Speaker on Family Wealth — A Hard Look at the “Soft” Issues for Hampton Roads Estate Planning Council in Virginia Beach, VA.

Speaker on the “Trustee/Beneficiary Relationship” at the Opal Family Office & Private Wealth Forum in Newport, RI.

Moderated a panel of Single Family Office Senior Executives on “Lost in Translation: Communicating Financial Information to Non-Financially Oriented Family Members” for the Family Office Committee of the NYS Society of CPAs.

Speaker on “Generational Wealth Transfer” at the Tax Planning for High Net Worth Individuals Conference sponsored by the Foundation for Accounting Education in NYC.

This session focused on the integration of generational wealth transfer from both the tax/legal side and the personal family dynamics side. We discussed not just crafting the estate plan but communicating it to, and with, the next generation, and designing it in a way that best reflects the family’s values and legacy.

Moderated a panel on “Selecting the Correct Trustee to Take Your Family Office to the Next Level” at the Sustainable Family Office Operations & Management Conference, run by Financial Research Associates, at the Princeton Club in NYC.

Was honored to serve as Conference Chair of the Marcus Evans Private Wealth Management Summit at the Ritz-Carlton, Amelia Island, FL from June 1-3, 2014.  Private Wealth Summit

Moderated the panel on “The Building Blocks to Planning & Administration of Trusts for the Next Generation” at the annual Estate Planners Day for the Estate Planning Council of NYC on May 22, 2014 at the Roosevelt Hotel in NYC:   Estate Planners Day 2014

Event chair, and chair of sponsoring Family Office Committee of NYS Society of CPAs:   NYSSCPA invitation 5.2014

Speaker on “The Challenges of the Trustee / Beneficiary Relationship” at the Opal Family Office Winter Forum, on March 12, 2014 at the Marriott Marquis in Times Square, NYC.

Moderator of the “Trustee Obligations and Pitfalls” panel, as well as Conference co-chair and chair of sponsoring Family Office Committee of NYS Society of CPAs     FamilyOfficeConf2.2014

Read the Family Office Review article about it here: navigating-the-perilous-waters-of-trusteeship