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Raising Risk at Your Next Family Meeting

Whether your family is part of a family office or a family business, our discussion will provide practical advice on recognizing your unique risk profile. We will also detail how to build a risk discussion into your annual financial planning meeting with your advisors. April 7, 2026 | 2 PM ET - 11 AM PT

Warm Socks for Those Cold Feet: How Prenups Strengthen Marriages and Protect Family Wealth

Join this webinar for a practical discussion on how prenuptial agreements fit into thoughtful family and business planning, when they work best, where they fall short, and how open, values-based conversations can support both strong marriages and long-term family enterprises. February 11, 2026 | 2 PM ET - 11 AM PT

Digital Exposure: The Hidden Security Threat to Family Businesses

This session reveals how publicly available data creates pathways for both digital and physical threats, why traditional security measures fail to address this exposure, and how proactive data removal disrupts threat actors before they can weaponize personal information against your leadership team and their families. Nov 13, 2025 | 2 PM ET – 11 AM PT

Beyond the Hype: How AI Is Reshaping Wealth Management

In this webinar, we reveal how forward-thinking family offices and wealth owners are using AI today — not just to automate routine tasks, but to unlock new insights, sharpen decision-making, and gain a strategic edge. October 29, 2025 | 2 PM ET - 11 AM PT

Myths, Realities and Solutions for Conflict in Enterprising Families

Don’t miss this opportunity to gain practical tools for resolving conflict and strengthening your family enterprise.