Jackson Hole Family OfficeWinter Summit

UHNW Family Dynamics and Building Families that Flourish – Brandon Schaefer

Preparing Families for the Next Generation

Governance, next-generation preparation, technology, and the enduring family enterprise

Health is Your Greatest Asset

Longevity, performance, and living well

Preventive health, sleep, nutrition, strength, cognitive health, and practical longevity

Break

Reverse Endowment Model – Dr. Kristofer Gray

Developing capable, grounded, and resilient heirs

Asset Allocation, Asset Location, Asset Liquidity

Lunch

Trusts and Estates and PPLI – Structures for Generational Wealth

Why Structures and Asset Class Matters – Dynasty Trusts, PPLI, Div PE IDF

How Tax Alpha can create an inflection point opportunity for families

PPLI Coordinator – William Kambas, Philip Harrington

Founders Fireside Conversation – Jackson Hole Still Works

Lessons from Building, Selling, and Living Well

A candid discussion of entrepreneurship, family priorities, life after liquidity, mistakes, lessons, and legacy.

Global Economic & Investment Outlook

Private Markets Panel

Where leading family offices are investing today

• Private equity and venture capital
• Private credit
• Co-investments and direct deals
• Manager selection and due diligence

Break

Alternative Investments & Real Assets

Diversification beyond traditional portfolios

• Real estate and infrastructure
• Energy and natural resources
• Agriculture and other real assets
• Emerging and opportunistic strategies

Lunch

CIO Best Practices

Building Resilient Portfolios for the Decade Ahead

• Portfolio construction – Balance Sheet, Asset allocation, Asset location & liquidity
• Risk and liquidity management
• Direct investing
• Lessons from leading family offices

Private Equity Panel

Moderated by Dr. Kristofer Gray, this panel convenes senior leaders from premier private equity firms. Our panelists will discuss the current state of the private equity landscape, emerging opportunities across sectors, and how family offices can thoughtfully evaluate and access institutional-quality investments. The conversation will address deal flow, due diligence considerations, and the evolving relationship between PE sponsors and family capital.

Private Credit Panel

As private credit continues its remarkable growth trajectory, this panel brings together experts from leading firms to explore the expanding universe of direct lending and credit strategies. Our discussion will examine how private credit fits within a family's broader allocation, the risk-return profiles across different credit strategies, and what the current market environment means for income-oriented investors seeking alternatives to traditional fixed income.

Morning Break

Refreshments and time to connect with fellow attendees and panelists.

Real Estate Panel

Our real estate roundtable features institutional perspectives from firms that collectively manage hundreds of billions in real assets worldwide. The panel will explore opportunities across the property spectrum, from office and retail repositioning to industrial logistics, multifamily housing, and agricultural land. We'll discuss tax-advantaged structures including Qualified Opportunity Zones, 1031 exchanges, Delaware Statutory Trusts, and UPREIT transactions—strategies that can help families preserve and transfer wealth while maintaining real estate exposure.

Lunch

A relaxed lunch providing opportunity for continued conversation and relationship-building.

The Family Balance Sheet: A Holistic Perspective

This working session takes a step back from individual investment categories to examine the complete family financial picture. We'll explore the interplay between asset allocation, asset location, and liquidity planning—and how thoughtful coordination across these dimensions can generate both investment alpha and tax alpha. Grounded in a "Family, Health, Wealth" philosophy, this session offers a framework for thinking about your family office not just as an investment vehicle, but as an enterprise designed to support flourishing across generations.

Afternoon Break: Family Time & Recreation

The afternoon is yours to enjoy everything Jackson Hole has to offer. Hit the legendary slopes of Jackson Hole Mountain Resort, explore the valley's pristine cross-country trails, or simply relax at the Four Seasons spa. This is time for families to reconnect and create memories together—because families that play together, stay together.

Founder's Talk: An Artist's Journey

We reconvene for an inspiring conversation with a celebrated local artist whose creative journey offers a different lens on building something of lasting value. Her story illuminates the parallels between artistic vision and entrepreneurial purpose—and reminds us that legacy takes many forms.

Advanced Wealth Strategies for Business Owners

Dr. Kristofer Gray presents Integrity Financial's distinctive approach to family wealth management. This session introduces the Reverse Endowment Model and an enhanced Rockefeller Waterfall concept—sophisticated frameworks for thinking about capital preservation and distribution across generations. We'll also candidly discuss the ten most common mistakes families make when selling a business, and how proactive planning can help you avoid costly missteps during one of your family's most significant financial events.

Lunch

A final opportunity to dine together and deepen the connections formed throughout the weekend.

Bringing It All Together: Real Estate, Wealth Transfer & Generational Planning

Our summit concludes with a distinguished panel that weaves together the weekend’s central themes into a unified conversation about building and preserving multi-generational wealth. Moderated by Loren Wengerd of Integrity Financial, this closing roundtable brings together Andrew Ellett of Engel & Völkers Jackson Hole, Dr. Kristofer Gray of Integrity Financial, Daxs Stadjuhar of Integrity Financial, and Laurent Roux of Willow Street Trust Company—each offering a distinct lens on the strategies that matter most to business-owning families.

The discussion will explore real estate’s unique role in sophisticated wealth planning, covering tax-advantaged approaches from basis step-up and 1031 exchanges to cost segregation and tax-free cash-out refinancing. But more than tactics, this panel examines how the tools we’ve discussed throughout the weekend—private markets, trust structures, tax strategy, and real estate—work together within a cohesive family wealth plan. We’ll explore how assets can serve different purposes across generations, from wealth accumulation in revocable trusts to long-term transfer through dynasty structures. The conversation will also address the human side of wealth: the family dynamics, intentional communication, and shared values required to ensure that financial legacies strengthen rather than strain the bonds between generations.

Closing & Farewell

As our summit concludes, we'll take a moment to reflect on the insights shared, the connections made, and the conversations that will continue long after we leave Jackson Hole. Safe travels, and we look forward to welcoming you again.