Family and Business Events

“Education, Insights, and Useful Topics from Experts in Today’s Complex Wealth Strategies World”


Family Care Workshops

FamilyCare™ Workshops are informational courses, seminars, and educational series offered to business owners, real estate owners, and families with taxable estates.


Connect with California Wealth Advisors

Find educators and practitioners who are leaders in their industry and who will translate the complex into understandable options and help you and your other wealth advisors create and maintain your wealth strategies plan.


Gone Fishin’ for a Better Business, a Better Life

Bond and share experiences with fellow business owners while conducting a five-day business and fly fishing program in Wyoming.


The Balanced Life, a Clarity Retreat in Hawaii

A week-long Clarity Retreat in Hawaii, co-sponsored with Sharp Hospital, gives attendees the strategies to harness the power of their health, wealth and wellness, bringing greater balance and harmony to their lives.


The Southern California Institute helps Wealth Advisors and clients through Successful Family and Business Owner Events, Wealth Advisor Education Programs, Wealth Advisor Partnering Programs, and Speakers Bureaus.