WLA upcoming presentation

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Speaker on “GOVERNANCE AND TRUSTS: PLANNING FOR THE NEXT GENERATION” at the 8th Annual Opal Family Office & Private Wealth West Forum, in Napa, CA.

-Why are Governance and Trusts important to planning for the next generation
-Communication – what do you tell the next gens; when and how
-Trustee – Beyond the duty… Role as mentor & wise counsel
-Key Guidance Documents for Success
-Family Banks – how can they help you raise empowered and enlightened vs entitled children
-Education – who, what, when and how

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Speaker at the Marcum Wealth Dimensions meeting on October 5, 2018  in NYC on: “A Hard Look at the Soft Issues,” to provide them with tools on serving the UHNW market.

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Presentation to the Relationship Management team of a $15 billion RIA on “A Hard Look at the Soft Issues,” to provide them with tools on serving the UHNW market.

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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.
–The Flexible Family – Structures, processes and documents which facilitate family communications and create and preserve harmonious personal and working relationships
–Shifting Currents – Issues important to women and next gen
–Growing into Greatness – Helping next gen family members become great beneficiaries, trustees and people

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Speaker for the Westchester County Estate Planning Council Annual Dinner Meeting on “Family Wealth — A Hard Look at the “Soft” Issues” — a discussion of the “soft issues” of estate planning, covering topics such as:
– How much to give, and when? How much to tell, and when?
– The equal vs. equitable debate
– Communication is Everything
– Prenuptial Agreements
– Family Governance / Family Meetings
– Family Philanthropy

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Speaker on “Planning in Today’s Brave New World: A discussion of the “soft issues” of estate planning” at the NYS Society of CPAs Annual Estate Planning Conference on May 24, 2018 in NYC.

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Speaker on “Family Business Succession Planning” at Tiger 21 Circle of Influence Meeting in NYC.

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Engaged by a Private Bank to present to senior team members on the value of Strategic Communication between team members and the client family, communication within the client service team, and communication within the client family itself.

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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.