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speaking engagements
graymatter speaks

A partial list of our speaking topics includes:

  • The Role of Family Governance: What Governance Is, What It Was Never Meant to Be
  • Writing a Family Constitution: Where Do We Start? What Do We Put in It?
  • Choosing the Right Advisor: Roles, Expectations, Focus of Service
  • Authentic Succession Planning and Wealth Transition
  • Sustainable Wealth Planning for the Next Generation
  • How Advisors Can Better Serve their Family Office Clients
  • Maximizing High Net Worth Client Relationships
  • Structuring a Family Office
  • Risks You Never Thought of until It Was Too Late
  • Understanding Multi-generational Family Dynamics
  • How Cultural/Geographic Backgrounds Impact Generational Perspectives on Wealth
  • Benefits of Philanthropy as a Family Educational Tool
  • How Family Dynamics Impact Family Goal Formation
  • Goals-based Asset Allocation and Risk Management
  • The Secret Marriage between Family Governance and Private Wealth Management

We also speak on any topic our family or advisor clients request that is within our expertise. Contact us to learn more!

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