CPE events

Our teams feature advisors who have spent their careers helping, advising and inspiring this unique client base. Combined, we’ve worked with hundreds of family offices, family office executives and family business owners. We bring the breadth and depth of that knowledge to events we host and participate in throughout the year in an ongoing effort to move family businesses forward.

  • St. Louis, MO
  • Kansas City, MO
  • Houston, TX
  • Dallas, TX
  • Charlotte, NC
  • Tysons/Washington, DC
  • Milwaukee, WI
  • Boston, MA
  • Columbus, OH
  • Los Angeles, CA
  • New York City, NY
  • Tampa, FL
  • Fort Lauderdale, FL
  • Chicago, IL

 

Request an invitation to learn, knowledge share and network, all while earning valuable CPE credits.