International Wealth Management Forum Spring 2017 | IFG Network |

Recent market conditions have forced even the wealthiest families to be more discerning when evaluating investment advice. Now, more than ever, family offices are looking for solutions they can trust to better protect their wealth and create a legacy for future generations.

Harold F. “Rick” Pitcairn II
CIO
Pitcairn

Thomas Rogerson
Senior Managing Director and Family Wealth Strategist
Wilmington Trust

Hunter Wilson
Managing Director
Wilmington Trust

Ravi Ugale
Director of Private Equity
Genspring Family Offices

Mark Castelin
Director and Senior Investment Advisor
CTC | myCFO

Michael Zeuner
Managing Partner
We Family Offices

Knut A. Rostad, MBA, AIF®
President
Institute for the Fiduciary Standard

Carol Pepper
CEO and Founder
Pepper International, LLC

Christopher Pavese
President and CIO
Broyhill Family Office

Harris S. Fried
CEO
The Fried Family Office LLC

Ira J. Perlmuter
Head of Family Office Direct Investing
T5 Equity Partners, LLC

Rob Lutts
President and CIO
Cabot Wealth Management, Inc

Matthew McCarthy
VP
Notthingham Spirk

Michael P. Gayner
SVP
The Gayner Group

Tamara L. Surratt
Managing Director
Pathstone Family Office

Arthur Cooper
COO
Cooper Family Office

David Cohen
President
Karlin Asset Management (SFO)

Edward Cronin
CEO, CIO
Manchester Capital Management, LLC

Brad Miller
President
Peninsula Family Office

Robert Colvin
President
Robert D. Colvin and Associates

Bradley Rotter
President
Rotter Family Office (SFO)

William E. Richards
Founder and Managing Director
BNR Partners, LLC

David Beckwith
Managing Director and CIO
RINET Company, LLC

Lauren Karp
Managing Director
Chalkstream Capital Group

Justin Pawl
Partner and Managing Director, CIO
Covenant Multi-Family Offices, LLC

David Bokman
Chief Advisory Officer
Genspring Family Offices

Jeff Tumolo
Managing Director, Chief Investment Strategist
Tag Associates LLC