Back to All Events

Family Office 2.0

  • Los Angeles, CA United States (map)

Gateways not Gatekeepers

Lunch Discussion: What if RIAs, Financial Advisors, CPAs, Estate Planners, Philanthropy Advisors, Trust Attorneys, and other service providers were Gateways and not Gatekeepers?

Aligning Power with Purpose

What if fiduciary responsibility meant they helped us move from Hoarding→Enoughness, Charity→Solidarity, and Generosity→Justice?

Previous
Previous
March 7

Friday Workshops

Next
Next
March 8

LA Solidarity Day Trip 🚘 #2