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


Managing Director,
Philanthropy Services
Tolleson Wealth Management

AmyOtt.smAmy E. Ott

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 —>>

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