Family Office – What is it? Who is it for? - Conway Center LIVE WEBINAR
Date and Time
Tuesday Sep 13, 2022
10:30 AM - 11:30 AM EDT
Tuesday, September 13
10:30 am - 11:30 am
Webinar ID: 818 4817 4048
Location
We will be using ZOOM. An email will be sent to you with the registration confirmation and log-in information from ZOOM for the webinar.
** You can test your device here: https://zoom.us/test
Note that this webinar will be listen-only mode for attendees but you can test your sound using this test link.
Fees/Admission
FREE for Conway Center members and their employees.
$35 Non-Member Fee (invoice will be sent)
REGISTER now!
Contact Information
Amy Dotts, COO & Events Manager
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Family Office – What is it? Who is it...
Description
Family Office – What is it? Who is it for?
At a certain point, families with substantial wealth outgrow traditional financial advisory services to help manage their personal financial complexities. As a result of wealth creation since 2008/2009, family office formation has been on the rise. Successful families have decisions to make regarding to build on their own or outsource – each comes with pros and cons.
Join Jon Eesley and Clayton Hall from Windsor Advisory Group for a discussion on why successful families consider building their own family offices or outsource. We will discuss scenarios for both so you can determine what is right for your family business.
REGISTER now and join us for this live webinar on Tuesday, September 13. You'll have the opportunity to submit questions to Jon and Clayton during the session and view a recording post session. If you can't attend the live session - register anyway and we'll email you the recording.
SPEAKERS:
Jon Eesley
Partner
Windsor Advisory Group
Clayton Hall, CIMA
Partner
Windsor Advisory Group
