November 14: Family Matters - Houston, TX
Los Angeles Consulting Group is honored to extend an invitation to Marsh McLennan Agency Private Client Services and Stavis Wealth's Family Matters - an educational luncheon on the ever-changing risk landscape facing family offices, family enterprises, and more.
In this session, families and family office executives will:
Learn how family dynamics affect family office leaders and members
Discover governance strategies to improve family decision-making
Plus, gain insight into other top concerns among family offices
Presenters:
Kimberlee Connell
Managing Director, West Zone
Family Office Leader
Marsh McLennan Agency Private Client Services
Deborah Stavis, CFP
Founder & Chief Executive Officer
Stavis Wealth Transfer Solutions
Keynote speaker:
Dr. Jeremy Lurey is the President & CEO of Family Legacy 1st, a Plus Delta Consulting company. Jeremy is a talented family advisor, executive coach, and business consultant. He enables business owners, CEOs, and family office leaders to improve performance and create greater value for their shareholders. For more than 25 years, he has served clients ranging from families of significant wealth to mid-market companies to Fortune 500 corporations. Jeremy now supports family offices and family businesses with the critical leadership and governance practices required to create more sustainable futures.
This event is strictly for family members and family office executives only.
*Once your registration has been approved, you will receive a follow-up confirmation email with the details and location for this event.