speaking engagements & events

September 2020
Monday Tuesday Wednesday Thursday Friday Saturday Sunday
August 31, 2020 September 1, 2020 September 2, 2020 September 3, 2020 September 4, 2020 September 5, 2020 September 6, 2020
September 7, 2020 September 8, 2020 September 9, 2020 September 10, 2020 September 11, 2020 September 12, 2020 September 13, 2020
September 14, 2020 September 15, 2020 September 16, 2020 September 17, 2020 September 18, 2020 September 19, 2020 September 20, 2020
September 21, 2020 September 22, 2020 September 23, 2020 September 24, 2020 September 25, 2020 September 26, 2020 September 27, 2020
September 28, 2020 September 29, 2020 September 30, 2020 October 1, 2020 October 2, 2020 October 3, 2020 October 4, 2020

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