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.”
Inaugural Legacy Knight Family Office Summit
April 16, 2024
Dallas, TX
In Person Event
Family Office Structures and Best Practices: Managing a Family Office in Today’s World
March 4, 2024
New York City
In Person Event
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.
The Dallas Foundation – The Influence of Affluence: Helping Your Clients Navigate Family Wealth Dynamics
February 23, 2024
Dallas, TX
In Person Event
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!