Webinars

Learn how integrated decision-making across investments, tax, estate, and operations can meaningfully improve outcomes — and how a thoughtfully designed family office structure can reduce risk, enhance efficiency, and provide greater clarity and peace of mind for multigenerational families. January 20, 2026 | 2 PM ET - 11 AM PT

This webinar will explore how love, expressed through intentional care, shapes the Family Factor—revealing when it strengthens trust and governance, when it creates imbalance, and how families can apply it wisely to build healthier, more resilient systems. December 4, 2025 | 2 PM ET - 11 AM PT

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

This webinar will unpack the most impactful provisions of OB3 and share actionable strategies to help family-owned businesses optimize their tax position, boost cash flow, and plan for long-term growth. November 20, 2025 | 2 PM ET - 11 AM PT

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