Meeting/Event Information
Family Wealth, Real Estate, and the Art of Managing Conflict
November 10, 2026
11:00 AM - 1:00 PM
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Scott's Seafood
2 Broadway
Oakland, CA 94607
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Join NorCal CCIM for a candid fireside chat with asset manager and family wealth advisor Tony Rishell.
A family’s real estate is more than a balance sheet. It carries history, relationships, and expectations. This session looks at how to balance property performance with family dynamics, and how good asset management lays the groundwork for a successful generational transfer.
Gain practical insights on how to engage asset managers about family office holdings and how to navigate family real estate dynamics, straight from an asset manager who works with families every day.
FEATURED GUESTS
• Tony Rishell, CCIM – Tony Rishell Real Estate Wealth
• Anna Swartz-Lopez, CCIM – THG Property Management
🕚 11:00 AM Arrival & Networking | 12:00 PM Program
📍 Scott's Seafood, Jack London Square, Oakland
REGISTRATION CLOSES ON MONDAY, NOVEMBER 9 at 7PM.
GO HERE TO SIGN UP: https://forms.gle/iZFhEasw9aYEfu9r9
Event Cancellation & Refund Policy
Cancellation Deadlines:
- Monthly Luncheons (Tuesdays): Cancellations must be received by 5:00 PM on the Friday before the event
- All Other Events: Cancellations must be received 5 business days before the event date
Refund Policy:
- Cancellations received before the deadline: Full refund or event credit (member's choice)
- Cancellations received after the deadline: No refund available
- No-shows: No refund available
- Double Payment: If you discover you've been charged twice for the same event, we will issue an event credit
How to Cancel:
- Email: [email protected]
- Phone: (510) 414-9385
- Please include your name, event name, and date in your cancellation request
Important Notes
- Refunds will be processed within 5-7 business days
- Event credits may be applied to future CCIM Northern California events within 12 months
- Due to venue catering commitments, we cannot make exceptions to these deadlines
Photo Release Notice
Please be aware that by entering the meeting areas, you grant CCIM Institute, its assigns, and /or any person or entity authorized by CCIM Institute permission to use your image and/or testimonial for any lawful purpose, in all media, whether now or hereafter known, throughout the world in perpetuity, without payment or other consideration, and you release CCIM Institute, its successors , assigns, and licensees from any liability whatsoever of any nature.
Tickets
$85.00 Chapter Member Registration
$105.00 Non-Member Registration
