Elvira Orza
Head of the Americas
Trusted Family
Elvira Orza joined Trusted Family in 2014 and is the Head of the Americas, overseeing business development and client success. Based in New York, Elvira was Trusted Family’s first hire in the US and helped to make the US Trusted Family’s biggest market. Before joining Trusted Family, Elvira was a partner at Family Office Metrics, (now part of Ernst & Young) a leading provider of technology, operations and strategic consulting to the ultra-high-net-worth family office marketplace. Having extensive experience working with family offices and family businesses, she understands the unique complexities of enterprising families.
SESSIONS
Workshop I: A Strategic Approach to Family & Shareholder Engagement Through Technology – Speaker
What do you think of when you read/hear the word “engagement”? How do you “engage” with your family members and shareholders today? Does your “engagement” pattern change depending on who you are engaging with? This session will take you back to the very basics of engagement by leveraging the strength of Jay Hughes’ five Family Capitals — Human, Intellectual, Social, Relational and Financial. We will learn:
How to (re)define “engagement” in the context of your family organizational and governance structure
Key elements for successful engagement through technology
How to create a phased approach and strategic plan to execute your engagement goals and maintain the family legacy