Virtual Event

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Event Date Wed Jul 1 EDT (over 1 year ago)
Location Virtual Event
Region All

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.


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

• BarclayHedge
• GlobalRisk Community
• Hedge Fund ALERT
• Peer2Peer Finance News
• Private BANKING
• SmartMoneyMatch
• TalkMarkets
• Wallet Investor