April 27: Legal, Financial, and Tax Insights
Join a select group of families for a thoughtful, peer-driven gathering focused on the legal, financial, and tax considerations that shape long-term wealth stewardship.
This month’s theme is focused on Legal, Financial, and Tax Insights. Topics will include but are not limited to:
• Business Ownership Transition – Internal & External
• Real Estate Investments (multi-family, commercial, mobile home, self-storage)
Rather than traditional presentations, this event is designed as a facilitated conversation among peers, where families share real experiences, lessons learned, and perspectives on navigating complex financial and ownership decisions.
Event Flow
8:00 – 9:00 AM
Registration & Breakfast
9:00 AM – 12:00 PM
Panel Discussions
2–3 families share their experiences with a facilitator guiding the discussion
12:00 – 1:00 PM
Lunch
1:00 – 4:00 PM
Facilitated Large Group Discussion & Insights
4:00 – 6:00 PM
Reception
About Care to Know™ Gatherings
Othership Institute member events are designed as intimate, peer-based environments:
• To think differently about family in the context of wealth in the context of life
• To feel heard, understood, and constructively challenged
• To explore root causes without pressure toward predetermined outcomes
• To learn from peers who are more intrigued by who you are than what you have
This is a strictly non-solicitation environment that prioritizes trust, candor, and meaningful dialogue.
Care to Know™ events for successful families • Taught by families, for families