About the Program

Who Should Attend

Dave Specht will discuss the Five Keys to Generational Wealth Transistions

Join trust and wealth management professionals at the Oregon Bankers Association’s annual Trust & Wealth Management Luncheon in Portland. This event offers valuable networking opportunities and a luncheon program featuring Dave Specht, director of the Global Family Business Institute at the Drucker School of Management, who will discuss the Five Keys to Generational Wealth Transitions. 

Serving multi-generational family businesses represents a fulfilling and profitable opportunity for wealth management professionals. Understanding and navigating the intersection of the financial and non-financial complexities to these relationships is key for advisors to successfully work in this space.
 
During this session, Specht, will offer actionable frameworks to develop effective ways to serve these business-owning families as they navigate ownership and management transitions. Learning the five keys to generational wealth transitions and implementing them will position your organization to become the destination spot for these important clients.

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Preliminary Event Program

11 am – Noon  

Noon 

12:30 - 1:25 pm 



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1:25 pm 

1:30 pm

Networking

Luncheon

Luncheon Program 
Five Keys to Generational Wealth Transitions
Dave Specht, Director of Global Family Business Institute, Drucker School of Management

Closing Remarks

Adjourn

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Sponsorship Opportunities​

​Sponsorships include recognition at the event and in event materials.

• Table Sponsor ($1,000): Includes six attendees (one sponsored table)
  
  
• Gold Sponsor  ($2,500): Includes up to 12 attendees (two sponsored tables)
  
  
• Presenting Sponsor ($5,000): Includes involvement in the event program and up to 18 attendees (three sponsored tables)

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Ideal for trust and wealth management professionals at banks, trust companies and law firms and anyone interested in networking with these individuals.

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Registration

$85 

register

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Event Cancellation & Late Fee

The registration deadline is five days prior to the luncheon and no refunds will be offered after the registration deadline; however, a substitute may attend. Registrations received after the deadline will be accommodated, if possible, but may incur a late fee up to 10% of the registration. Cancellation requests should be sent in writing to [email protected]. 

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Questions

Jennifer Schubert
(503) 576-4126
[email protected]

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Location

Hilton Portland Downtown
921 SW Sixth Avenue
​Portland, OR 97204​