Family Office Conference 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 on Family Wealth for Wealth Management firm Client Event at the inaugural Legacy Knight Family Office Summit in Dallas TX on April 16, 2024: “Family Wealth – A Hard Look at the Soft Issues.”
Family Office Conference 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.
Community Foundation 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!