Keynote speaker at Fostering Connection, Unity, and a Legacy of Generational Wealth— an invitation-only event designed for affluent individuals, business owners, and families who seek to preserve and grow their wealth across generations, hosted by HORAN Wealth, in Cincinnati, OH.
Keynote Speaker at the Greater Cincinnati Foundation luncheon, on What Top Advisors Know About Legacy, Loyalty & Philanthropy, in Cincinnati, OH.
Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Management Forum West 2024, in Napa, CA.
Speaking for the Community Foundation of Greater Birmingham at their Donors event on the evening of Thursday, Sept. 26, and their Professional Advisors event on the morning of Friday, Sept. 27.
Keynote Speaker on “FAMILY WEALTH — A HARD LOOK AT THE “SOFT” ISSUES” on September 18, 2024 for the Blue Grass Community Foundation’s Philanthropy Summit in Lexington, KY.
Speaker on “Collaborative Wealth Building: Engaging the Next Generation” at Opal Group’s inaugural Family Office & Private Wealth Legacy Summit 2024, on August 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. The event will be preceded by an sunset kayak and oyster tour, and followed with an afternoon at the Hampton Classic.
Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Management Forum 2024, in Newport, RI.
Keynote Speaker at the inaugural Legacy Knight Family Office Summit in Dallas TX on April 16, 2024: “Family Wealth – A Hard Look at the Soft Issues.”
Speaker on “Family Office Structures and Best Practices: Managing a Family Office in Today’s World” at the Opal Family Office Winter Forum in my hometown of NYC, on March 4, 2024.
Keynote Speaker on “The Influence of Affluence: Helping Your Clients Navigate Family Wealth Dynamics” on February 23, 2024 for The Dallas Foundation’s Professional Advisor Seminar. I’m told it was their largest turnout ever!