speaking engagements & events

September 2021
Monday Tuesday Wednesday Thursday Friday Saturday Sunday
August 30, 2021 August 31, 2021 September 1, 2021 September 2, 2021 September 3, 2021 September 4, 2021 September 5, 2021
September 6, 2021 September 7, 2021 September 8, 2021 September 9, 2021 September 10, 2021 September 11, 2021 September 12, 2021
September 13, 2021 September 14, 2021 September 15, 2021 September 16, 2021 September 17, 2021 September 18, 2021 September 19, 2021
September 20, 2021 September 21, 2021 September 22, 2021 September 23, 2021 September 24, 2021 September 25, 2021 September 26, 2021
September 27, 2021 September 28, 2021 September 29, 2021 September 30, 2021 October 1, 2021 October 2, 2021 October 3, 2021

Financial Management for the Family Office Program at Pepperdine University

Date:  Sept 24th-26th

What:  Evidence exists that well-crafted documents, even with well thought out investment strategies and tax planning, remain a high-risk strategy without an intentional focus on the family.  While most families can settle for “good” families, the complexities of family enterprises warrants creating a “high-performance family.”  Often, it’s dealing with what’s behind the money that is critical in developing a comprehensive strategy for multi-generation sustainability. Join Dr. Jamie Weiner and Dr. Carolyn friend, as they present Creating a High Performance Family: A Prerequisite for Multi-Gen Survival.

This two-and-a-half-day program introduces family office personnel and advisors to best financial management practices to better manage their organization’s finances and make informed investment decisions.

Register for the event here

 

are you interested in having us speak at your event?

Contact us today about booking a speaking engagement.


I AM A…(required)

I AM LOOKING FOR…(required)

First Name

Last Name

Email

Phone