PEF+: Starting a Family Office Workshop
by PEF (Post Exit Founders) Community
About this event
Join us for a session on what comes after selling a business: building and operating a Family Office. The discussion will explore how entrepreneurs can approach this next phase with the same discipline they applied to growing their companies. Participants will receive a practical overview of how Family Offices are structured, governed, and managed, followed by an open discussion and Q&A.
This event focuses on the four pillars of a well-designed Family Office:
Structure and governance: legal frameworks, decision-making processes, and alignment across generationsFinance and tax: integrated financial planning, tax strategy, and liquidity managementOperations and execution: clear roles, accountability, and coordinated advisory workLegacy and impact: defining the purpose of wealth beyond financial returns
The session is led by Bret Farris, a wealth management professional with expertise in tax planning, banking, asset management, retirement, and estate planning.
Designed to be practical and discussion-driven, the session allows time for questions and shared experiences to help PEF Members apply these concepts to their own situations.
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About PEF+: Starting a Family Office Workshop
PEF+: Starting a Family Office Workshop is a free independent taking place on Wednesday, June 10, 2026 at a venue to be announced. This independent is organised by PEF (Post Exit Founders) Community. Attendance is free — register to secure your spot. The event runs for approximately 1 hour.
PEF+: Starting a Family Office Workshop — key details
- Date:
- Wednesday, June 10, 2026
- Time:
- 5:00 PM – 6:00 PM (America/Chicago)
- Duration:
- 1 hour
- Location:
- a venue to be announced
- Price:
- Free
- Format:
- In-person
- Organiser:
- PEF (Post Exit Founders) Community
What to expect at PEF+: Starting a Family Office Workshop
Join this independent over 1 hour for an engaging session of learning, discussion, and networking with fellow attendees.
Who should attend PEF+: Starting a Family Office Workshop?
This independent is ideal for:
- professionals and enthusiasts interested in this topic
- anyone looking to learn, network, and get inspired
Why attend?
- Free to attend — no financial commitment required
Topics and categories
PEF+: Starting a Family Office Workshop covers topics including Tech. Find similar events by browsing these topics on Rifio.
Frequently asked questions about PEF+: Starting a Family Office Workshop
- When is PEF+: Starting a Family Office Workshop?
- PEF+: Starting a Family Office Workshop takes place on Wednesday, June 10, 2026 from 5:00 PM to 6:00 PM (America/Chicago).
- Where is PEF+: Starting a Family Office Workshop held?
- PEF+: Starting a Family Office Workshop takes place at a venue to be announced.
- How much does PEF+: Starting a Family Office Workshop cost?
- PEF+: Starting a Family Office Workshop is free to attend. Register on the event page to secure your spot.
- Who is organising PEF+: Starting a Family Office Workshop?
- PEF+: Starting a Family Office Workshop is organised by PEF (Post Exit Founders) Community. You can find more of their events on Rifio.
- How do I register for PEF+: Starting a Family Office Workshop?
- You can register for PEF+: Starting a Family Office Workshop through the original event page on Luma. Click the "View on Luma" button above, or save it to your Rifio account to get reminders.
- How long is PEF+: Starting a Family Office Workshop?
- PEF+: Starting a Family Office Workshop runs for approximately 1 hour, from 5:00 PM to 6:00 PM (America/Chicago).