Upcoming and Recent Speaking Engagements

Speaker on “Structuring the Family Office for Fairness: Estate Planning, Succession, and Governance Strategies” at Opal Group’s Family Office & Private Wealth Legacy Summit 2026, on August 25-26th at the Parrish Art Museum in Southampton. Comprised of single and multi-family offices from the tri-state area, as well as the Hamptons, with focused networking opportunities and fireside chats with family office leaders.

Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Management Forum 2026, in Newport, RI.

Speaker on “Reinventing the Family Office: Agility, Governance, and Generational Change” at the Opal Family Office Winter Forum in my hometown of NYC, on March 10, 2026.

Keynote speaker for the Collier Community Foundation in Naples, FL at their Fundholder Event on Feb 5, 2026, and their Professional Advisor Council luncheon on Feb 6, 2026.

Virtual Speaker for the Central New York Community Foundation at their Annual Professional Advisor Continuing Education Seminar on Thursday, October 30, 2025, on Family Wealth: A Hard Look at the “Soft” Issues.

Many groups now enjoy virtual access to speakers, without the outlay to reimburse travel expenses. If you are planning a virtual event, let’s hop on a call and explore whether I might be a good speaker for your event!

Speaker on “Trusts, Estate Planning & Asset Protection: Safeguarding Wealth for Generations” at the Opal Family Office & Private Wealth Management Forum West 2025, in Napa, CA.

Keynote Speaker at the Cincinnati Estate Planning Council on October 16, 2025, on A Hard Look at the Soft Issues of Family Wealth, in Cincinnati, OH.

Speaker on “Collaborative Wealth Building: Engaging the Next Generation” at Opal Group’s Family Office & Private Wealth Legacy Summit 2025, on August 26-27th at the Parrish Art Museum in Southampton. Comprised of single and multi-family offices from the tri-state area, as well as the Hamptons, with focused networking opportunities and fireside chats with family office leaders.

Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Management Forum 2025, in Newport, RI.

Speaker on Mastering Money & Mindset: The Psychology of Wealth & Abundance at Thrive: The Women’s Summit on Wealth and Wellness, on June 4, 2025 at the Sphere Club at Monogram, in New York City.