Utah Family Office Convergence Salon - October 2026

Family Office Partners R. Scott Beach and Daniel Diaz Leyva  presented during the "Building for Generations: Best Practices in Family Office Formation, Structuring, Governance and Next Generation Planning" workshop session. The two shared practical insights on family office formation and structuring, governance and next generation planning, and the legal and strategic framework for family investments across private equity, venture capital and real estate. The discussion focused on families approaching a major transition, including those contemplating the sale of a business or preparing for a significant liquidity event and the decisions that should be made well before the transaction occurs.