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Theresa Chope

May 20, 2026

5:40
So how has this concept of the global lifestyle calendar evolved for our ultra-high net worth individuals and their families? Tell us a little bit more about that.
5:49
So, um, that's such a great question.
5:51
The families that really do this exceptionally well really are working with their family officeThink about their calendar almost as a CIO construct.
6:04
And so they allocate their time, they think about the major events that really define the rhythm of their year, and then they diversify between cultural moment-- cultural moments, restorative moments, intellectual pursuits, and family-only time, which is still so critical.
6:22
And, um, and then there's still white space for them to be unscripted occasionally, which is still quite a luxury, um, these days.
6:30
And so while everybody values spontaneity, when a family lives in ro-reactive mode, um, they end up with a calendar that is blurred.
6:39
So what we do is we really, um, try to help families think about, um, whe-what they want to show up for, who they want to bring, how they want to arrive, and really what access they want to secure, um, and what they decline.

7 MINS LATER

14:09
But in your experience, Theresa, has it fundamentally changed what's even possible for a family trying to construct this ambitious life? Is it-- Does it go beyond those logistics?

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