Linda is a frequent speaker on wealth transition, governance and philanthropy. She is also available to facilitate family meetings, financial education workshops, and other programs to train the next generation.

Appearances & Events

Wellesley Club of Pasadena

May 20, 2018 — Discussion on The Business of Family

CFA Society of Los Angeles

January 11, 2018 — Book Club Meeting Discussion on The Business of Family

Claremont McKenna College Accounting Association

April 25, 2016 — Conversation about personal and family finance with accounting students

MomFair LIVE! Conference

January 31, 2016 — MomFair is a destination for moms to help them rediscover their careers

Preparing Families and their Businesses for Tomorrow

September 22, 2016 — Huntington Library, Art Collections and Botanical Gardens

Investment Advisor Association Leadership Conference

May 5, 2016 – Tales of Succession: What Worked? And What Didn’t?

Women’s Leadership Conference

September 19, 2015 – Mount Saint Mary’s Women’s Leadership Conference