speaking engagements & events

November 2020
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Category: EVENTCreating High-Performance Families: A Virtual Roundtable Discussion

November 14, 2020 November 15, 2020
November 16, 2020 November 17, 2020 November 18, 2020 November 19, 2020 November 20, 2020 November 21, 2020 November 22, 2020
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November 30, 2020 December 1, 2020 December 2, 2020 December 3, 2020 December 4, 2020 December 5, 2020 December 6, 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

 

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