PEF+: Starting a Family Office Workshop

​Join us for a session on what comes after selling a business: building and operating a Family Office. The discussion will explore how entrepreneurs can approach this next phase with the same discipline they applied to growing their companies. Participants will receive a practical overview of how Family Offices are structured, governed, and managed, followed by an open discussion and Q&A.

​This event focuses on the four pillars of a well-designed Family Office:

• ​Structure and governance: legal frameworks, decision-making processes, and alignment across generations

• ​Finance and tax: integrated financial planning, tax strategy, and liquidity management

• ​Operations and execution: clear roles, accountability, and coordinated advisory work

• ​Legacy and impact: defining the purpose of wealth beyond financial returns

​The session is led by Bret Farris, a wealth management professional with expertise in tax planning, banking, asset management, retirement, and estate planning.

​Designed to be practical and discussion-driven, the session allows time for questions and shared experiences to help PEF Members apply these concepts to their own situations.