WEALTH 360: THE LEGACY BLUEPRINT

What does it truly mean to build a legacy that lasts?

Last week in Rome, we came together with an extraordinary community of individuals and families united by a shared commitment to shaping wealth as a force for purpose, legacy, and the greater good at WEALTH 360: The Legacy Blueprint — an exclusive forum co-hosted by The Beam Network, CDFO, and Volnay.

The "Great Wealth Transfer" is unfolding before our eyes, with an estimated $30 trillion set to shift from baby boomers to their children and grandchildren over the next 30 years. Yet for so many families, conversations around wealth remain difficult, often sidestepped to avoid conflict, despite being essential to shaping a meaningful future.

Over one and a half transformative days, we came together to reimagine what wealth stewardship can look like when approached with intention, openness, and heart.

Our journey began with a breathtaking evening at La Dolce Vita Lounge, featuring a truly moving fireside chat with Christine Dawood, exploring themes of grief, resilience, purpose, and transformation, and how legacy evolves even after unimaginable loss.

Day two brought us to the Orient Express La Minerva Hotel for expert-led sessions, interactive workshops, and powerful peer discussions on preserving family wealth across generations, achieving portfolio transparency, and protecting against emerging cyber threats — all while aligning financial stewardship with our core values.

Sessions included:

Legacy and Light: A Fireside Chat with Christine Dawood, facilitated by Michelle Yue

A conversation on Christine’s remarkable journey and her work through Pathway of Light, which touched on profound human themes of grief, resilience, purpose, and transformation. We explored not only personal healing but also how meaning, impact, and legacy evolve after unimaginable loss.

The Family Office Journey, facilitated by Jennifer East, Founder, ONIDA Family Advisors with Guillaume Dauphin and Michelle Yue

The Family Fortune Playbook: Ensuring Your Family Thrives Across Generations with Jennifer East, Founder, ONIDA Family Advisors

What’s the secret to preserving wealth across multiple generations? This interactive workshop helped individuals define their guiding principles and articulate their values to inform decision-making while strengthening purpose.

When Wealth Becomes Complex: Unlocking More Transparency in Your Portfolio with Emmanuel Boujon, Founder, DAPM

A practical session on how improving financial reporting can reveal deeper insights into your portfolio. Using case studies, we explored how to harness data for clarity, better oversight, and increased control over complex holdings.

The Billion Dollar Breach: Lessons in Security and Cybersecurity with Steve Mason, Founder, Nova Blue, and Andrea Gabus, Partner, Herminius

Family offices are under increasing attack from hackers and cybercriminals, and many don’t have the staff or technology to prepare. This session explored real-world lessons from major security breaches, with practical strategies to protect personal and financial data.

We're so grateful to everyone who joined us in Rome and to our partners, CDFO and Volnay, for co-creating such a transformative experience.

Take a look at our gallery from the event below.

Photos: CDFO Photography & Caroline Mindus