Traditional planning has failed to keep families and their fortunes together for three or more generations - and that has been true for centuries all over the world.

Setting the stage for rapport in larger business events, cocktail conversations, private social events, and first business meetings often leads to larger engagements.  But the two most common questions are “What do I say?” and &ldquo

If you have not had the chance to come to our annual The Gathering event, here is a video presentation of The Gathering 2012.

The Southern California Institute invites you to The Gathering 2013 event hosted by the Laureate Center for Wealth Advisors.  This w

As the new year kicks off, we are excited to share that our Director of Digital Education and Communications, Rob Pene, and his wife have two baby twins girls to be grateful for.

Thursday Insights has been a staple program for SCI for over 10 years.  And we are running strong into 2013.  If you have not made it to one of our programs, feel free to browse through the upcoming schedule and come to visit.

The Southern California Institute champions collegial relationships through our various programs.  Here is a list of items that we focus on when we think about what collegiality and collaboration looks like:

The 2012 year has been a year we are grateful for.  We've had the opportunity to host numerous educational events, business social events, business gatherings, etc...which has given us the unique chance to meet new people and maintain relati

The Southern California Institute shares uncommon knowledge, insights, and practical know-how at every level of educational need - from the beginning practitioners to post doctoral experts - all the while stressing the how-to of a