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

Rachel Saltsman

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

Rachel SaltsmanRachel W. Saltsman

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

When:  Thursday, February 25th, 2016
3:00 registration & cocktails

3:30pm—5:00pm panel event
Cocktails & networking to follow the presentation

Where:  Event to be held in the event center at Seasons 52
4410 Westheimer, Houston, TX 77027

Cost:  $25 per person for paid members
$30 per person for free/basic members & guests

Registration fee includes cocktails and heavy hors d’oeuvres

Click Here to register for this event —>>

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