacy, Sustainable Media Center

5 PM ET — The Star Legend Constellation presents
From Complexity to Clarity: Technology as the Backbone of the Professionalized Family Office

Charmaine Tang, CEO | ORCA Americas (subsidiary of ORCA AG)
Tomas Hurcik, CEO, Orca AG

This session explores how technology is transforming governance, compliance, and risk oversight in the modern family office.

• Professionalizing through Technology: How entity management, structure charts, and compliance tools reduce risk and free up time for strategic work.Preserving values across generations while professionalizing operations.

• Balancing Human Judgment & Digital Infrastructure: Where technology ends and family office leadership must step in.

• Operational Efficiency as a Risk Control: Why reducing manual processes and consolidating data is more than just convenience—it’s a resilience strategy.

5 PM ET — Reception

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