Tuesday, January 15, 2026 | Fordham University, Lincoln Center, NYC
McNally Amphitheater | 140 West 62nd Street New York NY 10023

4 PM ET — Arrival and Networking

5 PM ET — Stewardship and Strategy: The Architecture of Enduring Institutions
From family offices to banks, longevity depends on values as much as vision. In an era defined by volatility, digital disruption, and intergenerational change, trust remains the most valuable currency in finance. In this keynote, the Apple Bank CEO reflects on building institutions that last—balancing growth and governance, tradition and innovation. It’s a blueprint for leaders who seek not just success, but sustainability across generations.

Steven Bush, Chairman, President, and CEO of Apple Bank

5:20 PM ET — Family Office Fireside Chat

LaMar Wright, McBride Family Office

LaMar Wright brings a grounded, real world perspective on how modern family offices operate, evolve, and steward multigenerational wealth. His experience managing investment priorities and long term strategic planning offers a clear look at what it takes to build a resilient family office in a rapidly changing environment. The conversation will explore how families define their purpose, structure decision making, and navigate risk while preserving the values and relationships that hold a family enterprise together.

5:40 PM ET - Panel: Leadership Architecture: How Family Offices Recruit and Retain the Best

Family offices are redefining what exceptional leadership looks like. This conversation explores how modern families identify, evaluate, and retain top executive talent—balancing institutional expertise with the discretion, trust, and cultural alignment that private wealth structures demand. From CEOs and CIOs to next-generation leaders and specialized advisors, this panel will examine emerging trends in executive search, the evolving expectations of principals, and the strategies that ensure long-term alignment between leadership and legacy.

Janice Ellig, Ellig Group, a member firm of IIC Partners, which ranks among the top ten global retained executive search groups
David Hendrickson, President, DLH International and Board of Directors, NACD Connecticut

6 PM ET - The Star Legend Constellation presents Family Offices Moving Across Continents: Privacy, Precision, and Partnership

Family offices move across continents with complex schedules and elevated expectations. This conversation highlights what UHNW families value most today and how trusted travel partners support resilience, privacy, and seamless mobility. The session explores how discerning travelers and their family office teams can craft exceptional journeys through personal connection, thoughtful anticipation, and impeccable execution.

Rob DelliBovi, CEO of RDB Hospitality Group

6:30 PM ET — Reception