United States

RSM US Wealth Management client appreciation event

Sustaining and growing a dynamic family of wealth

IN-PERSON EVENT  | 

The RSM US Wealth Management team invites you to our client appreciation event and presentation. It’s our way of saying thank you for the trust and confidence you have placed in us.

Minneapolis
Tuesday, Oct. 17, 2017

Register

Duluth
Wednesday, Oct. 18, 2017

Register

Following a cocktail hour, Ann Dugan, senior managing director of consulting at RSM’s family office exchange, will provide insights that will expand your view of family learning. She will discuss how to prepare family members for the impact of wealth and build upon your family values as you create a vision for the future. Ann will also present ideas for stewarding the opportunities that wealth provides and ensuring all family members are contributing members of society.

We look forward to seeing you there!

About our speaker               

Ann Dugan is the senior managing director of consulting at RSM’s family office exchange (FOX), where she leads the FOX consulting team in the delivery of services to many family groups as they strive to achieve long-term sustainability and multigenerational success. Ann is based in Pittsburgh and is a fourth-generation member of a business-owning family within the lumber and building supply industry in southeast Georgia.

Ann is the founder of the Institute for Entrepreneurial Excellence at the University of Pittsburgh which she led as executive director for nearly 30 years while also serving as the assistant dean for the Joseph M. Katz Graduate School of Business. Ann has served as an executive in residence for the Family Business Network (FBN), North American chapter, and as a board member for several private companies and family foundations.

Ann received her Bachelor of Science in economics as well as her MBA from the University of Pittsburgh. Ann’s background and experience make her uniquely qualified to provide the closely held enterprise with actual and deep knowledge of the business and the family so that both are positioned for continued success.

Event details

Dates and time
Minneapolis - Tuesday, Oct. 17, 2017
Duluth - Wednesday, Oct. 18, 2017
4:30 - 7:00 p.m. 

Location
Seven Steakhouse Sushi & Rooftop
Ultralounge
700 Hennepin Ave.
Minneapolis, MN 55403

Location
Boat Club Restaurant
Fireside Room
600 E. Superior St.
Duluth, MN 55802

CPE credit
None

Fee
Complimentary

More information
Email Briana Kuhlman or call + 1 612 376 9264