Family Matters - Private Family Office Forum - Houston

Kathleen Tepley

This forum will delve into family business, family governance, NextGen leadership and succession planning, current trends, and risks.

You are cordially invited to an exclusive workshop hosted by Marsh Private Client Services for family offices.As part of Marsh McLennan's Family Legacy Program, this highly informative and interactive event will provide valuable insights into family business, family governance, NextGen leadership, and succession planning, as well as explore current trends and risks that may impact family offices. We understand that preserving and safeguarding your family's wealth and legacy is of paramount importance. That's why we've made it our goal to help you navigate the complex landscape of risks and challenges that may arise in the course of multi-generational wealth management. Our experienced professionals are dedicated to working closely with you to identify and mitigate potential risks, ensuring you can enjoy your assets and lifestyle with peace of mind.If you are a family office or a family office executive, this event is for you.F﻿acilitator:Dr. Jeremy Lurey – <a href="https://www.thefbcg.com/consultants/jeremy-s-lurey-ph-d/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Family Business Consulting Group</a>Dr. Jeremy Lurey is a consultant with The Family Business Consulting Group. Jeremy is a talented executive coach, business consultant, and family advisor who enables business owners and CEOs to improve performance and create greater value for their shareholders. Jeremy also has expertise in supporting family offices and family enterprises with the critical leadership and governance practices required to create more sustainable futures. With 25 years of progressive experience as a consultant, he guides his clients in identifying what matters most in their lives and then taking the necessary actions to achieve those personal and professional goals.Don't miss out on this unique opportunity to learn from one of the leading experts in the industry. Apply now to secure your spot in this highly sought-after forum.For more information on registration and pricing, please contact Kathleen Tepley at kjt@losangelesconsultinggroup.com or call (310) 413-9113.

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Family Matters - Private Family Office Forum - Houston

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Family Matters - Private Family Office Forum - Houston

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