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

KAL GRANT

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

 

ChristineWakeman.smChristine J. Wakeman

Associate
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

SALLIE BEHNKE

Moderator — Sallie Behnke
Senior Vice President and Family Wealth Director, Morgan Stanley

When:  Tuesday, February 23rd, 2016
5:30 registration & cocktails
6:00pm—7:30pm panel event
Cocktails & networking to follow the presentation.

 Men and women are welcome to attend this event.

Where:  Event to be held in the event center at
True North Advisors
3131 Turtle Creek Blvd, Suite 1300, Dallas, TX 75219

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

With grateful thanks to True North Advisors for hosting this event in their offices.

Click Here to register for this event —>>

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