• Overview
• Advisor-Sponsored Events
• Organization Events
• Industry Events
• Family Briefings

Overview

Welcome To Our Speakers Bureau

Looking for an exciting new topic for your next client event? Is your firm looking for a keynote speaker on the hottest topic in today's financial services industry?

Consider our Speakers Bureau. 

Our speakers are experts in family dynamics and wealth transition, and include the authors of the highly acclaimed books, Preparing Heirs and Philanthropy, Heirs & Values. 

Our presentations -- we call briefings -- are tailored for your audience, whether it's comprised of high net worth families and individuals, professional advisors or a combination of both. Briefings are:

• One-hour in length plus 30 minutes for questions
• Ideally suited for events sponsored by organizations, associations and businesses whose members work with successful families or are comprised of high net worth individuals
• Easily customized to your specific event
• We'll even do a dial-in conference call briefing

Attention CPAs: Earn CPE credit by attending our Private Briefing; other certifications are being obtained.

Contact Us. Or Call To Learn More. 626.389.8664