Four times each year our team comes together from across the country to share, build, envision, and collaborate at our Quarterly Advisor Summit and Investment Council Meeting.
This April our meeting took place at the beautiful Pepperdine campus in Malibu.
The Summit takes place over several days where our advisors, operations, and management teams unite through workshops, market and finance updates, and training.
Kristofer Gray presented the exciting advances in our sister company, the Living Well Family Office‘s roll-out and launch.
Senior Financial and Family Wealth Advisor Keith McBride discussed client communications, training on how to continuously improve your service skills and financial knowledge in order to best serve both customers and colleagues. The team recognized and commended the hard work and dedication of both Keith and fellow FFI graduate Admand Wong for completing the Family Wealth and Family Legacy Advisor programs.
Admand Wong and Keith McBride, graduates of the Family Firm Institute discussing the evolution of the Family Office.
Philanthropic Advisor Lockwood Holmes Jr expanded on the exciting, revolutionary giving tool of Donor Advised Funds, and Wealth Management Advisor Sarah Archer took the team through a market wrap, progressive investment strategy, and future-focused portfolio strategy.
When people with a passion for their industry, company, and colleagues come together, everyone walks away energized and excited about the future.
Advisors (from left) Admand Wong, Keith McBride, Brandon Bush, and Christopher Matcek enjoying the Summit.
After the final day of the Summit the team shed the boardroom attire and pulled out the hiking gear to relax, unwind, and enjoy a hike through Zuma Canyon and a healthy lunch at SunLife Organics in Malibu.
Our whole team taking a break to enjoy a healthy, nutrient-filled smoothie or juice at SunLife Organics.
There’s no better way to finish a great Summit than to come together and get into nature on a hike through Zuma Canyon.
We would also like to thank Professor Samuel Seaman and Pepperdine University for your wonderful hospitality.
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