Wed, Sep 27|
Family Matters - Private Family Office Forum in Brentwood
This highly informative and interactive private forum for family offices and family office executives will provide valuable insights into family business, family governance, NextGen leadership, and succession planning, as well as explore current trends and risks that may impact family offices.
Time & Location
Sep 27, 11:00 AM PDT
Brentwood, Brentwood, CA 94513, USA
About the Event
As part of Marsh McLennan's Family Legacy Program, this highly informative and interactive event will provide valuable insights into family business, family governance, NextGen leadership, and succession planning, as well as explore current trends and risks that may impact family offices.
We understand that preserving and safeguarding your family's wealth and legacy is of paramount importance. That's why we've made it our goal to help you navigate the complex landscape of risks and challenges that may arise in the course of multi-generational wealth management. Our experienced professionals are dedicated to working closely with you to identify and mitigate potential risks, ensuring you can enjoy your assets and lifestyle with peace of mind.
Dr. Jeremy Lurey – Family Business Consulting Group
Dr. Jeremy Lurey is a consultant with The Family Business Consulting Group. Jeremy is a talented executive coach, business consultant, and family advisor who enables business owners and CEOs to improve performance and create greater value for their shareholders. Jeremy also has expertise in supporting family offices and family enterprises with the critical leadership and governance practices required to create more sustainable futures. With 25 years of progressive experience as a consultant, he guides his clients in identifying what matters most in their lives and then taking the necessary actions to achieve those personal and professional goals.
This event is exclusive to family offices and family office executives.
Don't miss out on this unique opportunity to learn from one of the leading experts in the industry. Register now to secure your spot in this highly sought-after workshop.
For more information on registration and pricing, please contact Kathleen Tepley at firstname.lastname@example.org or call (310) 413-9113.