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Event ID: 230438   Event Status:  On Schedule
TXWSW Houston Education Event: What Keeps Family Office Executives Up at Night?

Join TXWSW for a family office event covering the topics that keep family office executives up at night featuring Donna Trammel, Kal Grant and Attorneys with the Blum Firm.

Donna E. Trammell, Managing Director and Director, Family Wealth StewardshipBessemer Trust 


Do Tell: The Why, When and How of Communicating Wealth

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.

Kai Grant, Managing Director, Philanthropy Services, Tolleson Wealth Management

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.

Rachel W. Saltsman, Partner, The Blum Firm, P.C.

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.  

When:  Thursday, February 25th, 2016
3:00 registration & cocktails

3:30pm—5:00pm panel event
Cocktails & networking to follow the presentation

Where:  Event to be held in the event center at Seasons 52
4410 Westheimer, Houston, TX 77027

Cost:  $25 per person for paid members
$30 per person for free/basic members & guests

Registration fee includes cocktails and heavy hors d'oeuvres

Date and Time
Start Date: 02/25/2016 Start Time: 3:00 PM
End Date: 02/25/2016 Approx. End Time: 5:00 PM
Registration Deadline: 02/26/2016 Meet Time: 3:00 PM
Event Leader
C Breck
Contact Leader
Event Cost
Prepayment Required
Pricing Option Name Price Deadline
Guest Pricing Option $30.00 02/26/2016
Paid Member Pricing Option $25.00 02/26/2016
Basic/Free Member Pricing Option $30.00 02/26/2016
Location (More Detail)
Event Location: Seasons 52
Address: 4410 Westheimer Rd , Houston , TX   77027
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