Webinars

Healthcare is one of the largest and most complex sectors of the global economy — and a growing area of focus for family offices...

This four-part series takes family business owners on a deep dive into mastering liquidity strategy — from understanding when and why different liquidity options make sense, to structuring solutions that fuel both business growth and family office development.

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

For business-owning families, the challenge isn’t just financial performance — it’s aligning money with lifestyle priorities, leadership readiness and long-term continuity. Too often, traditional financial planning falls short of addressing the complex realities families face at moments of growth, transition and succession. This webinar introduces a modern, family-centered operating model that reframes wealth beyond balance sheets—helping families make better decisions, strengthen resilience and preserve what truly matters across generations. February 26, 2026 | 2 PM ET - 11 AM PT

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