Webinars

Webinar - Planning for Family Real Estate

Feb 19 2020

  A cherished beach house, lakeside cottage, mountain retreat, ranch, or other vacation property can foster deep emotional ties for families, creating unique opportunities and challenges over multiple generations. For some families, they can be...

Hot Topic Webinar - Practical Planning for Retirement Accounts Post-SECURE Act

Mar 03 2020

  Join attorneys Mike Schwartz and Jason Kohout of Foley & Lardner LLP for a discussion of the recently enacted SECURE (“Setting Every Community Up for Retirement”) Act and its potential impact on the family office  and family business...

Webinar - Talent Development for the Family Office

Mar 04 2020

  Talent development is an opportunity and challenge for any business, but the distinctiveness of a family office presents flexibility and greater challenge. In this webinar we will explore: Why talent development may matter more in the family...

Webinar - Exploring the Limits of Irrevocable Trust Restructuring

Mar 11 2020

  Join Rob Galloway and Lisa Canarick of Baker Hostetler LLP for a discussion of trends, learnings, opportunities and pitfalls regarding the restructuring of irrevocable trusts. Topics to be discussed will include: When to consider a non-judicial...

Webinar - Structuring a Fundamentals Framework for Rising Gen Financial Literacy

Mar 18 2020

  Many families have an interest in, and questions about, developing financial literacy in their rising generations. Financial skills and knowledge can be taught and reinforced through experiential learning. This webinar outlines a framework for...

Webinar - The Importance of Coaching for Learning and Development

Mar 25 2020

  We rely on many different professionals in all facets of life to help us meet our goals, give us guidance and ensure our assets are protected. Accountants, attorneys, personal trainers, vacation planners, chefs, assistants. The role of a coach is...

Webinar - 2020 Economic Outlook

Apr 08 2020

  In an environment of highly valued equity markets and near zero interest rates, what are the long-term implications on asset allocation? How do we factor polarization of the economy, political environment, and social unrest into asset allocation...

Webinar - Behind the Curtain: Insider tips for choosing the right insurance advisor

Apr 22 2020

  It can be daunting to find a qualified, trustworthy property and casualty insurance advisor—who not only meets your family or office’s up-front needs, but also aligns with your sensibilities. The selection process can be further complicated...

Webinar - 2020 Cybersecurity Outlook

Apr 29 2020

  Join us for our annual cybersecurity update where experts will share the leading threats you need to be aware of to keep your clients, your firm, and yourselves protected.                 ***Attendees of this webinar are eligible to receive...

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