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. Trammell Managing Director and Director Family Wealth Stewardship Bessemer Trust	Kal Grant Managing Director, Philanthropy Services Tolleson Wealth Management	Amy 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

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 —>>