Events
Gather, think, plan.
Intimate conversations and workshops for clients, guests, and thoughtful stewards of family wealth.
- WebinarMay 14, 202612:00 PM PTRSVP
The Personal CFO: A Live Q&A
VirtualA candid conversation about what a personal CFO actually does — and when it makes sense. Submit questions in advance.
- WorkshopJune 5, 20269:00 AM – 3:00 PMRSVP
Family Wealth Governance Intensive
San Francisco, CAA full-day workshop for families building shared decision-making structures around wealth. Limited to eight households.
- SpeakingJuly 18, 20266:30 PM ETRSVP
Sustainable Wealth: A Fireside Conversation
The Yale Club, New YorkAmara joins the New York Business Owners Forum for an evening on values-aligned wealth stewardship.
- Client EventSeptember 10, 20265:00 PM PTRSVP
Annual Client Symposium
Sonoma, CAOur annual gathering for clients and guests — market outlook, curated panels, and dinner.
RSVP
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