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Cale Dowell and Jeff Thomas review a real case to discover how to navigate the nuances of hosting and conducting a family meeting. By examining what works and what doesn't, you will explore how well-run family meetings benefit both the client family and the advisor.
About the Speakers
Cale Dowell
Arkos Global AdvisorsCale Dowell is a published thought leader in vulnerability analysis and risk mitigation and the creator of “Wealth Languages.” In 2017, he left his corporate career to help launch Archetype Wealth Partners (now Arkos Global Advisors) and create a paradigm shift in the way the financial services industry serves and impacts people. Cale’s passion is rooted in the mission to help families thrive across generations. He and his wife, Lynne, reside in Houston and have two children.
Jeff Thomas
Arkos Global AdvisorsJeff Thomas is the Founder and CEO of Arkos Global Advisors, LLC, a pure fiduciary wealth management company that is opening offices across the country. Seeking to help clients at a deeper level, Jeff and his team founded Arkos after 25 years at the largest firms on Wall Street. Jeff authored the book Trading Up: Moving from Success to Significance on Wall Street and is a co-host of the Generous Business Owner podcast with Alan Barnhart and Jeff Rutt.
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