Speaker on “The Next Generation of Family Leadership — Navigating Succession, Governance & Legacy” at the Opal Family Office & Private Wealth Management Forum West 2026, in Napa, CA.
WLA upcoming presentation
I had a delightful conversation with Beth Liebman on her podcast, Beyond the Bottom Line, recorded on March 17 (hence the reference to St. Patrick’s Day) and published on March 31, 2026. We talked about some topics that you might find interesting, including:
- The “human side” of wealth that often gets overlooked
- Why family dynamics, not finances, are often the biggest challenge
- The reality of building a business rooted in purpose and depth, not scale, and
- How I define success beyond the bottom line.
You can watch it HERE.
Speaker on “Structuring the Family Office for Fairness: Estate Planning, Succession, and Governance Strategies” at Opal Group’s Family Office & Private Wealth Legacy Summit 2026, on August 25-26th 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.
Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Management Forum 2026, in Newport, RI.
Speaker on Wealth with Intention: Building Financial Security, Freedom & Optionality at Thrive: The Women’s Leadership Summit on Wealth and Wellness, on June 4, 2026 at the Ascent Lounge, at Columbus Circle, in New York City. This will be a practical, forward-looking conversation on how women are protecting, growing, and deploying capital in an uncertain economic environment, while aligning money with personal values, life goals, and long-term independence.
Speaker on “Reinventing the Family Office: Agility, Governance, and Generational Change” at the Opal Family Office Winter Forum in my hometown of NYC, on March 10, 2026.
I was a guest on The Mack Podcast — A Family Office Podcast — hosted by Brian Adams for a panel discussion on Family Constitutions and Governance – Building Alignment Across Generations on February 12, 2026.
You can watch it HERE.
Keynote Speaker for the Collier Community Foundation in Naples, FL at their Fundholder Event on Feb 5, 2026, and their Professional Advisor Council luncheon on Feb 6, 2026.
Virtual Speaker for the Central New York Community Foundation at their Annual Professional Advisor Continuing Education Seminar on Thursday, October 30, 2025, on Family Wealth: A Hard Look at the “Soft” Issues.
Many groups now enjoy virtual access to speakers, without the outlay to reimburse travel expenses. If you are planning a virtual event, let’s hop on a call and explore whether I might be a good speaker for your event!
Speaker on “Trusts, Estate Planning & Asset Protection: Safeguarding Wealth for Generations” at the Opal Family Office & Private Wealth Management Forum West 2025, in Napa, CA.