Thank you for your interest in facilitating a breakout session at the 2025 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 theme, Navigating Change: Building Capacity. Empowering Wellbeing, emerged from the understanding that the pace of change is accelerating and can be overwhelming. We can’t get ahead of it, and we can’t manage it alone. Through connection and collaboration, we can go from struggle to strength, expand capacity, and empower wellbeing in ourselves and our clients.

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 20, 2025.