Moderator of a stellar panel of family office advisors on “Family Rules: Put them in a Constitution?” for the Family Office Committee of the NYS Society of CPAs.
WLA upcoming presentation
Speaker on “It’s 2016! Can Trusts Still Benefit My Family?” at the Opal Family Office Winter Forum, on March 8, 2016 at the Marriott Marquis in Times Square, NYC.
Organized a Family Office Evening of Contemporary Art for 30 influencers in the family office space, in collaboration with Worth Art Advisory LLC.
Speaker and session leader on Fiduciary Risk at “FRA Family Office Risk Summit” on December 7-8, 2015 at the Princeton Club in NYC.
Speaker on “The Transformation of the Life Insurance Industry for 2015 and Beyond: Getting to the WHY before you get to the WHAT” at the Long Island Tax Professionals Symposium, at the Crest Hollow Country Club in Woodbury, Long Island.
Speaker at this Institute for Private Investors (IPI) Workshop on Family Office Matters — Family Members as Clients at the IPI West Coast Fall Forum at the Wharton School West Campus in San Francisco, CA.
Speaker on “Taking a Fresh Look at Trusts: What families should be asking their Advisors about” at the Opal Family Office & Private Wealth Management Forum West, in Napa CA.
Roundtable Discussion Facilitator on Working with the Multi-Generational Family: Challenges and Opportunities at the Family Office Roundtable hosted by the Jewish Communal Fund in NYC.
This private family meeting included both parents and the three children, all in college and high school. Topics included a general discussion of the family’s overall estate plan so the children could better manage their expectations as they begin to select their career paths; other topics included engaging the next generation in the family’s philanthropy, and the family’s expectations around prenuptial agreements.
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.