UPCOMING MEETING
Date: April 7, 2026
Topic: The Fiduciary Edge: Navigating Complex Capital and Governance for Modern Legacy
Have you ever looked across the table at your clients and wondered if what you are saying is landing? How is it being heard and understood? Why might it not be implemented or even taken into consideration?
Through the lens of family philanthropy and the family foundation, we will explore the “gremlins” in the room that, when called attention to, can move your client relationship from surface-level to become the trusted advisor at a multi-generational level.
Focus: Directly addresses the critical shift in client demands from rising generations and wealth inheritors
Speaker: Gena Rotstein, MA, FEA, Karma & Cents Inc.
2025-2026 Meetings
October 21, 2025 (Dinner inc. AGM)
November 25, 2025 (Lunch)
January 27, 2026 (Virtual)
February 24, 2026 (Lunch)
April 7, 2026 (Lunch)
May 26, 2026 (Dinner)
June 16, 2026 Year-End Social
Your membership
It’s time to renew your 2025/26 membership! Feel free to email us with any questions
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Acknowledgement
We acknowledge that we work on the traditional and unceded ancestral homelands of the Coast Salish peoples, including the territories of the xʷməθkwəy̓əm (Musqueam), Skwxwú7mesh (Squamish), Stó:lō and Səl̓ílwətaʔ /Selilwitulh (Tsleil-Waututh) Nations