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Family Office Leadership Program

As we emerge from COVID-19 and adapt to the ever changing world, we transformed our flagship ‘Family Office Leadership Program’ into a virtual summit. Often described by participants as ‘the Davos for Family Offices’, we are pleased to present thought provoking sessions informed by family office experts and leaders plus some of the brightest minds on the planet. The 2020 theme was ‘Resilience and Sustainability’ in investing, family matters and operational practices.

Family office leadership program illustration

Replays

Citi Private Capital Group invites you to watch the 2020 Family Office Leadership Program Virtual Summit sessions.

Meet our people

We are excited to host this event for you with James Holder, Global Head of Citi Private Capital Group, as the master of ceremonies.

James Holder caricature
James Holder
Global Head of Citi Private Capital Group

James has overall responsibility for addressing the needs of Citi Private Capital Group’s clients.

Previously, James was Global Market Manager for Northern Europe, also overseeing the coverage of family office clients across EMEA.

Before joining the Private Bank from Barclays in 2005, James was founding partner and finance director of a digital television start-up venture. He originally trained as a chartered accountant within Coopers & Lybrand’s corporate finance practice. He joined has also worked in mergers & acquisitions transactions at Samuel Montagu, and subsequently for James Capel.

James graduated from Manchester University in 1992 with a bachelor’s in economics. He is a fellow of the Institute of Chartered Accountants in England and Wales.

Stephen Campbell caricature
Stephen Campbell
Chairman of Citi Private Capital Group

Stephen advises families of significant wealth on best practices in family office and investment management. He has authored articles on topics such as creating a family office, investment management principles and the characteristics of successful multi-generational families.

Previously, he was chief investment officer of a Seattle-based family office, and has held senior investment and technology roles with Fidelity Investments in Europe and the US. Stephen was founder and CEO of two financial technology companies, and has led investments in numerous early-stage companies.

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James Holder caricature
James Holder
Global Head of Citi Private Capital Group

James has overall responsibility for addressing the needs of Citi Private Capital Group’s clients.

Previously, James was Global Market Manager for Northern Europe, also overseeing the coverage of family office clients across EMEA.

Before joining the Private Bank from Barclays in 2005, James was founding partner and finance director of a digital television start-up venture. He originally trained as a chartered accountant within Coopers & Lybrand’s corporate finance practice. He joined has also worked in mergers & acquisitions transactions at Samuel Montagu, and subsequently for James Capel.

James graduated from Manchester University in 1992 with a bachelor’s in economics. He is a fellow of the Institute of Chartered Accountants in England and Wales.

close icon
Stephen Campbell caricature
Stephen Campbell
Chairman of Citi Private Capital Group

Stephen advises families of significant wealth on best practices in family office and investment management. He has authored articles on topics such as creating a family office, investment management principles and the characteristics of successful multi-generational families.

Previously, he was chief investment officer of a Seattle-based family office, and has held senior investment and technology roles with Fidelity Investments in Europe and the US. Stephen was founder and CEO of two financial technology companies, and has led investments in numerous early-stage companies.

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