Learning Opportunities

What You Need to Know: 2018 Estate Planning Update

January 09, 2018
1:00 PM CST - 2:00 PM CST


Online Webinar

In these uncertain legal and economic times, it’s important to stay abreast of changes and potential changes that might be coming your way.

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Pre-Forum Workshop: Raising Responsible Children and Growing Goodness

February 28, 2018
3:00 PM CST - 7:00 PM CST


La Valencia Hotel
1132 Prospect Street
La Jolla, CA 92037
Venue website

Raising moral, financially responsible and independent kids is no easy feat.

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Managing Risk, Innovation, and Disruption

March 01, 2018 10:00 AM CST to March 02, 2018 7:00 PM CST

La Valencia Hotel
1132 Prospect Street
La Jolla, CA 92037

Risk, innovation, and disruption are integral to successful multigenerational family businesses

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Family Office Series: Structuring and Hiring

May 15, 2018
1:00 PM CDT - 2:00 PM CDT


Online Webinar

Not all Family Offices are multi-floored office buildings staffed with professionals.

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The Board's Role Between the Family and the Business

July 17, 2018
1:00 PM CDT - 2:00 PM CDT


Online Webinar

All Boards of Directors have a robust fiduciary responsibility whether they sit on public or private boards.

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Family Education and Responsible Ownership

August 14, 2018
1:00 PM CDT - 2:00 PM CDT


Online Webinar

What is responsible ownership?

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Social Media Boot Camp

November 07, 2018
1:00 PM CST - 5:00 PM CST


Rosewood Mansion on Turtle Creek
2821 Turtle Creek Blvd
Dallas, TX 75291
Venue website

Do you feel lost in a quagmire of social media apps? Which is which? What do they do? How do they work?

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Nurturing Family Engagement Across Generations

November 08, 2018 8:00 AM CST to November 09, 2018 3:00 PM CST

Rosewood Mansion on Turtle Creek
2821 Turtle Creek Blvd
Dallas, TX 75291
Venue website

Some families have successfully engaged numerous relatives in the business and the business of the family.

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Innovative Family Philanthropy 12-5-18

December 05, 2018
1:00 PM CST - 2:00 PM CST


Online Webinar

To whom much is given, much is expected – so goes the quote. How does your family and family business pay it forward?

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