WLA upcoming presentation

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!!!

Speaker at the STEP/Institute for Family Governance/FFI Annual Conference on “Should I Serve as a Director of Kingslanding Private Trust Company? What Every Director Needs to Know About Corporate and Fiduciary Liability.”

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.

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.