Upcoming Webinars

From Business Wealth to Family Wealth

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

Past Webinars

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

What Is a True Family Office? Exploring different structures and paths to success

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

What’s Your Family Factor?

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

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

Powering Family Business Growth: Tax-Smart Strategies Under OB3

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

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

Under Constant Attack: When Family Offices & Family Businesses Fall Short on Cybersecurity

Discover how family offices can balance rising operational costs with mounting cybersecurity risks — and where to focus limited resources for the greatest impact. Oct 23, 2025 | 2 PM ET – 11 AM PT

FAQs and Strategic Considerations: One Big Beautiful Bill

Learn how family businesses can navigate the One Big Beautiful Bill’s new provisions — from R&D credits to estate planning opportunities — and position their companies for long-term success. Oct 9, 2025 | 2 PM ET – 11 AM PT

The Cost of Waiting: Lessons from Families Who Modernized Too Late

Learn the practical strategies leading family businesses have in place to shift from reactive shareholder management to proactive systems that scale. Sept 26, 2025 | 1 PM ET - 10 AM PT

From Lemonade Stands to Legacy: Sparking Entrepreneurial Fire in Your Children and Grandchildren

Join a powerful discussion on how to raise principled, purpose-driven heirs—so your legacy is measured not just by what you pass down, but by who carries it forward.