• What topics would be of most interest to you for these webinars?

    We value your partnership and want to make sure our programming and resources are built around your interests and needs.

  • Please indicate below the five topics you are most interested in from the list below:

    • Estate planning (Strategy, Structure, Administration)
    • Philanthropic planning
    • Financial education
    • Investment education
    • Income tax strategies
    • Private foundation management
    • Risk management (Life insurance, Physical security, Collectibles, Property and casualty, Cyber)
    • Private equity due diligence
    • Family office technology (Accounting, Holdings reporting, Secure communications)
    • Family meetings (When, Where, How)
    • Family governance (Introduction, Structure, Compliance)
    • Family communications (Across generations, Across family branches, Family office staff and family members, Family meetings, Structure/guidelines)
    • Family office best practices (Structure, Staffing, Services)
    • Family education (Age-appropriate levels, New spouses, Other)
    • Staffing (Screening, Hiring and management, Policies and procedures)
    • Aviation, watercraft, and private residences (Acquisition, Risk mitigation, Management)
  • How else can our team be helpful?

    We would appreciate if you have suggestions for additional programming and topics for future webinars.