Family Forums are designed to create regular opportunities for the family to come together to learn, communicate, ask questions, and strengthen connection across generations and households.

These gatherings are intentionally conversational and educational in nature. They provide space for family members to better understand the family’s shared history, ownership structures, investment approach, governance practices, values, and long-term vision.

Family Forums may include:

• Family History and Legacy Conversations

• Education around Ownership, Trusts, Investments, or Governance

• Updates Related to Shared Entities or Properties

• Guest Speaker or Advisor Presentations

• Discussions around Family Values, Vision, and Philanthropy

• Opportunities for Questions, Dialogue, and Shared Learning

The purpose of the Family Forum is not necessarily to make formal decisions, but rather to create an ongoing rhythm of communication, transparency, engagement, and education that supports long-term family continuity and responsible stewardship.

This section the website will house:

• Family Forum Prep Materials and Pre-Reads

• Meeting Recordings and Summaries

• Presentation Materials and Resources

We encourage all family members to participate as they are able and to approach these conversations with curiosity, openness, and respect for the many perspectives and experiences within the family system.