June 20: Legal, Financial, and Tax Insights

​This month’s gathering is centered on Legal, Financial, and Tax Insights, designed for families seeking clarity, structure, and alignment across complex financial landscapes. Through candid peer dialogue and facilitated discussions, participants will explore real-world strategies, tradeoffs, and decision-making frameworks.

​Topics will include, but are not limited to:
• Private Placement Life Insurance – the good, the bad, and the ugly
• The intersection of income, capital gains, and estate tax reduction

​Event Flow

​8:00 AM – 9:00 AM
Registration & Breakfast

​9:00 AM – 12:00 PM
Panel discussions featuring 2–3 families alongside a facilitator

​12:00 PM – 1:00 PM
Lunch

​1:00 PM – 4:00 PM
Facilitated large-group discussion and shared insights

​4:00 PM – 6:00 PM
Reception

​The Experience

​Othership Institute Member events are intentionally designed as intimate, peer-based environments:

​• To think differently about family in the context of wealth—and life
• To feel heard, understood, and constructively challenged without repercussion, cost, or fallout
• To unpack root causes without pressure toward a predetermined outcome
• To learn from individuals more interested in who you are than what you have
• Where non-solicitation is non-negotiable