Speaking virtually for the Central New York Community Foundation at their Annual Professional Advisor Continuing Education Seminar on Thursday, October 30, 2025, on Family Wealth: A Hard Look at the “Soft” Issues.

Many groups now enjoy virtual access to speakers, without the outlay to reimburse travel expenses. If you are planning a virtual event, let’s hop on a call and explore whether I might be a good speaker for your event!

Speaker on “Collaborative Wealth Building: Engaging the Next Generation” at Opal Group’s Family Office & Private Wealth Legacy Summit 2025, on August 26-27th 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.

Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Management Forum 2025, in Newport, RI.

Keynote Speaker at the Greater Cincinnati Foundation luncheon, in Cincinnati, OH.

Keynote speaker at client event of HORAN Wealth, in Cincinnati, OH.

Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Management Forum West 2024, in Napa, CA.

Speaking for the Community Foundation of Greater Birmingham at their Donors event on the evening of Thursday, Sept. 26, and their Professional Advisors event on the morning of Friday, Sept. 27.

Keynote Speaker on ““FAMILY WEALTH — A HARD LOOK AT THE “SOFT” ISSUES” ” on September 18, 2024 for the Blue Grass Community Foundation’s Philanthropy Summit in Lexington, KY.

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.

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“

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.

Leading the discussion of “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 9, 2023.

Presented a webinar “Rising Trends in Family Governance” to advisors of Wealthspire. Many groups now enjoy virtual access to speakers, without the outlay to reimburse travel expenses. If you are planning a virtual event, let’s hop on a call and explore whether I might be a good speaker for your event!

Presented a webinar “Defining Your Family Legacy: What You Should Know” to clients and friends of Our Family Office, based in Toronto, Canada. Many groups now enjoy virtual access to speakers, without the outlay to reimburse travel expenses. If you are planning a virtual event, let’s hop on a call and explore whether I might be a good speaker for your event!

Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Management Forum West 2022, in Napa, CA.

Led the “Philanthropy and its Role in the Family Office” panel at the Opal Family Office Forum in beautiful Newport, RI on July 18-20, 2022.

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 18-20, 2022.

Speaker on “Family Office Structure Challenges: Managing a Family Office in Today’s World” at the Opal Family Office Winter Forum in NYC.

Speaker at a virtual meeting of the Tacoma Estate Planning Council on January 11, 2022. Many groups now enjoy virtual access to speakers, without the outlay to reimburse travel expenses. If you are planning a virtual event, let’s hop on a call and explore whether I might be a good speaker for your event!

Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Management Forum West 2021, in Napa, CA.

Also facilitator for the “Private Closed Session for Family Offices” at the same conference.

Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Forum, in Newport, RI.

Also facilitator for the “Private Closed Session for Family Offices” at the same conference.

Speaker on “Family Governance and the Family Office: Planning for the Next Generation” at the Opal Group’s Virtual Family Office Winter Forum.