Family Office 101 With Adrian Leon, CFA

Join us to explore how family offices fit into the world of private wealth management. Learn about the benefits of working in this growing sector, the different family office models (single vs. multi-family), and how market trends like generational wealth transfer and impact investing are shaping opportunities in the industry.

Family Business Club members are invited to join us afterward for a complimentary drink at Vinifera—and if you’re not a member, you’re still welcome to come along!

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Co-hosted with: Smith Family Business Initiative

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