OUR EVENTS

We provide events for high net worth families and those who work with them.

FAMILY INSTITUTE

A peer-to-peer gathering where families discuss issues of legacy, generosity, and family dynamics.

2019 EVENTS 

 October 2019, Dallas Texas

WATCH TESTIMONIAL

ADVOCATE SUMMIT

A gathering of professionals who work with high capacity families and want to grow their legacy planning skill set.

2019 EVENTS

May 2019, Lombard Illinois

2020 DATES COMING SOON