Join TXWSW for a family office event covering the topics that keep family office executives up at night featuring Donna Trammell, Kal Grant and Attorneys with the Blum Firm.
Multigenerational family meetings are a hot topic among wealthy families, but why? Ms. Donna Trammell of Bessemer Wealth Management will review key developments driving this interest, discuss how family meetings can help prepare the next generation to be good stewards of wealth, and share some practical tips and strategies for successfully navigating through family dynamics.
Preparing to Prepare a Family Foundation Investment Policy
Kal Grant, Managing Director of Tolleson Wealth Management, shares her valuable experience with the decisions families need to be made by a non-profit before putting pen to paper on an Investment Policy Statement. Communicating these decisions with your investment manager is key to a successful relationship with a critical partner in your family’s philanthropic legacy.
Squeeze, Freeze, & Burn — Highly-Effective Estate Planning
Attorneys from The Blum Firm will agree that “Squeeze, Freeze, and Burn” sounds like an odd phrase, but it is actually a term used to describe a highly-effective estate planning technique. If you have assets valued above $5 million, or if you expect to have assets valued above $5 million upon your death, then you need to know about their Squeeze, Freeze, and Burn strategy. Most family offices have done some amount of estate planning, but the family will still owe estate tax at death. Estate planners have enough estate planning tools in their tool boxes that even the wealthiest of people can avoid making the IRS a “silent partner” in their family’s wealth.
Senior Vice President and Family Wealth Director, Morgan Stanley
When: Tuesday, February 23rd, 2016
5:30 registration & cocktails
6:00pm—7:00pm panel event
Cocktails & networking to follow the presentation
Where: Event to be held in the event center at
True North Advisors
3131 Turtle Creek Blvd, Suite 1300, Dallas, TX 75219
Cost: $40 per person for paid members
$50 per person for free/basic members & guests
Registration fee includes cocktails and heavy hors d'oeuvres
With grateful thanks to True North Advisors for hosting this event in their offices.