What Event Organizers Say
Recent Engagements
UBS Family Office Summit
How and When to Start Governance
June 1, 2026
Star Legend XP
Insights into Long-Term Generational Stewardship: How Enterprising Families Navigate Alignment, Transitions, and Conflict
March 12, 2026
Delaware Valley Family Business Center Event
Grate Innovation and Transitions: Sargento Style
March 11, 2026
Goldman Sachs Family Founders Dinner
For the Future: Enabling Multi-Generational Legacy & Stewardship
January 26, 2026
Cresset Family Office Virtual Event
Success in Succession: Preserving Legacy While Empowering the Next Generation
January 21, 2026
Vistage Family Business Event
Building a Multi-Generational Family Business: What to Consider and How to Do It
June 17, 2026
WMC Foundation Family Business Forum
Keynote: Family Dynamics: The Key to Building an Enduring Family Business Legacy
April 23, 2025
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