Past Engagements
Speak now, or forever hold your peace.
Keynotes, panels, workshops, and podcast conversations — a running record, most recent first.
Keynotes & Summits
2026
Building the NextGen Through Entrepreneurship & Investing
Keynote · Keiretsu Family Office Forum
2026
Design-Building for Harmony & Strategy Across Generational Differences
Legacy Wealth Summit
2026
Mapping Family Systems: A Practical Framework for Estate Planning Professionals
Keynote · Kline Galland Trusted Advisor Luncheon · June 2026
2025
Family Systems, Business Systems, and the Meta-Structures That Support Us All
Keynote · Relationship Capital Conference
2025
How Family Systems, Tradition & Digital Cultures Converge to Shape the Future of Legacy
Keynote · Multiverse × Relationship Capital Family Office Dinner
Panels, Workshops & Gatherings
2025
Next Gen Engagement
Panel · Keiretsu Family Office Forum
2025
Entrepreneurship as a Catalyst for NextGen Engagement
Family Office Breakfast Workshop · Keiretsu Family Office Forum
2024
Succession Planning Best Practices
Panel · Rainier Club of Seattle
Podcasts & Interviews
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The Greatest Secrets to Successful Multi-Generational Families
Family Office Success Podcast · with Christi Van Rite
Beyond Profit: How Family Offices Can Drive Lasting Change
Circular Strategies Podcast · with Bob Alvarez
Family Business Dynamics
The Money Advantage · with Rachel Marshall
Navigating Family Dynamics in Business Transition
Webinar · with Chris Wolpert