Growing Wealth Outside the Family Business
                    Each generation defines their own path. Supporting this evolution requires building multiple sources of sustainable 
                    revenue streams for income generation. In this breakout, we’ll talk about the benefits of diversifying family wealth 
                    beyond the core operating business. We’ll look at examples of families who have taken this path as a means for funding 
                    new ventures and engaging family members in shared ownership.
                                      Anna Nichols                                   William Shannon                               Jason Laurie
                                      Director of Communications                     Director of Strategic Growth                  CIO
                                      Altair Advisers LLC                            Altair Advisers                               Altair Advisers
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    Growing Wealth Outside the 
          Family Business
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       Presenters
                  William C. Shannon                    Jason M. Laurie
                  Director of Strategic Growth          Managing Director and 
                                                        Chief Investment Officer
                  wshannon@altairadvisers.com 
                                                        jlaurie@altairadvisers.com 
                                                        Anna E. Nichols
                                                        Director of Communications
                                                        anichols@altairadvisers.com 
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              Polling Questions
           1.  What generation of business ownership is your family? 
                 A. First
                 B. Second
                 C. Third
                 D. Fourth or beyond
           2.  What percentage of your family members is actively engaged in business operations?
                 A. Below 25%
                 B. 25-50%
                 C. 51-75%
                 D. Greater than 75%
           3.  Does your family currently have shared ownership of wealth-generating assets beyond the family business?
                 A. Yes
                 B. No
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       An “Enterprise” Approach
                                 Growth of Family
                                Growth of Assets