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

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

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

    By | Austin, Education, Event, Past | Comments are Closed | | 0

    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 —>>

    Amy E. Ott, Austin, Blum Firm, Donna Trammen, education, Julie L Shah, Kal Grant, TXWSW

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    PHOTO/VIDEO DISCLAIMER

    MEMBERSHIP

    TXWSW not only builds up the financial community from within but looks to the communities in which we are located to serve them at the same time. It is in this spirit that we ask you to join us now by signing up for one of our membership levels.

    APPLY NOW

    CONTACT US

    The benefits of membership in TXWSW are myriad and include the ability to connect to some of the top women in finance through both networking and philanthropic events.

    Please feel free to get in touch with TXWSW —

    EMAIL info@txwsw.com

     

    CONTACT US

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