Speaker on “Collaborative Wealth Building: Engaging the Next Generation” at Opal Group’s inaugural Family Office & Private Wealth Legacy Summit 2024, on August 27th at the Parrish Art Museum in Southampton. Comprised of single and multi-family offices from the tri-state area, as well as the Hamptons, with focused networking opportunities and fireside chats with family office leaders. The event will be preceded by an sunset kayak and oyster tour, and followed with an afternoon at the Hampton Classic.
WLA upcoming presentation
What an absolute delight to engage in discussion with Angelo Robles on his Family Office TV podcast on “How to Incorporate Next-Gen Across the Family Enterprise.”
Among the many topics included were:
• The intricate details of incorporating the next generation into various aspects of the family enterprise, including the family business, family office, and philanthropy.
• The importance of developing a strong internal purpose and leadership, and how these elements contribute to the family culture — along with common pitfalls.
Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Management Forum 2024, in Newport, RI.
Keynote Speaker at the inaugural Legacy Knight Family Summit in Dallas TX on April 16, 2024: “Family Wealth – A Hard Look at the Soft Issues.”
Speaker on “Family Office Structures and Best Practices: Managing a Family Office in Today’s World” at the Opal Family Office Winter Forum in my hometown of NYC, on March 4, 2024.
Keynote Speaker on “The Influence of Affluence: Helping Your Clients Navigate Family Wealth Dynamics” on February 23, 2024 for The Dallas Foundation’s Professional Advisor Seminar. I’m told it was their largest turnout ever!
https://www.dallasfoundation.org/events/2024-professional-advisor-seminar/
Speaker on “How to Have Successful “Money Talks” with Your Clients and Families” for the Family Office Committee of the NYS Society of CPA’s.
Speaker on two different topics at the Opal Family Office & Private Wealth Management Forum West 2023, in Napa, CA:
“Family Governance and The Single Family Office: Planning for the Next Generation”
AND
“Family Office Structures: Setting the Stage for Managing a Family Office in Today’s World“
I had a fun and thoughtful conversation with Kurt Thoennessen on his Private Client Risk & Resilience Podcast.
Listen to it HERE.
Speaker on “Family Governance and The Family Office: Planning for the Next Generation” at the Opal Family Office Forum in beautiful Newport, RI on July 10-12, 2023.