Events Calendar

Family Business 360 Luncheon on Family Alignment: Family Dynamics, Succession & Planning for Generational Wealth

We haven’t had the chance to sit down together in quite a while! Please join us for a special Family Business 360 Luncheon on Family Alignment: Family Dynamics, Succession & Planning for Generational Wealth.

Featuring:

Rockefeller Capital Management

  • Jason R. Thompson, Chief Wealth Strategist, SVP
  • Brian Ferraro, Wealth Strategist, VP
  • Dennis P. Bloom, CPFA, CRPC, CIMA, Private Advisor, SVP

The speakers are generously donating their time and expertise to the Center For Family Enterprise and an anonymous donor has also contributed to cover program costs. Your $10 ticket will provide you a catered lunch and seat for this amazing opportunity to hear from representatives from Rockefeller Capital Management.

Space is limited and will fill fast for this fascinating presentation from the organization that has, for generations, managed the wealth of their namesake and been entrusted with the legacies of some of the world’s most successful innovators, visionaries and their families.

Wednesday, September 13 at 12:00pm to 1:30pm

OSU Portland Center
555 SW Morrison St, Portland, OR 97204

Event Type

Lecture or Presentation

Audience

Community Members, Faculty and Staff, Student, Alumni, Industry Partner

Tags

FamilyBusiness360, CENTERFORFAMILYENTERPRISE

Website

https://www.eventbrite.com/e/family-b...

Cost

10.00

Contact Name

Mark Brown

Contact Email

mark.brown@oregonstate.edu

Contact Phone

6035684683

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