Free Enterprise Institute

As we gear up for the San Diego Angel Conference VI on May 9th, we want to hear about your best experiences from past San Diego Angel Conferences. Comment your top highlights from past years below for a chance to win free tickets for you and a friend to attend SDAC VI! We will randomly select one commenter for two free Premier Access tickets (a $500 value).

Just in case you don’t win, you can use promo code Take30 for 30% off tickets for this week only - don’t miss out: https://tinyurl.com/sdacvi

Join us for SDAC VI! Buy your tickets today at https://tinyurl.com/SDAC-VI-Finale.

This past Friday, leaders and supporters of family businesses gathered at Knobbe Martens to hear from expert speakers Dr. Jeremy Lurey, Chris Yount, Whit Batchelor, & Arceli Harvey at the USD Family Business Center's Symposium: Family Office Fundamentals. Participants were able to learn from and engage in conversation with the speakers and other knowledgeable family business leaders in the room throughout a productive morning. Save the date for our next event, Foundations and Philanthropy on April 9!

In the most challenging personal insurance market in a generation, family offices are seeking partnerships and guidance more than ever, according to the recent Family Office Benchmarking Study from Marsh McLennan Agency - Private Client Services. Join us on January 26 for 'Family Office Fundamentals' to hear Arceli Harvey share family offices’ top concerns, what they’ve experienced in this hard market, and what decisions they are making as a result. Register today: https://hubs.ly/Q02hjtm10

"In a family business you do more than just make a living, you build a legacy"
- Chris Yount.
This week: Join financial advisor, Whit Batchelor, and family business expert, Chris Yount, to learn more about what it means to be a good steward of your family's economic legacy through the employment of multi-generational strategies. Register for Family Office Fundamentals today: https://hubs.ly/Q02h78Bd0

Knauss School of Business at USD, U.S. Small Business Administration

Did you know that up to 90% of all families lose their wealth by their 3rd generation, with nearly 90% of all family businesses disappearing completely within 3 generations? Dr. Jeremy Lurey, Senior Consultant for Busines Consulting Group, has spent years advising families on how to avoid becoming part of this statistic. Don't miss his keynote and important insights at next week's Family Business Center Symposium. Register today: https://hubs.ly/Q02h2CSm0

For more on his top recommendations to help family businesses: https://hubs.ly/Q02h31nw0

The Family Business Consulting Group, Knauss School of Business at USD, The Brink, U.S. Small Business Administration

Meet our amazing SDAC VI Fund Manager, Priscilla Luckhurst. Before launching the Investor Track of the San Diego Angel Conference VI, we are offering the 2024 Angel Academy to new and returning angel investors. Join us on January 26-27, to meet incredible investors and learn everything there is to know about the basics of angel investing. Register at: https://hubs.ly/Q02gcjD40

The death of the entrepreneur is solitude. - Ernesto Sirolli.
Join us on January 26 for a symposium designed for family business leaders. Reserve your spot today: https://hubs.ly/Q02g4KjR0

USD Family Business Center presents: Family Office Fundamentals Brought to you by: Marsh McLennan Agency, Whittier Trust Company, and Family Business Consulting Group

Meet the speakers for the upcoming, Family Office Fundamentals, a symposium hosted by the USD Family Business Center! Join us for this half day event on January 26th to explore strategies for successful family office development and the attributes of high performing family businesses.

Register soon before spots run out! https://hubs.ly/Q02fHTRN0

Does you new years resolution including learning a new skill? How about, developing a more robust investment portfolio? Spread your wings at Angel Academy 2024, part of the San Diego Angel Conference. Explore investment diversification at this two day event as we learn together, build an investment network, and discover the finer points of angel investing in industries ranging from software to biotech and more. Register today to begin your Angel Investing journey.

Calling Family Business Leaders and Philanthropists! University of San Diego is proud to expand its family offerings through this second symposium by the USD Family Business Center. This symposium, we're focused on High Performing Families and will be diving into topics like family offices, philanthropy, and preserving your family legacy. Network with like-minded family business leaders navigating these areas in different ways.

Register Today: https://familyofficefundamentals-usd.eventbrite.com/



Knauss School of Business at USD The Family Business Consulting Group Marsh McLennan Agency - West

Happy New Year! Help get 2024 off to a great start by spending time working on your family business. Meet with like minded entrepreneurs at a half-day event focused on your family office and philanthropy. https://hubs.ly/Q02f9jYD0

USD Family Business Center presents: Family Office Fundamentals Join us for a morning of insights, strategies, and best practices for securing the economic engine of your family.