TBA, Dallas Texas, USA

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Event Date Wed Oct 20 EDT (8 months ago)
Location TBA
Dallas Texas, USA
Region Americas

DC Finance invites you to join the Houston and Dallas series of family office conferences. Each event hosts over 100 Single Family Office executives and Ultra and High Net Worth Individuals (HNWI) representing approximately $50 Billion under management.

Will offer not only cutting edge education but also a networking platform for local and international families that you won’t meet anywhere else. Come meet families just like you, from the US as well as from the other side of the Atlantic who seek investments, partners, or just good friendship. Gain valuable insights and learn fresh innovative ideas from a distinguished panel of experts from all across the globe speaking on a variety of unique topics.

The Texas Family Office Conference

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.

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


2021 Speakers:

Mr. Trammell S. Crow
Founder, EarthX

Mr. Bill Hutchinson
Founder and President, Dunhill Partners Inc.

Mr. Amir Ansari
Founder and General Partner, Vaticx

Ms. Jaynie Schultz
Director, Schultz Family Foundation

Ms. Vandana Tilak
Pro Bono CEO, Akshaya Patra USA / Almex, USA (SFO)

Mr. Jeff Strese
Chief Talent and Learning Officer, Tolleson Wealth Management

Ms. Susan Jenevein
Director, Philanthropy Tolleson Wealth Management

Mr. John E. Messervey
Private Advisor to America’s Leading Families™

Ms. Wendy Diamond
CEO, Founder, Women's Entrepreneurship Day Organization

Mr. Jeffrey Brown
Director, Institutional Portfolio Manager, Parametric

Mr. Bryan Chambers
Vice President, Accelerator, Investment Fund, Capital Factory

Ms. Desirée Patno
CEO & President, Women in the Housing & Real Estate Ecosystem

Mr. Josh Ungerman
Partner, Meadows Collier

Mr. Alan Davis
Partner, Meadows Collier