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  • Exit Planning Exchange
Exit Planning Exchange
May
05

XPX Northern California: Family Business (Members Only)

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Details
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Date & Time

Tue, May 5th, 2026 ⋅ 4:30pm - 7:00pm (PDT)

Location

Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104

Status

Registration Open

Tickets

XPX Northern California Members
$0.00
Guests

Registrants

35 people are going
JJ
JP
KE
Robert Thomas of WithumSmith+Brown, PC is a member of XPX Northern California
Richard McDerby of Manatt, Phelps & Phillips LLP is a member of XPX Northern California
+30

Join us for an interactive discussion about Family Businesses and their unique challenges along with roundtable discussions with peers and cross-industry specialists to capture experiences across their experiences and perspectives.

We request your RSVP to be able to set expectations with the venue and the attendees.

Our Speaker:


Phelps Wood

Founder
Tres Arcos Partners

Phelps Wood grew up in a family business and has spent the bulk of his professional life working with both family-owned and founder-led businesses. He founded Tres Arcos to help enterprising families navigate transitions and perpetuate successful businesses and family relationships.

Phelps helps clients identify common values, establish realistic goals and work together to foster and strengthen their legacy. With experience leading his family’s business through a generational transition, Phelps empathizes with the difficult conversations and emotions that face families and the complexity of balancing business needs with family relationships.

Agenda:

4:30 - 5:00 Networking
5:00 - 6:45 Panel and Table Discussions
6:45 - 7:00 Wrap up and Close

Registration Fees:

XPX Northern California Members: $0. There will be drinks and light hors d’oeuvres.

There is no charge for this event but registration is required for catering planning and building access.

This is a Members Only event.  If you are new to XPX and would like to be our guest please contact Adrian Bray: abray@consultstellar.com +1-415-690-9713

Please apply to become a member at:

https://my.exitplanningexchange.com/application/northern-california

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
JJ
Jemma Jorel Lester
JP
Jeremy Patterson
US Bank
KE
Ken Epstein
Robert Thomas of WithumSmith+Brown, PC is a member of XPX Northern California
Robert Thomas
WithumSmith+Brown, PC
Richard McDerby of Manatt, Phelps & Phillips LLP is a member of XPX Northern California
Richard McDerby
Manatt, Phelps & Phillips LLP
KC
Kevin Claypool
Five Star Bank
Bill Loew of Miles Consulting Group, Inc. is a member of XPX Northern California
Bill Loew
Miles Consulting Group, Inc.
TJ
Tiffany Jones
Terry Hill of BPM LLP is a member of XPX Northern California
Terry Hill
BPM LLP
BL
Brendan Lund
Lathrop GPM
CM
Craig Martin
Pawlawski Martin Leadership
Stephen Dobrow of Primark Benefits is a member of XPX Northern California
Stephen Dobrow
Primark Benefits
RR
Roger Royse
Haynes and Boone,LLP
Adrian Bray of Stellar Business Consulting Inc. is a member of XPX Northern California
Adrian Bray
Stellar Business Consulting Inc.
BO
Brian Ogle
Avidbank
CP
Carlos Paladino
JP Morgan
AB
Anne Bisagno
Xantrion Inc.
Jay Jung of Embarc Advisors is a member of XPX Northern California
Jay Jung
Embarc Advisors
Jonathan Rubens of Moscone Emblidge & Rubens LLP is a member of XPX Northern California
Jonathan Rubens
Moscone Emblidge & Rubens LLP
Trevor Gilmore of The Menke Group is a member of XPX Northern California
Trevor Gilmore
The Menke Group
Paul Humphreys of ACT Capital Advisors is a member of XPX Northern California
Paul Humphreys
ACT Capital Advisors
Anthony Lugo of Mercer Advisors is a member of XPX Northern California
Anthony Lugo
Mercer Advisors
LC
Louann Conner
SagaciousThink
MD
Michael Deboard
Martin Johnson of Sagemark is a member of XPX Northern California
Martin Johnson
Sagemark
Ryan Lockhart of Lockhart Legacy Law is a member of XPX Northern California
Ryan Lockhart
Lockhart Legacy Law
Nanda Nandkishore of Acacia Group, Inc. is a member of XPX Northern California
Nanda Nandkishore
Acacia Group, Inc.
PW
Phelps Wood
Tres Arcos Partners
Brit Summerill of NOW CFO is a member of XPX Northern California
Brit Summerill
NOW CFO
RN
Rod Nafrada
NOW CFO
SS
Steven Sherman
Sherman Business Law
AS
Alec Saucedo