speaking engagements & events

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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