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.

^{Tamarind Learning (TL) podcasts are for informational and educational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice. All podcast content is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in the podcast constitutes professional, investment, legal, and/or financial advice, nor does any information on the podcast constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. No information from the podcast is to be construed as instruction or a recommendation of, or an offer to buy or sell, or the solicitation of an offer to buy or sell, any security, financial product, or instrument, or an instruction or recommendation to participate in any particular investment. TL does not undertake activities requiring registration as, and is not a broker-dealer. TL does not represent that its guest’s material is accurate, current, or complete and it should not be relied upon as such.TL may provide hyperlinks to websites operated by third parties. When you select these hyperlinks, you will be leaving the Tamarind Learning site. Because TL has no control over such sites or their content, TL is not responsible for the availability of such external sites or their content and TL does not adopt, endorse or nor is it responsible or liable for any of the comments or information including advertising, products or other materials shared by its guests or that may be available through such hyperlinked websites or resources. YOUR USE OF THIRD-PARTY CONTENT, INCLUDING WITHOUT LIMITATION, YOUR USE OF ANY INFORMATION, DATA, ADVERTISING, PRODUCTS, OR OTHER MATERIALS ON OR AVAILABLE THROUGH SUCH PODCAST GUESTS AND ASSOCIATED WEBSITES, IS AT YOUR OWN RISK AND IS SUBJECT TO THEIR TERMS OF USE.}