Member of Conference Steering Committee for the first ever DC Finance East Coast Family Office & Wealth Management Conference at the The Union League Club, NYC.
WLA upcoming presentation
Speaker at the Family Office Trends Forum — ivyFON / IvyPlus Family Office Network — at the conference center at Herrick Feinstein in midtown, NYC.
Speaker on “Mid Year Trends in Family Offices” at the Family Office Mid-Year Outlook 2013 Conference — ivyFON / IvyPlus Family Office Network
Event chair, and chair of sponsoring Family Office Committee of NYS Society of CPAs NYSSCPA invitation 5.2013
Speaker on “Keys to Working with Trustees” at the Building the Better Family Office Conference — Financial Research Associates, in NYC.
Event chair, and chair of sponsoring Family Office Committee of NYS Society of CPAs FamilyOfficeConf2.2013
Presented on “Generation Skipping Transfer Tax” at the Estate and Trust Administration Conference — Foundation for Accounting Education, in NYC.
Event chair, and chair of sponsoring Family Office Committee of NYS Society of CPAs NYSSCPA invitation 11.2012
Planned, organized, facilitated and presented at this two-day multi-generational Private Family Meeting of a Single Family Office.
Incorporated learning sessions, workshops, business and social/team-building.
Feedback: “Best family meeting we’ve ever had!”
Speaker on “Prudent Investing for the Fiduciary in the 21st Century” at the 43rd Annual Estate Planning Institute — Practising Law Institute (PLI)