Mission-Driven Organizations Executive Forum
October 24, 2025 | 12PM - 1:30PM
Approaching and Engaging Family Offices & Family Office Foundations
Join us for the October Mission-Driven Organizations Executive Forum, an exclusive virtual gathering for development leaders to exchange insights on one of the most dynamic and challenging donor segments: family offices and family office foundations.
This session will feature Teresa Walker, Tennessee Private Trust Services Director at Holland & Knight LLP. With decades of leadership experience guiding law firm operations and advising on governance, financial management, and cultural strategy, Teresa will bring a unique perspective on how to approach, engage, and partner with family offices and foundations effectively.
We’ll discuss:
Outreach strategies that resonate with family offices and their advisors
The legal and financial considerations shaping family office philanthropy
Navigating cultural dynamics and building lasting trust in this donor class
The evening will include networking, discussion, and practical takeaways to inform your work with family offices. Reserve your spot today before the event is full.
Event Details
Date: Friday, October 24, 2025
Time: 12PM - 1:30PM
Location: Virtual
Featured Speaker
Theresa Walker
Teresa Walker joined Nashville-based Waller Lansden Dortch & Davis, LLP, where she founded and led Tennessee Private Trust Services, until Waller’s 2023 combination with Holland & Knight. A past President of the Association of Legal Administrators and an inductee of the College of Law Practice Management, she has decades of experience creating and advising Family Office Trusts for client across the United States and is a recognized thought leader in Family Office strategy and operations.
Reserve your spot at the MDO Executive Forum
Our expertise and work are focused on a singular priority: improving financial and operational performance to enhance our MDO clients’ traceable impact through the following services:
Financial Performance Management
Delivery
Assurance/PMO
Data, Reporting,
and Analytics
Business Process
Redesign
System Selection and Implementation
Donor Intelligence
and Analytics
Operations Strategy and Organizational Design
Risk
Management
The current seismic social and political shifts are challenging many non-profits to reimagine how they operate and interact with their most important supporters and donors. We know it is a time of great turmoil but also of great opportunity. Our expertise, honed with some the best corporate and MDO organizations in the world, makes us a unique and valuable partner for your mission-driven team.
