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Upcoming events

19th Annual Family Forum

Please join us for our 19th Annual Family Forum, a half day of educational sessions thoughtfully designed for multi generational families.

In a time when global events, evolving trade relationships and shifting economic conditions continue to shape the world around us, families are navigating important conversations about continuity, leadership and long term opportunity. This year’s Family Forum will focus on the forces influencing the global economy today, alongside the growing importance of leadership, ownership and wealth transitions as the next wave of retirement and business succession unfolds worldwide.

Trillium Partners looks forward to bringing families together for informed dialogue and perspective to help support continuity, stewardship and the enduring strength of your family’s financial legacy.

Complimentary parking, breakfast and lunch will be provided.

Schedule
8:00 – 8:15 a.m. Registration and UBS Opening Remarks
8:15 – 9:00 a.m. Breakfast
9:00 – 10:00 a.m. Morning Keynote: 2026 Halftime Show: Markets, Momentum, and What’s Next
10:00 a.m. – 12:00 p.m. Educational Breakout Sessions
12:00 – 12:45 p.m. Lunch
12:45 – 1:30 p.m. Afternoon Keynote: Charting Disruption—Artificial Intelligence

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Atlanta, GA - Buckhead

31 July, 20268:00 AM - 1:30 PM Eastern

    Register for this event

    17th Annual Fiduciary Forum

    Join us for the 17th Annual Fiduciary Forum, hosted by the Trillium Partners team at UBS, a half-day dedicated to empowering fiduciaries and retirement plan sponsors.

    Expect two dynamic keynote presentations, breakout sessions for deeper learning, and peer-sharing opportunities to exchange best practices and build valuable connections.

    Enjoy complimentary breakfast and lunch while gaining insights into fiduciary responsibilities, industry trends, and strategies that drive better outcomes.

    We look forward to being together very soon for a day filled with fiduciary knowledge and networking, and we would love for you to be a part of it.

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    The Whitley | 3434 Peachtree Rd NE Atlanta, GA 30326

    30 January , 20268:00 AM - 1:45 PM Eastern

      Decrypting Digital Assets: Understanding the basics of the evolving crypto ecosystem

      The Trillium Partners team is delighted to invite you to a educational webinar meant to breakdown a very complex topic that has been making headlines this year.

      As the digital asset landscape continues to evolve at a rapid pace, we recognize the importance of empowering our clients with clear, unbiased, and foundational knowledge. This session is designed to demystify digital assets, beginning with the basics and building toward a deeper understanding of their role in today’s financial markets.

      Our speaker, Sam Konigsberg brings over 15 years of experience at BlackRock, where he leads a team specializing in portfolio strategy, practice management, and investment consulting across all investment vehicles—including ETFs, mutual funds, SMAs, private markets, options, direct indexing, and digital assets. He holds the Certified Investment Management Analyst (CIMA) designation from the Wharton School of the University of Pennsylvania, a Certificate in Blockchain and Digital Assets (CBDA), and is a member of the Investments & Wealth Institute. Mr. Konigsberg earned his bachelor’s degree in business administration with a concentration in finance from the University of Georgia.

      What You Will Learn:

      What are Digital Assets?
      An introduction to digital assets, and the underlying blockchain technology that powers them.

      How Does Digital Assets Work?
      A step-by-step explanation of how blockchains can operate as decentralized, global, and censorship-resistant asset, including the mechanics of blockchain, mining, and transaction validation.

      Why Are Digital Assets Relevant Today?
      Insights into why digital assets are gaining traction globally, their potential as a monetary alternative, and their place among traditional asset classes.

      Key Considerations for Investors:
      Discussion of volatility, portfolio diversification, and the practicalities of gaining exposure to digital assets through exchange-traded products.

      Risks and Regulatory Considerations:
      A transparent overview of the risks, regulatory landscape, and important factors to consider before investing.

      This webinar is ideal for individuals who are curious about digital assets but may feel overwhelmed by the complexity of the space. Our goal is to provide clarity, context, and confidence as you navigate this emerging area of finance.

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      Online webinar

      24 October , 202510:00 AM - 11:00 AM
      • Samuel Konigsberg, Director, Market Leader US Wealth Advisory, BlackRock

      AI Demystified: A woman’s guide to the future

      Join us for an exclusive gathering of visionary women at the forefront of innovation, leadership, and transformation. AI Demystified: A woman’s guide to the future is designed to inspire and equip executive and affluent women with the tools to lead confidently in the age of artificial intelligence.

      Alicia Lyttle is a AI strategist, entrepreneur, and TEDx speaker with over two decades of experience at the intersection of artificial intelligence, digital transformation, and business innovation. As the CEO of AI InnoVision, she helps organizations harness AI-powered automation, drive innovation, and scale impact across industries including finance, healthcare, government, and entrepreneurship. She has spoken at events and conferences across the United States, the Caribbean, Europe, Asia, Africa, and the Middle East, sharing her knowledge on AI’s role in reshaping industries.

      At this event, Alicia will demonstrate a curated selection of AI tools that are transforming how businesses operate—giving attendees a hands-on look at how these technologies can be leveraged for growth, efficiency, and impact.

      Whether you’re leading a company, launching a venture, or exploring how AI can elevate your impact, this is your opportunity to connect, learn, and lead with purpose.

      Seats are limited. Reserve your place among a powerful network of women shaping the future.

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      Two Alliance Center | 4th Floor Conference Center

      09 September , 202511:30 AM - 1:30 PM Eastern

        18th Annual Family Forum 2025

        Please join us for our 18th Annual Family Forum, a half day of educational sessions tailored for every generation. As we navigate through 2025, there is a bit of uncertainty in what lies ahead. The new presidential regime’s policies are expected to have significant impacts on tariffs, which could influence various sectors of the economy. Additionally, we will discuss the future of the economy, the progression of artificial intelligence, and the importance of cybersecurity. Trillium Partners looks forward to sparking meaningful family wealth conversations, to help ensure you are well-prepared to manage and grow your family’s financial legacy.

        Schedule
        8:00 – 8:15 a.m. Registration and UBS Opening Remarks
        8:15 – 9:00 a.m. Working Breakfast
        9:00 – 9:50 a.m. 2025 Halftime Show: What’s Driving the Future of the Economy
        10:00 a.m. – 12:00 p.m. Educational Breakout Sessions
        12:00 – 12:30 p.m. Working Lunch
        12:30 – 1:30 p.m. Fraud and Cybercrime: FBI Insights

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        Capital City Club | 53 West Brookhaven Drive Northeast Atlanta, GA 30319

        25 July , 20258:00 AM - 2:00 PM Eastern

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