Honored to present with Forbes Top 11 Influential Advisor and YPO's top-rated worldwide speaker Tamara Loehr, STS' Brenda Jacobsen, and Lauren Sercu from the Sorenson Institute! Great discussions during and after around business exit planning in Salt Lake City. Looking forward to many more in 2025!

Great to be able to learn and share ideas with many like-minded philanthropic family offices and change makers in pursuit of solutions for several critical worldwide issues. So impressed by such an amazingly honorable group of participants at the Transformative Impact Summit in NYC during United Nations Week!

Busy, productive week in Miami for Art Basel / Bit Basel meeting with family offices, business owners, athletes, nonprofit organizations and foundations, NASA executives, and artists as we work on 2025 planning and events. 

Great to be working with The Players Company on financial proficiency for professional athletes...Dr. Tom Zheng (pictured) led a panel on the rapid rise of women's professional sports, and WNBA's rise to provide the 4th-best value-to-revenue multiple in all professional sports leagues. Panelists included prior WNBA, LA Sparks execs and deal makers with over $11 billion in deals to date.

It was a blast having The Young Fables join us in metro Richmond. As always, they were exceptional, brilliant, mesmerizing and connected. So glad our clients and friends had the privilege of hearing their amazing talents!