October 7, 2025 - Because “I Love Real Estate” is not a Fiduciary Standard (Live Event)

Back to catalog

$75.00

PEPC Member?

Member

Non-Member ( +$15.00 )

In stock

Product Details

Location:

San Mateo Elks Lodge
229 W. 20th Avenue
San Mateo, CA

Date & Time:

October 7, 2025 (Tuesday evening)

5:00-6:00 pm (Registration & Networking Wine Reception)

6:00-7:30 pm (Association Business & Presentation)

Cancellations and refund requests must be received by Friday, October 3rd.

Our Presentation : Because “I Love Real Estate” is not a Fiduciary Standard

Description:

Oftentimes a family’s wealth has been created by focusing on a particular asset – whether that be a family business, a real estate empire, or some other concentrated position. Transitioning to a more diversified portfolio can be unnerving for many families, so how does a corporate trustee balance its fiduciary duties with a family’s desire to maintain their current assets? This presentation explores the fiduciary duty to diversify, with a spotlight on real estate holdings, and offers practical (and lawsuit avoiding) strategies to mitigate risk while keeping settlors, beneficiaries, and trustees equally happy.

About Our Speakers:

Marc McKay, National Head of Trust, Estate and Fiduciary Administration

BMO Wealth Management

and

Amy Takeuchi Wanlass, Senior Director, Family Office Planning

BMO Family Office

October 7, 2025 - Because “I Love Real Estate” is not a Fiduciary Standard (Live Event)

Back to catalog