How Private Company Directors Can Best Serve Family Offices and Their Portfolio Companies

Overview

As family offices continue to evolve from wealth stewards to active investors and business operators, the opportunity for experienced board directors to add value has never been greater. With a wave of generational transitions underway, many family enterprises are seeking independent board members who can bring strategic insight, governance rigor, and a trusted perspective—especially in navigating growth, succession, and direct investments. Please join us for an in-depth dialogue to explore how private company directors can serve family offices and their portfolio companies with purpose, discretion, and long-term impact.

Registration

$35 Member Registration Fee
$50 Non-Member Registration Fee

Parking

Register 

Thank you to our National Sponsors!

Thank you to our Chapter Sponsors!

BRONZE SPONSOR

Thank you to our Event Sponsor!

Speakers

Adrian Cronje, Ph.D., CFA, is the Founding Partner of Balentine, a nationally recognized investment firm, where he serves on the management committee and investment strategy team. Under his leadership, the firm has been honored by Barron's as a Top 100 Independent Advisor, recognized by Inc. as one of America’s fastest-growing companies, and named a top RIA by Citywire.

A trusted advisor to family enterprises and generational wealth creators, Adrian brings deep expertise in investment strategy, governance, and legacy planning. He is co-author of First Generation Wealth, winner of the 2023 Nautilus Book Award, and a frequent speaker on the intersection of wealth and stewardship. His insights have been featured in Fast Company, Real Leaders Magazine, and national forums on family office strategy.

Adrian holds a Ph.D. and master’s degree in economics and finance from the University of Cambridge and a bachelor’s degree from the University of Cape Town. He is a Chartered Financial Analyst and serves on the Journal of Wealth Management Editorial Board.

Adrian has been named one of Atlanta Business Chronicle’s Most Admired CEOs and a Top 40 Under 40 leader. He currently serves as President of the Rotary Club of Atlanta and is a member of YPO and the Chief Executives Organization.

Rick Hall serves as the Chief Executive Officer of Hall Brothers, a family-owned constructionand infrastructure company with a legacy dating back to 1917. Under his leadership, Hall Brothers has expanded its operations across multiple states, specializing in asphalt paving aggregate production, and innovative pavement technologies. Rick is recognized for his commitment to quality, safety, and sustainable construction practices, steering the company through significant growth while maintaining its foundational values.​ 

In addition to his role at Hall Brothers, Rick contributes his expertise to the company's Board of Directors, providing strategic guidance and industry insights. He holds a degree in Business Administration from Emory University's Goizueta Business School.​

Moderator

Thomas will lead an in-depth dialogue with expert panel members.

Event Host

We Appreciate Our Host and Sponsor:

Chris McDaid serves as Managing Director and Southeast Region Head for Commercial Banking at BMO. Based in Atlanta, he leads the firm's efforts to expand its presence across the Southeast by delivering comprehensive banking and capital markets solutions to mid-sized public and private companies. With over six years at BMO and more than two decades of industry experience, Chris brings deep expertise in regional growth strategy and a client-focused approach to helping companies access the tools, insights, and capital they need to succeed.