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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.

Meet the Facilitators from RSM

John Carl Hastings, Family Office Enterprise Advisory Supervisor

Family office professional and ordained clergy working with RSM's Family Office Enterprise Advisory practice to serve families in governance and advisory, family office design and setup, operational excellence, and technology search and selection. I am passionate about the work of family governance, mission, vision, and values in crafting framework and decision-making for families in order to create a legacy for the future as well as serving families through tax work and business advisory. With a background in pastoral ministry and a CPA, I hope to bring whole-hearted decision making and deep relational identities to clients and families in Birmingham and beyond.

Maxwell Youngquist, Partner at RSM with focus on family office services

Maxwell Youngquist is RSM US LLP’s family office structuring and governance leader. He focuses on offering holistic services and solutions for family offices, covering complex tax compliance, structuring, and planning, as well as estate and gift, wealth transfer, and succession planning. He assists families in building governance and operational solutions.

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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Peer Group: Family Office Directors

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

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Peer Group: Family Office Directors

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

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