Family Office Summit:Integrating the Full Balance Sheet 2018 | ClearViewFinancialMediaLtd | 1 November 2018 | Pepper Hamilton LLP, The New York Times Building, 37th Floor, 620 Eight Avenue New York, 10018-1405, USA
Venue
Pepper Hamilton LLP
Pepper Hamilton LLP, The New York Times Building, 37th Floor, 620 Eight Avenue New York, 10018-1405, USA
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| Event Date | Thu Nov 1 EDT (about 6 years ago) |
| Location |
Pepper Hamilton LLP
The New York Times Building, 37th Floor, 620 Eight Avenue New York, 10018-1405, USA |
| Region | Americas |
Details
Integrating the Full Balance Sheet:
From Investment to Lifestyle Management
In the next episode of our annual autumn Family Office Summit series, we will examine the wealth strategies family offices can deploy to ensure their members’ well-being in the fullest sense and across generations, covering not only wealth accumulation and transfer, but also life or lifestyle concerns such as education, healthcare and security.
Discussion topics will include:
• Future-Proofed Investment Plans
• Optimising Wealth Structuring and Transfer (Particularly in Light of the Trump Tax Reforms)
• Lifestyle Management and Mastering its Many Moving Parts (Private Aviation, Residences, Education and Healthcare)
• Promoting Privacy, Security and Good-Standing
• Wealth Management Options for the UHNW: Can any firm truly satisfy their needs over the long term?
This full-day event offers a platform for family offices and their trusted advisors to meet, exchange ideas and learn about latest thinking through highly interactive panel discussions, intimate in-depth sessions and peer-to-peer networking.
Speakers
2018 Speakers
KEYNOTE SPEAKERS:
Charles Lowenhaupt
Chairman and Chief Executive, Lowenhaupt Global Advisors
Michael W. Sonnenfeldt
TIGER 21
SPEAKERS:
Arthur Bavelas
Founder, CEO, Bavelas Group Family Office and Family Office Insights
Joe Calabrese
National Head of Investments, Key Private Bank
Candyce Cohen
Global Sales Director, Private Wealth Systems
Maura Cunningham
Founder and Executive Director, Rock the Street, Wall Street
Michael Felman
President and CEO, MSF Capital Advisors
Andrew Hulsh
Partner, Pepper Hamilton LLP
Mel Lagomasino
Managing Partner and Chief Executive, WE Family Offices
Kim Laughton
President, Schwab Charitable
Gemma Leddy
Partner-in-Charge, PKF O'Connor Davies Family Office
Jamie McLaughlin
Founder and Chief Executive, J. H. McLaughlin & Co.
Rebecca Meyer
Consultant, Relative Solutions
David Norton
Partner and Head of Aviation Practice, Shackelford Bowen McKinley & Norton, LLP
Randy Parrish
Head of Credit and Senior High Yield Portfolio Manager, Voya Investment Management
Carol Pepper
Founder and CEO, Pepper Hamilton LLP
Steve Prostano
Founder and Managing Partner, SPI Partners
Frazer Rice
President, Wealth Actually, LLC
Christopher Sidford
Founder and Medical Director, Black Bag
Susan Sofronas
Managing Director, Geller and Company
Walter Sweet
Senior Vice President, Rockefeller Philanthropy Advisors
Bill Woodson
Managing Director, Citi Private Bank
Ford von Weise
Global Head of Aircraft Finance, Citi Private Bank
Sponsors & Partners
2018 Sponsor & Partners
SPONSOR:
• Pepper Hamilton LLP
• VOYA
• Black Bag
• Citi Private Bank
• PKF O'connor Davies
• Private Wealth Systems
• Schwab Charitable
• Shackelfold