| | Live, Interactive CE and CLE Virtual Forums September 13–14
Four Complimentary, One-Hour Sessions Advisors to HNW families and family offices must often deal with unique concerns, as these clients must balance the needs and preferences of different generations while they also consider what’s best for the family enterprise as a whole. This forum will focus on some of the issues faced by these clients, with suggestions on how best to help them successfully navigate their investments, planning and potential family conflicts. Topics include the key actions family offices should take if they’re interested in impact investing, how to help families deal with LBGTQ issues, assisting families with transferring treasured real estate, and the steps needed to make sure family offices stay relevant over time. Register | |
| | Single-Click Registration Once you register for one forum, simply click on any other sessions
you wish to attend—and you’re automatically registered. | |
| | WHO SHOULD ATTEND
• High-net-worth investment advisors
• Financial planners
• Estate planning attorneys
• Trust officers
• CPAs/accountants
• Counselors to non-profits and foundations | | Program Manager Susan Lipp, Editor-in-Chief,
Trusts & Estates | |
| | Advising HNW Families and Family Offices VIRTUAL FORUM EVENT TOPICS Four CE/CLE Sessions (September 13–14, 2022) | |
| | Tuesday, September 13th Passing Along Valued Family Real Estate 11:00 am ET Discusses practical considerations when seeking to meet the needs and expectations of families with unique properties who wish to have it remain in the family on their death for the benefit of future generations — that may or may not wish to retain the property. | |
| | Speaker Daniel FitzPatrick (Attorney), President, Northway Wealth Advisors
| | Speaker Avi Kestenbaum, Partner, Meltzer Lippe
| | Speaker Pamela Pagnani, Senior VP, Brokerage Manager, Sotheby’s International Realty | |
| | Moderator Travis Watts, Director of Investor Education, Ashcroft Capital
| | Panel Sponsor
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| | Impact Investing for Family 2:00 pm ET Explores why affluent families are increasingly interested in investing for social and environmental impact — and walks through essential actions families should take as they envision, develop, implement, and refine their impact investment strategies. | |
| | Speaker Patrick Briaud, Senior Advisor, Rockefeller Philanthropy Advisors | | Speaker Kristi Kuechler, Senior Director, The ImPact
| | Speaker Tomer Inbar, Partner, Morgan Lewis | |
| | Moderator Anna Sulkin, Legal Editor,
Trusts & Estates
| | Panel Sponsor
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| | Wednesday, September 14th Keeping a Family Office Relevant for the Long Term 11:00 am ET Explains why relevancy — the real and perceived sense of connection between a family and its family office — is foundational to the success attending to the family’s many practical needs — and is one of the most difficult yet rewarding qualities a family office can have. | |
| | Speaker James Coutre, VP Insights & Connections, Fidelity Family Office Services
| | Speaker William Parizeau, Head of Family Office Services, Fidelity Investments
| | Moderator Susan Lipp, Editor-in-Chief,
Trusts & Estates | |
| | Helping Families Deal with LGBTQ Issues 2:00 pm ET Provides the necessary tools — including insight into language and resources — that advisors to high-net-worth individuals and family offices need to adjust their approach when assisting families with lesbian, gay, bisexual, transgender and queer (LGBTQ) members. | |
| | Speaker Tim Volk, Senior Strategic Advisor, Axiom
| | Speaker Elizabeth Schwartz, Principal, Elizabeth F. Schwartz Attorneys & Mediators
| | Moderator Vanessa Kanaga, CEO, InterActive Legal
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| | Continuing Education (CE) and Continuing Legal Education (CLE) Credits for Live Attendees:CFP, CIMA®, CIMC®, RMA®, AEP® and NACLE credits have been applied for and are pending approval. | |
| | Not able to attend the live events? Archived versions of Trusts & Estates Virtual Forums are available for viewing on-demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. Note: Only live attendees qualify for free CE and CLE credits. | |
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