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)
Speaker on “Donor Advised Funds” for the Family Office Committee of the NYS Society of CPAs
Women and Wealth Luncheon Event organizer and speaker (at the Colony Club, NYC) — Bessemer Trust