Request for Proposals

Thank you for your interest in facilitating a breakout session at the 2024 Rendezvous.

Rendezvous offers a unique learning experience which promotes the exploration and sharing of best practices for legacy families, families in business and collaboration among advisors and consultants. If you’d like to help us build on the tradition of valuable, unique, and innovative learning, we’d encourage you to submit a proposal to be considered as a breakout session facilitator.

This year’s Rendezvous theme, “Deepening Our Impact: Exploring the Both/And,” emerged from our community’s commitment to fortifying and amplifying both the purposeful success of our client, their families, their businesses, and communities — and so too ourselves, our businesses, and communities. The concept of “Both/And” reflects the nuanced nature of life, acknowledging that it is not simply black or white.  It also underscores the significance of simultaneously acknowledging multiple perspectives, approaches, preferences, solutions and/or outcomes. This overarching theme serves as a tribute to the rich diversity of thoughts, interests, and needs within our client base, ourselves, and the broader world.

Please review the Request for Proposals Document prior to completing the form below to submit your breakout session proposal to the reviewing committee. We do ask that you only submit one proposal for consideration due to the large number of session proposals we receive.

The deadline for submissions is January 16, 2024.