OUR EVENTS

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

FAMILY FORUM

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

FALL 2020

Online Webinar

Registration Coming Soon

SPRING 2021

In-Person Gathering

Dallas, Texas

PAST EVENTS

FAMILY INSTITUTE

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

FALL 2017, 2018 & 2019

WATCH TESTIMONIAL

ADVOCATE SUMMIT

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

SPRING 2018 & 2019

2021 Dates Coming Soon