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.

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

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.

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

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

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

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

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

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.

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.

Organized a Family Office Evening of Contemporary Art for 30 influencers in the family office space, in collaboration with Worth Art Advisory LLC.

Speaker and session leader on Fiduciary Risk at “FRA Family Office Risk Summit” on December 7-8, 2015 at the Princeton Club in NYC.

Speaker on “The Transformation of the Life Insurance Industry for 2015 and Beyond: Getting to the WHY before you get to the WHAT” at the Long Island Tax Professionals Symposium, at the Crest Hollow Country Club in Woodbury, Long Island.

Speaker at this Institute for Private Investors (IPI) Workshop on Family Office Matters — Family Members as Clients at the IPI West Coast Fall Forum at the Wharton School West Campus in San Francisco, CA.

Speaker on “Taking a Fresh Look at Trusts: What families should be asking their Advisors about” at the Opal Family Office & Private Wealth Management Forum West, in Napa CA.

Roundtable Discussion Facilitator on Working with the Multi-Generational Family: Challenges and Opportunities at the Family Office Roundtable hosted by the Jewish Communal Fund in NYC.

This private family meeting included both parents and the three children, all in college and high school. Topics included a general discussion of the family’s overall estate plan so the children could better manage their expectations as they begin to select their career paths; other topics included engaging the next generation in the family’s philanthropy, and the family’s expectations around prenuptial agreements.

Speaker on “Taking a Fresh Look at Trusts: What families should be asking their Advisors about” at the Opal Family Office & Private Wealth Forum, in Newport, RI.

Speaker on Women, Legacy & Philanthropy at the Ackler Wealth Management Luncheon: Women, Legacy & Philanthropy in NYC.

Session leader of a panel on “Implementing the Right Trustee Services for Your Family” at the SFO Wealth Operations & Performance Conference, run by Financial Research Associates, at the Princeton Club in NYC.