An exclusive, invitation-only event devoted to helping you achieve your optimal financial world
Leave with the quiet confidence that comes from knowing that you are taking the right approaches for achieving your most important goals and building the amazing life of significance you want for yourself and your family.
In proud partnership with
Why should you attend?
As we all know, today’s environment presents a range of significant challenges. However, there are also important opportunities for you to address your entire range of financial concerns and position yourself even more effectively for achieving all that is most important to you, your business and your loved ones.
The Virtual Family Office Forum is designed specifically to help you capture these opportunities. It leverages today’s latest virtual technology to give you direct access to financial and legal talent around the country. These experts will provide insights into strategies used by the Super Rich—people with $500 million or more in net worth—that can also be used to elevate your own financial picture.
The Forum is for individuals and families with a net worth of $10 million or anyone with a complex financial situation who can benefit from the strategies being used by the Super Rich today. By the end of the Forum, you will have a clear path for accelerating your progress toward your optimal financial world.
July 22, 2021
Your Amazing Life of Significance
We believe that anyone can build an amazing life of significance that includes taking care of the people you care about, contributing to the causes that are important to you and even making a positive difference in the world. We also believe that you can achieve this amazing life of significance faster and with less effort than you ever thought possible.
But to do so, you need to take the right approaches. You need to optimize your financial world. And that’s why we are convening The Virtual Family Office Forum.
What you will get with The Virtual Family Office Forum
You very likely consider building and protecting your investments to be foundational to your financial security and your ability to achieve key goals. We wholeheartedly agree.
However, as someone who owns a business or otherwise has some complexity in your financial life, we know that you are concerned about issues beyond investment management. That’s why The Virtual Family Office Forum will delve into four key areas of your financial life beyond investments:
Wealth enhancement aims to produce the best possible investment returns consistent with your level of risk tolerance and to minimize the tax impact on those returns. It uses strategies designed to maximize the tax efficiency of your current assets and cash flow while achieving both your growth and preservation goals.
2. Take care of your loved ones.
Wealth transfer is about finding and facilitating the most tax-efficient way to pass assets to your heirs in ways that meet your wishes. It uses strategies designed to legally structure the future disposition of your assets in the most effective ways possible.
Wealth protection planning employs legally acceptable concepts and strategies to ensure that your wealth is not unjustly taken from you. Protect your wealth against potential creditors, litigants, children’s spouses and potential ex-spouses, as well as catastrophic loss.
4. Make a difference in the world.
Charitable giving helps fulfill your charitable goals by maximizing the effectiveness of the charitable giving strategies that are most appropriate for your situation. It can also often support efforts in each of the other three areas.
During The Virtual Family Office Forum, we will delve deeply into these four key areas of concern—each one vital to optimizing your financial world. Through presentations and breakouts, you will come to understand which strategies may be most appropriate for your situation and, even more important, discover how you can most easily get on the direct path to your optimal financial world.
The Virtual Family Office Forum Presenters
Homer S. Smith IV
Business Growth & Exit Advisor
Business Owner Solutions Group
Homer Smith is a Business Growth and Exit advisor with the Integrated Business Owner Solutions group. Homer works with industry leading professionals to help their business owner clients in all stages – from creating a foundation for predictable profits and cash flow, to sustainable growth to receiving the maximum value of their business through a transition or exit. Homer focuses on building a Virtual Family Office with each client so that they can live their amazing life of significance and realize their optimal financial world!
Rich Austin
Director
Integrated Business Owner Solutions Group
Rich Austin specializes in working with business owners and Fortune 500 executives to build comprehensive strategies for their complex situations. By offering creative ideas for investment, estate and charitable gifting strategies, he helps high net worth clients build legacies for them and their families. Rich concentrates on working with advisors in the design and implementation of thoroughly researched tax reduction strategies. Rich was previously an attorney in private practice and a corporate staff attorney specializing in tax issues and financial analysis.
Sean Conrad
Principal
EPIC Insurance Brokers & Consultants
Sean Conrad is a Principal with EPIC Insurance Brokers & Consultants, one of the leading and fastest growing retail and specialty distribution brokers in the insurance industry. Sean leads the EPIC Select platform in the West, delivering a uniquely tailored set of risk management products and solutions to the High Net Worth and Ultra High Net Worth market. EPIC and its’ companies place over $7B of insurance premium into the marketplace annually, and the firm employs over 3100 team members in all 50 states.
The Schedule
July 22, 2021
9:00 am – 11:00 am Pacific Time
Noon – 2:00 pm Eastern Time
The Platform
A virtual event like The Virtual Family Office Forum demands much more than an ordinary video conferencing platform like Zoom or WebEx. That’s why we have invested in a state-of-the-art platform that you will find intuitive, engaging and even entertaining.
We guarantee that it’s like nothing you have seen before—and as we move into an ever-more virtual world, it’s something you won’t want to miss. It’s web-based, so all you will need is a computer, a webcam, a microphone and an internet connection.
You Are Invited!
As one of our most valued clients, you are invited to attend The Virtual Family Office Forum. Seating is extremely limited at this exclusive event, so please register now to reserve your space. Simply complete the form below. You will receive a confirmation email, as well as follow-up reminders prior to the event.
If you have any questions about The Virtual Family Office Forum, please do not hesitate to reach out:
Kristopher Lindley, CFP
Private Wealth Advisor
DK Wealth Management LLC
12555 High Bluff Dr., Suite 210, San Diego, CA 92130
Tel: 619-550-4619 / Cell: 619-307-3848 / Fax: 619-754-2200
Email: kris@dkwmllc.com / Web: www.dkwmllc.com