ABOUT
At Golf Outing Guy, we don’t just talk handicaps—we talk high-net-worth. Our Family Office page links RIAs and investment sponsor partners with family offices looking to expand their resources. It’s a place to learn more, meet the right people, and build long-term relationships. Basically, less small talk in the rough, more solid drives down the fairway.
EVENTS
Forget boring boardrooms—our sponsor partners know how to make networking enjoyable. From wine tastings and private dinners to full-scale forums and conferences, we tee up events where real conversations happen.
- Wine Tastings: Sip and share ideas.
- Dinners: Small, intimate gatherings for deeper connections.
- Forums: Where ideas and best practices meet.
- Conferences: The big leagues of networking.
EXECUTIVE EDUCATION
Learn from the pros!
Sometimes you need a pro to step in and fix your swing—the same goes for your wealth strategy. Our executive education programs give family offices the knowledge to keep the ball in play for generations.
Business Succession Planning – Passing the clubs to the next generation.
Legacy Planning – Leave more than just a scorecard behind.
Portfolio Management – Diversify to handle any course.
Due Diligence – Always check the lie before you swing.
Market Cycles & Analysis – Reading the greens of global finance.
Tax & Regulatory Updates – Avoid the hazards, play it smart.
Maximizing Tax Benefits – Every stroke counts.
Risk Management – Keep your shots out of the rough.
FAST FACT
John D. Rockefeller is thought to have established the first full-service, single family office in the U.S. in 1882.
The Rockefeller family office exists to this day.
SPONSOR PARTNERS
These are the people in suits (and sometimes polos) who make it all happen. Our sponsor partners provide financial support, resources, and brainpower to keep this community running smoothly.
Mark Josefczyk
CMO, COO, and Connector
Joe Nie
Community Architect & Connector
RESEARCH
Think of our research section as your personal driving range—a place to practice, gain insights, and sharpen your game plan before stepping onto the course. Here, you’ll find resources designed to help you build confidence, avoid hazards, and play smarter with every swing. From in-depth studies to quick-hit articles, our research keeps you ahead of the curve. Whether you’re refining your long-term strategy or just brushing up before the next big play, this section gives you the data, context, and clarity to make smarter moves.
CASE STUDIES
Real-world examples of wins and lessons learned—birdies, bogeys, and everything in between.
JOURNALS
Deep dives into the trends, shifts, and strategies shaping today’s financial
landscape.
ARTICLES
Quick, accessible reads that keep you
informed on what’s new, what’s next, and
what it means for your game.
READY TO TAKE THE NEXT STEP?
Like lining up the perfect swing, building your legacy starts with thoughtful preparation. We’ll guide you through each step toward your goals.