Family Office Planning & Structure Forum 2020 | Opal Group | 1 July 2020 | Virtual Event
Venue
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| Event Date | Wed Jul 1 EDT (over 4 years ago) |
| Location | Virtual Event |
| Region | All |
Details
Opal is proud to launch our Virtual Family Office Planning & Structure Forum, scheduled to take place on July 1, 2020. Through this virtual conference, speakers and attendees will explore the methods of structuring a family office with consideration of modern day planning for the next generation. The conference will bring together industry experts and family offices who are actively involved in building family office and succession planning structures.
Please join us on this journey to navigate the family office of our future by attending and sharing thoughts on best practices and directions of building a secure and successful plan for the next generation.
Speakers
2020 Speakers
Amy Brodsky
Founding Partner, Sky Partners LLC
Jill Creager
Founder & CEO, Providence Family Offices (MFO) / iPaladin, LLC
Holly Isdale
Managing Director, Wealthaven, LLC (SFO)
Angelo J. Robles
Founder & Chairman, Family Office Association
Cliff Oberlin
Chief Executive Officer, Oberlin Wealth Partners, LLC (MFO)
Natasha Pearl
Chief Executive Officer & Founder, Aston Pearl
Susan R. Schoenfeld
JD, LL.M. Tax, CPA, MBA, CEO/ Founder, Wealth Legacy Advisors LLC
Caren Croland Yanis
Principal, Croland Consulting
Francesco Lombardo
Managing Director, Veritage Family Office Limited (MFO)
Carolann Grieve
Managing Director, GenSpring SunTrust Private Wealth (MFO)
Richard Marker
Founder/Co-Principal, Wise Philanthropy; Faculty Co-Director, University of Pennsylvania Center for High Impact Philanthropy
Chuck Stetson
Chief Executive Officer, Stetson Family Office (SFO)
Kris Putnam-Walkerly
President and Founder, Putnam Consulting Group, Inc.
Leslie Pine
Managing Partner, The Philanthropic Initiative
Linda Mack
President and Founder, Mack International, LLC
Carol Schleif
Deputy Chief Investment Officer, Abbot Downing (MFO)
Trish Botoff
Principal Consultant, Botoff Consulting, LLC
Ronald S. Diamond
CEO, Diamond Wealth Strategies
Laurent Roux
Principal, Gallatin Wealth Management LLC (MFO)
Sponsors & Partners
2020 Partners
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