FROM SUCCESS TO SIGNIFICANCE

Thank you to everyone who joined us for this year’s Signature Event. We were honored to gather with clients, partners, and friends for a day of conversation, insight, and connection. Together, we explored the evolving macroeconomic landscape, discussed strategies for navigating uncertainty, and heard from leading experts on topics that matter most to families facing transformational moments of wealth.

For those unable to attend, we’ve made the full program available on demand. You’ll find keynote presentations, panel discussions, and conversations with thought leaders—all focused on helping business owners and families unlock the full potential of what they’ve built.

We’re grateful to our speakers, partners, and attendees who made this event possible, and we look forward to continuing the dialogue in the months ahead.

WELCOME REMARKS

Terry Cook, CEO and Managing Principal at Parcion.

Financial Keynote

With Jurrien Timmer, Global Markets Thought Leader & Director of Macro Strategy.

Investment Panel

Alternatives + Q&A with Pete Hecht, Managing Director at AQR Capital Management, Gabrielle  Zadra, Senior Managing Director at Cliffwater, Diana Sands, Managing Director in the Client and Product Solutions Group at Apollo.

Cyber Security

With Gary Rossi, Cyber Crimes Expert & Formal Special Agent for FBI.

Longevity + Brain Health

With Dr. Terry Wahls, Clinical Professor of Medicine & Best Selling Author.

Family Engagement Fireside Chat

A fireside chat with Terry Cook, CEO and Matthew Wesley, Leading Advisor, Speaker & Thought Leader.

Spotlight on Our Community Partners

At this year’s Signature Event, we were honored to highlight three organizations making a profound difference in our community.

By sharing their stories on stage, we were reminded of the power of community, compassion, and partnership in creating lasting change.

Below we’re the videos we produced to highlight the impactful work they are undertaking.

Big Brothers Big Sisters of Puget Sound

Building brighter futures through one-to-one youth mentoring, Big Brothers Big Sisters empowers young people to realize their full potential by fostering relationships that inspire confidence, ignite potential, and create lifelong impact.

Acres of Diamonds

Providing safe housing, life-skills training, and holistic support, Acres of Diamonds helps homeless women and their children break cycles of poverty and build stable, thriving futures. Their mission is rooted in restoring dignity, hope, and long-term opportunity.

University of Washington Men’s Health

Through groundbreaking research, education, and care, UW’s Men’s Health program is advancing understanding and treatment of men’s health issues. Their work ensures more families benefit from healthier, longer lives.