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Upcoming and Recent Presentations
October 15-17, 2024: Family Governance and The Family Office: Planning for the Next Generation – in Napa, California
Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Management Forum West 2024, in Napa, CA.
September 26-27, 2024: Community Foundation of Greater Birmingham’s Donors and Professional Advisors events in Birmingham, AL
Speaking for the Community Foundation of Greater Birmingham at their Donors event on the evening of Thursday, Sept. 26, and their Professional Advisors event on the morning of Friday, Sept. 27.
September 18, 2024: Blue Grass Community Foundation’s Philanthropy Summit in Lexington, KY
Keynote Speaker on ““FAMILY WEALTH — A HARD LOOK AT THE “SOFT” ISSUES” ” on September 18, 2024 for the Blue Grass Community Foundation’s Philanthropy Summit in Lexington, KY.
August 27, 2024: Opal Group’s inaugural Family Office & Private Wealth Legacy Summit 2024 in Southampton, NY
Speaker at Opal Group’s inaugural Family Office & Private Wealth Legacy Summit 2024, on August 27th at the Parrish Art Museum in Southampton. Comprised of single and multi-family offices from the tri-state area, as well as the Hamptons, with focused networking opportunities and fireside chats with family office leaders. The event will be preceded by an sunset kayak and oyster tour, and followed with an afternoon at the Hampton Classic.
July 22-24, 2024: Family Governance and The Family Office: Planning for the Next Generation, in Newport, RI
Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Management Forum 2024, in Newport, RI.
April 16, 2024: Inaugural Legacy Knight Family Summit: “Family Wealth – A Hard Look at the Soft Issues” in Dallas, TX
Keynote Speaker at the inaugural Legacy Knight Family Summit in Dallas TX on April 16, 2024: “Family Wealth – A Hard Look at the Soft Issues.”
March 4, 2024: Family Office Structures and Best Practices: Managing a Family Office in Today’s World, in NYC
Speaker on “Family Office Structures and Best Practices: Managing a Family Office in Today’s World” at the Opal Family Office Winter Forum in my hometown of NYC, on March 4, 2024.
February 23, 2024: The Influence of Affluence: Helping Your Clients Navigate Family Wealth Dynamics, in Dallas, TX
Keynote Speaker on “The Influence of Affluence: Helping Your Clients Navigate Family Wealth Dynamics” on February 23, 2024 for The Dallas Foundation’s Professional Advisor Seminar. I’m told it was their largest turnout ever!
https://www.dallasfoundation.org/events/2024-professional-advisor-seminar/
Nov 29, 2023: How to Have Successful “Money Talks” with Your Clients and Families, in NYC
Speaker on “How to Have Successful “Money Talks” with Your Clients and Families” for the Family Office Committee of the NYS Society of CPA’s.
October 18-20, 2023: Family Governance and The Family Office: Planning for the Next Generation – in Napa, California
Speaker on two different topics at the Opal Family Office & Private Wealth Management Forum West 2023, in Napa, CA:
“Family Governance and The Single Family Office: Planning for the Next Generation”
AND
“Family Office Structures: Setting the Stage for Managing a Family Office in Today’s World“