February 2017
At our February Consume & Converse, Dr. Otis Baskin shared his experience in management and governance/decision-making issues in family businesses....
December 2024
When it comes to planning for your children and grandchildren, fairness can be a complex goal, especially in families where some children have children of their own, while others do not. Balancing your wishes for equality with the unique circumstances of each family member requires careful thought and creative strategies. Below, we will explore some […]
C3 Financial Partners
October 2016
This Consume & Converse event discussed Protecting Your Assets – People and Property. Speaker Kevin Mellott* covered three specific security topics:...
May 2016
At this exclusive event, Phil Cubeta helped us think through the dynamics associated with Philanthropic Planning for Closely Held Business Owners...
January 2016
This informative event featured a good friend and trusted resource to C3 Financial Partners (formerly Texas Financial Partners), Kristin O....