Your Family Matters

Actions Panel

Your Family Matters

Your Family Matters - Educational Luncheon

When and where

Date and time

Location

TBD Greenville Avenue Dallas, TX 75243

Map and directions

How to get there

About this event

Family Office Association is excited to offer a personal invitation for our family offices to attend this special event as a benefit of your community membership.

Please join the Family Office Association community at this special event by Marsh McLennan Agency (MMA) for an educational luncheon around topics that interest families and family office executives. We’ll discuss the ever important changing risk landscape of family business and more.

Presenters from MMA include:

  • Kimberlee Connell – Private Client Services
  • Bill Henry – Marsh McLennan Agency
  • Stacey Miller – Business Insurance
  • Matt Stadler – Employee Health & Benefits

Our keynote speaker:

Dr. Jeremy Lurey – Family Business Consulting Group

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.

Agenda

  • 11 am – Registration/Networking
  • 11:30 am – Lunch
  • Noon – Opening Comments
  • 12:15 pm – Keynote Speaker
  • 1:15 pm – Q&A

Please RSVP here by September 20!

Free