Events Information

The Council is thrilled to have a presentation by Stacy Allred, Sr. Managing Director and Head of Family Engagement & Governance at First Republic Investment Management and Kelly Garcia Arrillaga, CTFA, Managing Director, Family Engagement & Governance presenting on:

PREPARING THE FAMILY FOR THE WEALTH: ADVANCING FLOURISHING: A 10x10 LEARNING ROADMAP

What is the #1 goal of successful, wealthy families?  To foster thriving individuals and build a connected family.  Economic success is an amplifier that can lead to flourishing or languishing.  Money can help build well-being and self-esteem at each life stage or magnify ill-being and the potential of feeling lost.

This highly practical and interactive session will explore how families can actively ignite the potential of wealth by: 

• Creating a learning family, leveraging the role of a Chief Learning Officer
• Building ten competencies essential to effectively integrating economic wealth, across ten life stages
• Growing the intangible capitals of the family: Human, Intellectual, Social and Legacy
  • Please see related article and 2 minute video with Jay Hughes:  https://www.firstrepublic.com/insights-education/redefining-family-wealth-as-well-being
    
    

Stacy Allred
Sr. Managing Director
Head of Family Engagement & Governance
First Republic Investment Management
10885 NE 4^th Street, Suite 200, Bellevue, WA 98004 
Office: (425) 519-8891 | Mobile:  (206) 900-1179 Email: [email protected]

Family Engagement & Governance Team Purpose:   We serve as thinking partners to guide a coherent set of choices, unlocking potential, and advancing thriving individuals, families and communities.

Kelly Garcia Arrillaga, CTFA
Managing Director, Family Engagement & Governance
First Republic Investment Management
First Republic
12626 High Bluff Drive Suite 400 | San Diego, CA 92130
Office: (858) 720-2911 | Mobile: (650) 283-5881 | Email: [email protected]

In-Person Meeting/Presentation Start Time:

Meeting starts at 7:00AM
Announcements and Introductions starts at 7:35AM                                                                                                                
The Presentation Starts at 7:50AM to 9:15AM

Remote Meeting/Presentation Start Time:
Remote Meeting starts at 7:30AM
Announcements and Introductions starts at 7:35AM
The Presentation Starts at 7:50AM to 9:15AM

Meeting End Time:
9:15AM