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
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
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.
Speaker on “Navigating the Challenges of the Trustee/Beneficiary Relationship” at the Opal Family Office & Private Wealth Management Forum West in Napa, CA.
Presented a Webinar on Women & Wealth: A Hard Look at the “Soft” Issues for The Network of Family Businesses
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.
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.