Join host Danielle Patterson, Founder & CEO of Family Office Access, and special guest Arthur Andrew Bavelas for 'Entrepreneurial Exits to Family Office Formation' on Thursday, June 19, at 1:00 PM ET.
In this session, Arthur shares his personal story of moving from entrepreneur to Family Office founder, offering practical tips and real-world lessons.
Who Should Attend? Perfect for entrepreneurs, investors, and Family Office professionals who want clear, useful strategies to improve their businesses and investments.
What You'll Learn:
- How to transition smoothly from exiting a startup to launching a Family Office
- How are Family Offices evaluating investment opportunities
- How to build strong, useful networks
- How to Align with Family Offices
- Best practices when presenting opportunities
Topics We'll Cover:
• From Startup to Family Office: How Arthur’s experience as an entrepreneur shaped his approach.
• Managing Your Family Office: Best practices and lessons learned from running BavelasGroup LLC.
• Creating a Community: How and why Arthur founded Family Office Insights.
• Smart Investing: Practical methods for spotting good investment opportunities.
• Giving Back: Ideas for blending philanthropy with your long-term planning.
June 19th, 2025
ZOOM, 1- 2 pm ET