Past Events
Cross Pollinate Exploration – Establishing Your Families’ Office
This Cross Pollinate Exploration via Zoom is intended for rising generations that are in the process or have set up family offices following a liquidity event for their parents or an earlier generation. Join your peers on April 22nd at 1pm ET, 10am PT in sharing your experiences, perspective and questions in building an investment […]
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Cross Pollinate Portland Wine & Experience Sharing Dinner At Chelo
Sharing experiences is one of the primary ways we learn from our peers. Come share your experiences and stories and learn from others at the private dining room at Chelo, an Award winning seasonally inspired Mexican restaurant in NE Portland. We will be meeting in the small private dining room where you can hear your […]
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Cross Pollinate Portland Lunch
Get perspective, ask questions and share your experiences with family office peers over lunch at the Arlington Club. This is a “no-host” lunch on April 2nd from noon to 2pm with a maximum attendance of 12 people.
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Cross Pollinate Exploration – Selecting a Wealth Manager
Thinking about outsourcing a portion or all of the wealth management for your family, or have you already? Join peers on April 1st at 1pm Eastern, 10am Pacific for a topical exploration on how evaluate and select an outside advisor to assist you in the management and allocation of your financial wealth. Come prepared to […]
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