The Researchers

PETR JOHANES

Anchor — facilitated dialogue
PhD, Stanford University · Empowering Prosperity Solutions · Flying from Europe

Raised in a family office himself, Petr understands from the inside what the research confirms from the outside: that most family office investment committees fail not from a lack of intelligence, but from identifiable behavioral and structural patterns that almost no one talks about honestly. A Stanford PhD at the intersection of AI, philosophy, and education — and a former analyst at the World Bank and investor at Khosla Ventures — he has spent years building a decision-making framework now being sought by digital platforms serving family offices across three continents. He is flying from Europe to join us in Park City.

Speaking on: "The behavioral architecture of investment failure — and what the research actually shows"

CHELSEA TOLER

Next-gen & intergenerational dialogue
Co-Founder & Co-CEO, Logictry · President, KFG Foundation · PhD

The questions Chelsea researches are the ones she grew up inside. As a second-generation family office member and doctoral researcher, she has spent a decade doing what almost no one else has: sitting with 2,000 rising-generation members across family wealth structures and asking what they actually think, want, and fear. Her work — currently expanding through collaborations with Cambridge University and the UK Parliament — reveals a gap between what families assume their next generation wants and what the research actually shows.

Speaking on: "What the next generation is not telling you"