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.
|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: 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.