WLA upcoming presentation - Wealth Legacy Advisors LLC.

October 11, 2016December 24, 2015 by Strassler

Speaker on “Taking a Fresh Look at Trusts: What families should be asking their Advisors about” at the Opal Family Office & Private Wealth Forum, in Newport, RI.

October 11, 2016December 23, 2015 by Strassler

Speaker on Women, Legacy & Philanthropy at the Ackler Wealth Management Luncheon: Women, Legacy & Philanthropy in NYC.

October 11, 2016December 22, 2015 by Strassler

Session leader of a panel on “Implementing the Right Trustee Services for Your Family” at the SFO Wealth Operations & Performance Conference, run by Financial Research Associates, at the Princeton Club in NYC.

October 11, 2016December 19, 2015 by Strassler

Speaker on “Taking a Fresh Look at Trusts: What to ask your advisors about” at the Opal Family Office Winter Forum, on March 10, 2015 at the Marriott Marquis in Times Square, NYC.

October 11, 2016December 18, 2015 by Strassler

Moderated “Trends in Family Offices: an interview with Charlotte Beyer,” founder of IPI and author of Wealth Management Unwrapped (RosettaBooks, 2014).

Also Conference co-chair and immediate past chair of sponsoring Family Office Committee of NYS Society of CPAs FamilyOfficeConf2.2015

October 11, 2016December 17, 2015 by Strassler

Speaker on “Special Considerations for Women of Significant Wealth” at the Women and Wealth Conference, run by Financial Research Associates, at the Pierre Hotel in NYC. We discussed Prenuptial Agreements, Marital Trusts, Eldercare Issues, and Residential Staffing. FRA-women-wealth-agenda

October 11, 2016December 16, 2015 by Strassler

Keynote Speaker on “A Matter of Trust: How Trustees and Advisers Can Strengthen the Client Relationship” at the Marcus Evans Elite Summit 2014 in lovely Montreux, Switzerland.

Also a panelist on “Family Governance Forum — Good Governance, Good Business: Aligning Objectives with Family Philosophy to Improve Decision Making through a Shared Vision” at the same Summit event.

October 11, 2016December 15, 2015 by Strassler

Speaker on “Navigating the Challenges of the Trustee/Beneficiary Relationship” at the Opal Family Office & Private Wealth Management Forum West in Napa, CA.

October 11, 2016December 14, 2015 by Strassler

Presented a Webinar on Women & Wealth: A Hard Look at the “Soft” Issues for The Network of Family Businesses

October 11, 2016December 13, 2015 by Strassler

Speaker on “Preserve, Grow and Transfer Wealth & Values to the Next Generation” at the annual investors meeting of Mango Tree Real Estate Holdings L.P.