Nashville Family Office

Connect 2020

Belle Meade Country Club

March 10, 2020


Families of wealth that persist for multiple generations have often used a family office as a critical tool to support the family. Nashville Family Offices Connect was created to provide a best in class event where families can learn about the creation and best practices of family offices and network with other generationally minded families in the region.

About Connect 2020

Families that seek to avoid the “Shirtsleeves to Shirtsleeves in 3 Generations” curse face a multitude of challenges. Family governance, philanthropy, heritage, and perpetuating family values are critical elements in building a family that can last for generations to come. Nashville Family Office Connect 2020 is a forum where families can safely and confidentially discuss such critical issues.

Attendance is for qualified attendees. Our program is open to families, family enterprises and/or their executives.

Confidentiality & Code of Ethics

Open communication, sharing of experiences, and networking are key to the success of the event. However, complete confidentiality is critical to facilitating such interaction, and by registering for this program, attendees agree to keep all information in the strictest of confidence.  Attendees are expected to adhere to a strict no solicitation policy.

Featured Talks & Speakers

Leveraging the insights of industry experts and family members, Connect 2020 provides thought leadership around a variety of issues facing families today.

3:15 PM

Tom Rogerson

The Six-Step Process to Healthy Family Interdependence

 4:30 PM – 5:30 PM

Panel Discussion

Family Office 101

4:30 PM – 5:30 PM

Panel Discussion

The Importance of Strong Family Governance

4:30 PM – 5:30 PM

Panel Discussion

Legacy through Philanthropy and Social Impact Investing

6:30 PM – 8:00 PM


Working Across Generations, Impacting a Community

Attendance &  Registration

Attendance is by invitation only.  Our Partners have covered all operating expenses for the event


Our Partners

Register Today