Join Emily Bouchard, Kirby Rosplock, and Ian McDermott as they discuss strategies for managing family dynamics during emotionally charged holidays. This insightful conversation explores how to set intentions, manage emotional reactions, and create a sacred space for connection, even amid differing political views or unresolved tensions. From fostering gratitude to handling instigators with curiosity and grace, they share actionable tips and real-life examples to help families navigate the complexities of grief, joy, and divergent opinions.

Family governance is about more than just financial decision-making—it involves creating a lasting framework for family unity, values, and leadership across generations. In this exclusive webinar, leading experts Jim Grubman, Ph.D., and Dennis Jaffe, Ph.D., explore the Two Pillar Model, which emphasizes balancing the needs of the family with the financial and enterprise aspects of governance.

Attendees will learn:

• The key principles of the Two Pillar Model and how it strengthens governance.
• The importance of stewardship and involving the next generation in family decision-making.
• How to effectively integrate family offices into governance structures to manage both financial assets and family dynamics.
• Best practices for working with advisors to support long-term governance goals.

Whether your family is already navigating complex governance challenges or just starting to formalize your governance structures, this webinar offers actionable insights to help you succeed.

Register Now to receive the full webinar recording and additional resources to guide your family on the path to stronger governance.

In light of recent significant data breaches targeting data brokers, healthcare systems, and financial institutions, this webinar will address the critical importance of protecting Personally Identifiable Information (PII) within Family Offices. We'll explore why Social Security Numbers (SSNs) are especially vulnerable as PII and what the recent hacks mean for wealthy families. Attendees will gain actionable steps to bolster their defenses in the short and long term. The session will also explore risk management strategies for family office fiduciaries, and the challenges posed by insufficient premiums to cover losses from successive cyber events. 

Do not miss the Global Guardian Family Office Threat Assessment featured below the webinar video or access it here. 

Join legal professionals Ivan Sacks, Bill Kambas, and David Guin from Withersworldwide for a detailed discussion on the Corporate Transparency Act (CTA) and its implications for businesses, family offices, trust companies, and advisors. They emphasize the broad scope of the CTA, particularly regarding the definition of beneficial owners and substantial control, urging careful analysis of complex ownership structures. The importance of proactive compliance is highlighted, stressing the need for thorough reviews of legal documents and preparedness to navigate potential challenges related to reporting under the CTA. Don't miss this enlightening discussion on Tamarind Learning's webinar series.

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