Your Wealth's Potential: Governing What You've Built
If your family's wealth was built in the last generation, you're likely navigating what comes next for the first time. With recent changes to the federal estate tax exemption, the hardest questions are no longer about tax, they're about preparing your beneficiaries, governing your family's decisions and defining what the wealth is for. Over four sessions led by advisors, attorneys, CPAs and University of San Diego faculty, the Family Wealth Stewardship Symposium gives you the fluency to not only understand your wealth and assets, but also how to manage them with a future-forward mindset.
Event Details
Family Wealth Stewardship Symposium
- April 30, 2027
- Symposium: 1:00 - 4:30 pm
- Reception: 4:30 - 6:00 pm
- Location: USD Kroc Institute for Peace and Justice
Sessions
Speakers and Panelists
To be announced.
Symposium Tickets
Register to attend and purchase your ticket for the Family Wealth Stewardship Symposium. Seats are limited.
Company Sponsorships
Sponsoring the Family Wealth Stewardship Symposium connects your firm to leaders and practitioners who specialize in investing and protecting family wealth funds. As a founding sponsor, your support helps close a crucial information gap for families navigating generational wealth for the first time and affirms your company’s standing as a partner in providing financial education to our San Diego community.
- Title Sponsor
- Gold Sponsor
- Silver Sponsor
- Named founding partner on event materials — print, digital, and Center for Applied Finance website
- Welcome from the stage in the opening block
- First right of refusal for Title sponsorship next year
- Silver and Gold Benefits
Inquire About Sponsorship Opportunities
Email Rob Raczkowski, Director of the Center for Applied Finance: rraczkowski@sandiego.edu