Join us for a gathering of experienced professionals who adhere to a biblical worldview and work with high-capacity families. We welcome estate planning attorneys, financial advisors, investment professionals, trust services, counselors and multi-family offices, along with others who work with wealthy families or single family offices.
Keynotes and breakout sessions will be discussion-based and interactive. The content will suit both those seeking an introduction to legacy as well as those wanting to deepen their understanding of it. We will hear from a lineup of world class professionals, connect with peers in this space, and learn practical ways to implement legacy in your practice.