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Peer Group: Family Office Directors

May 28, 2026 10:30 AM - 12:00 PM (CDT)

Description

Join us for an exclusive virtual gathering designed specifically for Family Office Directors from family businesses. We're pleased to welcome a representative from RSM, a leading audit, tax, and consulting firm, who will provide an educational presentation tailored to your interests. Whether your focus is on asset management, tax management, wealth management, or other financial services, RSM brings deep expertise across all sectors to answer the question: “How do we design structures that actually work in real families?”

In the session, we'll cover:

  • Designing governance frameworks that evolve across G2–G4
  • Getting family buy‑in and overcoming resistance to formal governance
  • Introducing rising generations into oversight, accountability, and decision‑making
  • Learning from real governance breakdowns, tradeoffs, and lessons learned
  • Managing succession not as an event, but as an ongoing system

This session also offers a unique opportunity to connect with peers, share insights, and expand your professional network in a collaborative environment. The session will include time for open Q&A, where you can ask questions and receive complimentary professional guidance on topics relevant to your family office operations. This is your chance to gain valuable insights while building meaningful connections with fellow Family Office Directors.

Location

Zoom

A Zoom link will be sent to registrants.

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Contact Information

Name: Kristen Toppin
Phone: (319) 273-5784
Email: kristen.toppin@unifamilybusinesscenter.com
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