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Estate planning council of calgary

A Family Bank: Identifying Policies to Allocate Non-Financial Pursuits Fairly

  • Monday, March 06, 2023
  • 5:30 PM - 8:00 PM
  • Calgary Golf and Country Club

Registration

A Family Bank: Identifying Policies to Allocate Non-Financial Pursuits Fairly

In order to maximize family legacy and success, resources should amplify the human potential and serve to strengthen the family culture.  Adam Hoffman has designed a family wealth equation as an estimate and guide on how likely a family is to pass on its success for generations.  It is more than just the financial resources but includes space for family members to find their own paths.  A Family Bank works as a governance tool to help investment decisions within the wealth equation paradigm.

Adam Hoffman has more than 15 years experience in tax and family wealth advising.  His mission is to empower entrepreneurial families to thrive for generations.  His newletter Family Office Perspectives can be found at adamhoffman.net

YOUR REGISTRATION OPTIONS ARERegistration is required for in person attendance.

REMINDER:  If you are a Member paying the ALL INCLUSIVE annual rate, you must still register for the event at no charge.  

Please note:

To ensure that The EPCC is able to provide accurate numbers to the Calgary Golf and Country Club, we ask that you register both yourself and your guest (where applicable) no later than the Thursday evening prior to the event. Registration is not transferable.

We also remind you that the Calgary Golf and Country Club has a strict NO DENIM and NO CELL PHONE policy and we ask that all members adhere to these requirements.

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