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

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

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

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