Events
October 30, 2024 at 12:00pm – 1:00pm (PST)
CPA Luncheon
Exempt Organizations, Family Wealth
Wine Industry Education Series
September 24, 2024 at 9:00am – 10:00am (PST)
Alila Napa Valley
Wine, Family Wealth
February 12, 2024 at 9:00am – 10:00am (PST)
ABA Trusts & Estates Section
Business Transactions, Family-Held Enterprises, Family Wealth, Private Client
January 18, 2024 at 4:30pm
Planned Giving Committee of the Regional Parks Foundation
Business Transactions, Exempt Organizations, Family Wealth, Private Client
Nonprofit Education Series
October 12, 2023 at 4:15pm – 5:15pm (PST)
Exempt Organizations, Family Wealth
January 31, 2023 at 4:30pm
Regional Parks Foundation
Family Wealth, International Tax and Estate Planning, Ultra-High Net Worth
October 19, 2022 at 4:00pm
Estate Planning Council of Diablo Valley
International Tax and Estate Planning, Family Wealth, Ultra-High Net Worth
August 18, 2022
American Bar Association Webinar
Exempt Organizations, Family Wealth
Nonprofit Education Series
April 21, 2022 at 3:30pm – 5:00pm (PST)
Exempt Organizations, Family Wealth, Private Client, Ultra-High Net Worth
January 26, 2022 at 4:30pm
Regional Parks Foundation
Family Wealth, International Tax and Estate Planning, Ultra-High Net Worth
January 14, 2022 at 11:00am
Lido Consulting
Family Wealth, International Tax and Estate Planning, Tax
November 3, 2021 at 11:30am (PST)
Bar Association of San Francisco
Family Wealth, Ultra-High Net Worth
Nonprofit Education Series
September 23, 2021 at 3:30pm – 5:00pm (PST)
Exempt Organizations, Family Wealth, Private Client
Nonprofit Education Series
January 21, 2021 at 3:30pm – 5:00pm (PST)
Exempt Organizations, Family Wealth, Private Client, Ultra-High Net Worth
January 14, 2021 at 4:30pm
Regional Parks Foundation
Family Wealth, International Tax and Estate Planning, Ultra-High Net Worth
November 18, 2020 at 3:25pm
CalCPA
Family Wealth, International Tax and Estate Planning, Tax
November 13, 2020 at 12:00pm
Bar Association of San Francisco
Family Wealth, Tax, Ultra-High Net Worth
Wine Industry Education Series
November 5, 2020 at 10:00am – 11:30am (PST)
Live Webinar
Wine, Business Transactions, Business Litigation, Family Wealth, Insurance Recovery, Bankruptcy, Restructuring, and Creditors’ Rights, Environmental Law, Real Estate, Employment
October 13, 2020 at 10:15am – 11:15am (PST)
Real Estate Litigation and Dispute Resolution, Tax, Private Client, Family Wealth, Ultra-High Net Worth
Wine Industry Education Series
September 22, 2020 at 9:00am – 10:00am (PST)
Webinar
Wine, Family Wealth, Ultra-High Net Worth
Nonprofit Education Series
June 18, 2020 at 3:30pm – 5:00pm (PST)
Webinar
Exempt Organizations, Family Wealth, Private Client
January 30, 2020 at 4:00pm
Regional Parks Foundation
Family Wealth, International Tax and Estate Planning, Tax, Ultra-High Net Worth
October 30, 2019 11:30am – 1:30am
Farella Braun + Martel LLP
Family Wealth, International Tax and Estate Planning, Private Client, Ultra-High Net Worth
April 17, 2019 at 6:00pm
Estate Planning Council of Diablo Valley
Family Wealth, International Tax and Estate Planning, Tax, Ultra-High Net Worth
Wine Industry Education Series
February 12, 2019 at 8:00am – 9:00am (PST)
Meadowood Napa Valley
Wine, Family Wealth
2/6/2019 6:00pm – 9:00pm
First Republic Bank
Family Wealth, International Tax and Estate Planning
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