Events

Stepping Up as Trustee: When Family Steps Up to the Role of Trustee

Resilience and the Family Office Jeffersonian Dinner

The Modern-Day Family Office: How to Properly Structure and Select Resources That Fit Your Family’s Needs

Women and Impact Investing: Catalysts, Causes and Capital

Beneficiary Financial Fitness: Educating Inheritors to Develop Financial “Core Strength

Social Investing: Building Systems that Attract Investors

Family Office Best Practices

The Modern Day Family Office: How to Properly Structure and Select Resources that Fit Your Family’s Needs

Pearls and Perils of Direct Investing

The Direct Investing Panel

Other Notable Engagements