SAN ANTONIO ESTATE PLANNERS COUNCIL

Barbara works with multi-generational families to create governance systems, solutions to family conflicts, promoting long-term success, sharing best practices, and structuring global assets. From family office services to explaining offshore trusts, she offers personalized solutions. 

"What is Family Governance and How Can it Benefit Your Clients"

Family governance and how it can benefit your clients brief summary: 29 slides covering various aspects of family governance such as family constitution, family councils and family offices.

• Prerequisites:  None
• Experience Level: Intermediate
• Advanced Preparation: None
• Teaching Method: Lecture

CE Submission:

• CLE - 1 Hour Approved
• CFP - 1 Hour Pending
• CPE - 1 Hour Approved
• CTFA - 1.25 Pending

Event Information:  Registration will open at 11:30am - Program will begin at 12:00pm.