TXWSW Dallas 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


ChristineWakeman.smChristine J. Wakeman

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 — Sallie Behnke
Senior Vice President and Family Wealth Director, Morgan Stanley

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.

Click Here to register for this event —>>

Attend an Upcoming TXWSW Event