Description: Single family office in Fullerton, CA is seeking a Director/President - CEO. The family office provides services to a retired entrepreneur who has retained a controlling stake in several closely held businesses, owns many properties and funds (and invests for) a substantial charitable foundation. The family office primarily provides ac...
Description: Single family office in Fullerton, CA is seeking a Director/President - CEO. The family office provides services to a retired entrepreneur who has retained a controlling stake in several closely-held businesses, owns many properties and funds (and invests for) a substantial charitable foundation. The family office primarily provides ac...
Enjoy a recap of the 2024 Family Office & Wealth Advisor Forum by Erin Hulse, Founder of Deviate Consulting. DAY 1 | DAY 2 | DAY 3 Monday, July 15, 2024 | Day 1 Unlocking the Value of Time Capital John K. Coyle, Design Thinking Expert, Olympic Medalist, and Emmy Award Winner John emphasized the importance of time management...
Today, I have the pleasure of speaking with Stephen Goldbart and Joan DiFuria, co-founders of Money, Meaning, & Choices Institute (MMCI), a group of professional facilitators and advisors who work with wealth holders and their professional advisors to address the psychological issues and challenges of wealth. Joan is a globally recognized speak...
Love & Legacy When managing multi-generational wealth, the intertwining of love and family legacy presents unique challenges and opportunities for parents curious about how they can guide or positively influence their children's marital choices. At Boutique Matchmaking, we help navigate this sometimes-tangled web, and guide these ...
This week, I am delighted to welcome Matt Wesley, Principal at the Lovins Group. Matt is an internationally recognized practitioner, thought leader, and speaker on the issues facing financially successful families. With a career that spans 34 years as an estate planning attorney, family advisor, facilitator, and consultant, he helps families addres...