RSM

RSM US Wealth Management client appreciation event: Sustaining and growing a dynamic family of wealth

Wednesday, Oct. 18, 2017
4:30–7 p.m. CDT

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.

Following the 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!

Agenda
4:30–6 p.m. CDT – Cocktails and heavy hors d’oeuvres
6–7 p.m. CDT – Presentation

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.

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

Cost
Complimentary

Questions?
Contact Briana Kuhlman at +1 612 376 9264.