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The private family and advisor community historically has gathered routinely in the Northeast, Midwest and West Coast, but not here on the “Third Coast.” The organizers of the Gulf Coast Regional Family Forum have brought together a stellar line-up of speakers and breakout sessions designed to address the unique needs of family offices and their advisors. View the event brochure by clicking on the photo to the right.

Featured Speakers

  • Tom Livergood – Family Wealth Alliance
  • Dan Clifton – Strategas
  • Chris Galloway – Retired CEO of Okabena Co. (multi-generation family office)
  • Arnette Heintze – Hillard Heintze, LLC

Panels Included

  • Families in Transition – Wealth Creators
  • Families in Transition – Next Generation Experiences
  • Personal and Digital Security Risk Management
  • CIOs Answering the Hard Questions Investors are Now Asking
  • Outlook for the World of Energy