Speaker on “Can Trusts Still Benefit My Family?” at the 6th Annual Opal Family Office Private Wealth West Forum October 26-28, 2016 Napa Valley Marriott Hotel & Spa, Napa Valley, CA.
WLA upcoming presentation
Speaker at a breakfast briefing on: “Families and Wealth: A Hard Look at Some ‘Soft’ Issues” hosted by Citco Corporate Services Inc. www.citco.com
Speaker at the FFI (Family Firm Institute) NY Family Business Study Group on both:
“Trust Me: Top 10 Ways to Manage Trustee Risk” AND
“Family Wealth — A Hard Look at the “Soft” Issues“
Speaker on “Can Trusts Still Benefit My Family?” at the Opal Family Office & Private Wealth Forum, in Newport, RI.
Discussion topics included: Why create a Trust? Where should I set up my Family’s Trust? Who should be trustee of our Trust?
Co-Chair of the second annual AFHE Summer Conference (Attorneys for Family-Held Enterprises) at The Harmonie Club in NYC.
Presenter on Million Dollar Mistakes – a discussion of: Protecting the family estate; The question of equal vs. equitable inheritance; The human side of pre-nups; The “when” and “how much” of family philanthropy.
Panelist on some of the biggest planning mistakes we have seen high net worth families make, and how we as advisors can protect our clients from doing the same. Topics include Protecting the family estate; The question of equal vs. equitable inheritance; The human side of pre-nups; and The “when” and “how much” of family philanthropy.
Speaker on the “Root Causes of Fiduciary Litigation” at the AFHE (Attorneys for Family Held Enterprises) 2016 Annual Conference in Washington DC.
Speaker on an accomplished panel for women navigating life changes across life – new homes, babies, new jobs or businesses, retirement, ‘re-wirement’ or legacy planning – to name a few.
Moderator of a stellar panel of family office advisors on “Family Rules: Put them in a Constitution?” for the Family Office Committee of the NYS Society of CPAs.
Speaker on “It’s 2016! Can Trusts Still Benefit My Family?” at the Opal Family Office Winter Forum, on March 8, 2016 at the Marriott Marquis in Times Square, NYC.