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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

4 people are going
JJ
JP
KE
Robert Thomas of WithumSmith+Brown, PC is a member of XPX Northern California

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