WLA upcoming presentation

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Speaker at the Marcum Wealth Dimensions meeting on May 11, 2018  in NYC on: “Top 10 Tips and Traps for Trustees”
There is much guidance to those creating a trust on who they should select to be trustee, but there is very little advice to those named as trustee to help them determine whether to accept the appointment, and how to manage their fiduciary relationship with the trust beneficiaries.

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Speaker at TIGER 21 on “Family Wealth — A Hard Look at the “Soft” Issues“.

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Speaker on “Governance and Trusts: Planning for the Next Generation” at the 8th Annual Opal Family Office Winter Forum, at the Marriott Marquis in Times Square, NYC.

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Speaker on “Top 10 Tips and Traps for Trustees” at the Marcus Evans Private Wealth Management Summit (The Venetian, Las Vegas, NV).

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Speaker at a briefing on: “Best Practices for Family Foundations” hosted by Evercore Wealth Management, LLC.

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Speaker on “GOVERNANCE AND TRUSTS: PLANNING FOR THE NEXT GENERATION” at the 7th Annual Opal Family Office & Private Wealth West Forum, in Napa, CA.

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Speaker on “Engaging the Next Generation of Women Leaders” at the Opal Women’s Investment Management Leadership Summit in NYC.

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Speaker on “GOVERNANCE AND TRUSTS: PLANNING FOR THE NEXT GENERATION” at the Opal Family Office & Private Wealth Forum, in Newport, RI.  Discussion topics included:

  • No Bullying Here! – Structures, processes and documents which facilitate family communications and create and preserve harmonious personal and working relationships
  • Growing into Greatness – Helping next gen family members become great beneficiaries, trustees and people
  • This Is NOT My Father’s Oldsmobile – issues important to next gens which may escape or infuriate their elders, but which may also change the world
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Speaker on “Governance and Trusts: Planning for the Next Generation” at the Opal Family Office Winter Forum, on March 1, 2017 at the Marriott Marquis in Times Square, NYC.  Discussion topics included:

-Why governance is important
-Structures that are utilized to improve governance
-Best Practices & Recommendations
-Importance of collaboration by the family’s multi-disciplinary advisory team
-Common pitfalls
-War stories and success stories (especially anecdotes focused on helping a dysfunctional family move forward)
-Key takeaway – Soft issues will determine success or failure!!!