Family Offices: Building Structures for Lasting Change (9/19/25)

This is an in-person program hosted at The Chicago Bar Association building (321 S. Plymouth Court, Chicago, IL 60604). Lunch will be provided.

In an era where families of wealth are not just funding change, but building the systems that make it possible, structure matters more than ever. This panel brings together legal, financial, and operational architects behind innovative social enterprises, with a focus on LiftUp Communities and LiftUp Enterprises, a pioneering hybrid model launched with the contributions of families. Through this case study, we’ll explore how families are moving beyond grantmaking to create integrated nonprofit and for-profit structures that self-sustain, scale, and endure. Panelists will discuss the legal frameworks enabling this complexity, the role of system orchestration in connecting capital to impact, and how family offices can use structure as a lever for long-term, systemic transformation. This program will include a panel discussion and luncheon included with registration. 

Takeaways include: 
• How hybrid structures enable both philanthropic and earned revenue strategies
• Legal and governance considerations in system design
• The role of family offices as conveners, funders, and system builders
• Lessons from LiftUp: pitfalls, pivots, and possibilities 

Speakers: 
Julian Posada, President & CEO, LiftUp Enterprises
Scott Kapp, Partner, DLA Piper 
Additional speakers TBA

Moderator:
Laura Coy, William Blair

Julian G. Posada
President, LiftUp Enterprises
A catalyst in social enterprise, currently founder and President of LiftUp Enterprises, a for-profit holding company that focuses on both economic and social outcomes of low-income individuals grounded in dignity-based operating principles, and founder and Executive Director of LiftUp Communities, a 501(c)(3) platform partner purposed to create better stability and mobility solutions for company workers, their family and friends.

Scott Kapp
Partner, DLA Piper
Scott serves as a thought-partner to his clients, focusing on their objectives.  His advice and support are designed to provide entrepreneurs, investors and company owners with legal and business insights to help them make the best possible decisions – this approach allows him to be an effective partner to a diverse group of companies at all stages and to all types of investors.

Laura Coy (Moderator)
Partner, Head of Philanthropy and Sustainability, William Blair
Laura Coy is responsible for overseeing William Blair’s philanthropy and sustainability teams and responsibilities. In this role, she works closely with clients, key stakeholders, and colleagues around the world to develop and optimize their sustainability efforts and charitable giving.

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Live CBA Committee meetings and seminars will take place via Zoom webinar.  You will click on "view video" and be directly connected to the meeting/seminar on Zoom.  (You will not receive a Zoom link.)

You MUST have Zoom Desktop Client on your Mac or PC to view a live program. If using a mobile device, you must have the Zoom App (available in the App Store or Google Play).

System requirements for Mac & PC can be found here. System requirements for mobile devices can be here.  

Please note that audience members do not need video or audio access.  Audience members are able to submit questions via the chat or Q & A features of Zoom. 

Chat: Open in-meeting chat, allowing you to send chat messages to and send a message to the host, panelists, and attendees (if permitted). Question & Answer: Open the Q&A window, allowing you to ask questions to the host and panelists. They can either reply back to you via text in the Q&A window or answer your question live.