Dallas Family Office & High Net Worth Conference 2023 | DC Finance | 22 March 2023 | George W. Bush Presidential Center, 2943 SMU Boulevard, Dallas, TX 75205, USA

DC Finance’s Global Family Office and High Net Worth Individual Community builds an international network of high-net-worth individuals, family offices, and investors for mutual growth and support through first-tier events worldwide.

DC Finance invites select partners to seize the opportunity and interact with an exclusive group of senior Single Family Office and Multi-Family Office investment executives, private investors and family members. Each representative is personally invited and vetted by DC Finance.

DC Finance’s speakers include the world’s most famous families, thought leaders, organizations, and entrepreneurs. From the SEC to the Federal Reserve, City Mayors and Senate members; from the Founders of Ethereum, Waze, and LinkedIn to the world’s most prominent families. Past speakers include members of such families as Silverstein, Desmarais, Brenninkmeijer, Spielberg, Arison, Hunt, Sawiris, Hunt, Du Pont, Musk, Perdue, Mars, Rockefeller, and Firestone to name but a few.

While service providers are allowed to purchase tickets, the number of tickets available is limited to 15.

With a fresh approach to how Family Office events should look like, DC Finance is proud to present our Dallas & Houston Family Office & Wealth Management Conferences – a conference built by Single Family Offices and HNWI for Single Family Offices and HNWI.

The event, attended by over 100 qualified families and family offices executives, brings together families seeking cutting edge education and enables an exchange of knowledge and experience with similar families.

We are inviting select partners to seize the opportunity and interact with an exclusive group of senior Single Family Office and Multi Family Office investment executives, private investors and family members. Each representative is personally invited and vetted by DC Finance.

Through a series of panel sessions and presentations, the Texas Family Office & Wealth Management Conferences will cover topics related to the following subjects, as well as other areas of interest and concern to affluent families:

• The Global Macro Economy
• Traditional and Alternative Investing (dedicated panels will cover investments in Oil & Gas, High Tech, Real Estate and Art)
• Emergy
• Legal & Tax Issues
• Personal & Financial Security and other Lifestyle Issues
• Washington/Legislation/Fed Policy
• International Trends and Developments for Family Offices
• Family Office Governance
• Successfully Managing Family Dynamics
• Accounting and Tax Strategies
• Philanthropy

2023 Speakers

Bob Schlegel
Chairman, Schlegel Land Company

Kelly Mohs Gage
Carlson FO and Foundation, Director of Advancement, Nomi Network

Kacie Malouf
Chair, Malouf Foundation; Co-Founder, Malouf; Partner, TamarakCapital

Amir Ansari
Co-Founder Telecom Technologies; Co-Founder, Ansari Space Accelerator; Founder, VaticX; Board Member, XPRIZE Foundation

Marcia S. Nelson
Managing Director, Freedom Capital Markets; President, Freedom Family Office; Founding Partner, Triple C Advisory

John Messervey
Private Advisor to America’s Leading Families

Mary Ann Thompson-Frenk D.D. (h.c.)
Next Gen of the 7-Eleven family; Co-Founder/President, The Memnosyne Institute; General Partner, UTF Holdings

Matthew J. Nordgren
Finance and Investment Executive Family Office & Wealth Mgmt

Nicholaus Rohleder
Co-Founder, Climate Commodities

Yaky Yanay
CEO & President, Pluri

Shamoil T. Shipchandler
Chief Counsel for the Risk and Regulatory Group, Charles Schwab

Jay Johnson
Managing Director & Deputy Chief Counsel in the Technology, Digital and Innovation legal group, Charles Schwab

Russell A. Glotfelty
President & CEO, AXIOM

Marco Hussen
Partner, AXIOM

Robert E. Mallernee
Founder & CEO, Eton Solutions

Ole Mensching
Co-founder & General Partner, Apollo Health Ventures

Dotti Reeder
Managing Director, Client Advisory Team, Tolleson Wealth Management