Tavan tells me what he thinks instead of hedging or telling me what I want to hear.
Inheritor and real estate investor
We're always happy to share ours.
With decades of experience in family wealth management, we’ve observed a great deal and we’ve developed strong opinions that we love to share.
Tavan regularly develops customized education and training programs for clients, and often speaks at conferences. Please contact him to discuss individual private educational presentations.
Tavan also supports the industry and advocates for clients by presenting to other professional service firms (free of charge to avoid any conflicts of interest).
Below is a sampling of conferences and organizations that have invited him to speak.
Managing Outsourcing: Building a Virtual Family Office
Family Office Symposium
Bermuda
Evolution of Trust Services
Trust Tax & Estate Planning Forum
New York
Selecting an Investment Consultant
Family Office & Private Wealth Forum
San Francisco
Client Bill of Rights
Private Asset Management Briefing
San Francisco
Relationship Risk Management
Family Office Forum
Chicago
Fiduciary Roles in Families
CCC Alliance
Boston
Succession Planning
Trust Tax & Estate Planning Forum
New York
The Family Office Team
National Family Office Forum
Beverly Hills
Managing a Family Office: Strategy to Relationships to Operations
Private Wealth Network
Australia
Family Business Governance and Management
UCLA Anderson School of Management
Los Angeles
New Era in Hedge Fund Investing
Family Office & Private Wealth Forum
Newport
Family Conflicts and Conflicts-of-Interest
CCC Alliance
New York
Benefits of Insourcing and Outsourcing Family Office Services
National Family Office Forum
Beverly Hills
Estate Planning for Wealth Managers
CFA Society of San Francisco
San Francisco
Managing a Virtual Family Office
Private Wealth Management Summit
Miami