TXWSW Austin Education Event: What Keeps Family Office Executives Up at Night?

Join TXWSW for a family office event covering the topics that keep family office executives up at night featuring Donna Trammell, Kal Grant and Attorneys with the Blum Firm.​

Donna E TrammellDonna E. Trammell

Managing Director and Director
Family Wealth Stewardship
Bessemer Trust

KAL GRANTKal Grant

Managing Director,
Philanthropy Services
Tolleson Wealth Management

AmyOtt.smAmy E. Ott

Partner
The Blum Firm, P.C.

 

Do Tell: The Why, When and How
of Communicating Wealth
Preparing to Prepare a
Family Foundation Investment Policy
Squeeze, Freeze, & Burn —
Highly-Effective Estate Planning

Julie_Shah_2012.sm

Moderator — Julie L. Shah
CFO, South Coast Family Limited Partnership 

When:  Wednesday, February 24th, 2016
5:30 registration & cocktails
6:00pm—7:30pm panel event
Cocktails & networking to follow the presentation.

Where:  Event to be held in the event center at
Event to be held in the event center at
Max’s Wine Dive, 207 San Jacinto Blvd., Austin TX 78701

Cost:  $40 per person for paid members
$50 per person for free/basic members & guests
Registration fee includes cocktails and heavy hors d’oeuvres.

 Men and women are welcome to attend this event.

Click Here to register for this event —>>

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