Family Office Planning & Structure Forum 2020

Virtual
July 1, 2020

26 days left

Opal is proud to launch our Virtual Family Office Planning & Structure Forum, scheduled to take place on July 1, 2020. Through this virtual conference, speakers and attendees will explore the methods of structuring a family office with consideration of modern day planning for the next generation. The conference will bring together industry experts and family offices who are actively involved in building family office and succession planning structures.

Please join us on this journey to navigate the family office of our future by attending and sharing thoughts on best practices and directions of building a secure and successful plan for the next generation.

For additional information, please email info@opalgroup.net for a copy of our Preliminary Agenda.

To request our current agenda, participant list and sponsors


Current as of May 29, 2020

A Special Thanks to our Advisory Members

Thomas J. Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP

Susan R. Schoenfeld, JD, LL.M. Tax, CPA, MBA, CEO/ Founder, Wealth Legacy Advisors LLC

(Schedule Times are in EST)

9:30am

Conference Opens

9:45am

The Role of the New Virtual Family Office

Moderator

Amy Brodsky, Founding Partner, Sky Partners LLC

Panelists

Jill Creager, Founder & CEO, Providence Family Offices (MFO) / iPaladin, LLC

Holly Isdale, Managing Director, Wealthaven, LLC (SFO)

Angelo J. Robles, Founder & Chairman, Family Office Association

Cliff Oberlin, Chief Executive Officer, Oberlin Wealth Partners, LLC (MFO)

10:30am

Networking Break

10:40am
Moderator

Natasha Pearl, Chief Executive Officer & Founder, Aston Pearl

Panelists

Susan R. Schoenfeld, JD, LL.M. Tax, CPA, MBA, CEO/ Founder, Wealth Legacy Advisors LLC

Caren Croland Yanis, Principal, Croland Consulting

Francesco Lombardo, Managing Director, Veritage Family Office Limited (MFO)

Carolann Grieve, Managing Director, GenSpring SunTrust Private Wealth (MFO)

Moderator

Scott D. Weaver, General Counsel & Chief Fiduciary Officer, Willow Street Group (MFO)

Panelist

Thomas J. Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP

11:20am

Networking Break

11:30am
Moderator

Richard Marker, Founder/Co-Principal, Wise Philanthropy; Faculty Co-Director, University of Pennsylvania Center for High Impact Philanthropy

Panelists

Chuck Stetson, Chief Executive Officer, Stetson Family Office (SFO)

Kris Putnam-Walkerly, President and Founder, Putnam Consulting Group, Inc.

Leslie Pine, Managing Partner, The Philanthropic Initiative

Ellen Israelson, Vice President, Philanthropic
Services & CMO, Jewish Communal Fund

Moderator

Wendy Craft, Chief of Staff, Fulcrum Equities, LLC (SFO)

Panelist

Kamil Homsi, Founder & Chief Executive Officer, GRC Investment Group (Dubai) (SFO)

12:10pm

Networking Break

12:20pm
12:40pm

Virtual Networking Lunch

1:15pm
Panelist

Oren Falkowitz, CEO & Co-Founder, Area 1 Security

Dr. Chris Pierson, Founder & CEO, BLACKCLOAK

Moderator

Kirby Rosplock, PhD, Founder & Chief Executive Officer, Tamarind Partners

Panelists

John Elmes, Executive Managing Director, Pathstone (MFO)

1:45pm

Networking Break

2:00pm
Moderator

Linda Mack, President and Founder, Mack International, LLC

Panelists

Carol Schleif, Deputy Chief Investment Officer, Abbot Downing (MFO)

Trish Botoff, Principal Consultant, Botoff Consulting, LLC

Michael Rosenblatt, President, The Quest Organization

Moderator

James Rosebush, Chief Executive Officer, Intersection Impact Fund/The Wealth and Family Office Management Group (SFO)

Panelists

Jason Cavanagh, CEO, Saint Leonard (SFO)

Carol Pepper, CEO & Founder, Pepper International LLC (MFO)

Pierre duPont, Partner, Cerity Partners (MFO)

2:30pm

Networking Break

2:45pm

Roundtable Discussion: Single Family Office vs. Multi-Family Office vs. Trust Company

Moderator

Ronald S. Diamond, CEO, Diamond Wealth Strategies

Panelists

Laurent Roux, Principal, Gallatin Wealth Management LLC (MFO)

Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO)

3:30pm

Conference Concludes

1star
etc.venues 360 Madison
360 Madison Ave, New York, NY 10017


Registration Pricing

1 user/pass
GP / Service Providers $295
LP / Allocators Complimentary*
Discounted pricing on multiple passes available. Please contact your Opal Representative or info@opalgroup.net for additional details.

*Subject to Opal Group’s verification and approval. Only individuals who are solely investing on their own behalf can be verified for a complimentary pass. Solution Providers, Fund Providers as well as Business Development, Sales and Marketing Managers to 3rd parties will not be able to receive complimentary access. As investment portfolios/strategies are constantly changing, we reserve the right to re-verify past delegates for future complimentary passes.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net
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  • Real Estate Debt and Alternative Financing Strategies
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  • Finding Deal Flow, Acquisitions & Acquisition Due Diligence
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  • Family Office Discussion: What Are You Looking For In This Cycle?
  • 1on1 and group meeting capabilities

  • Live Video Keynote Speakers and Panels Presentations with Q&A

  • Exhibit Hall with branded interactive booths

  • Collateral Information sharing

  • Ability to connect and share contact details with one another

  • Live Chatting Options in sessions, private rooms & Lounge areas for peer to peer or group networking via live chat or video chat

  • Custom 1:1 Meeting Rooms with video conferencing (pre-arranged meetings between LPs/Allocators and Sponsor Managers)

  • Accountants
  • Angel Investors
  • Attorneys
  • Consultants
  • Custodians
  • Cyber Security Specialists
  • Direct Investors
  • Directors of Family Offices
  • Directors of Investments
  • Estate Planners
  • Family Office Principals
  • Family Office Recruiters
  • Family Office Service Providers
  • Financial Planners
  • Foundations
  • High Net Worth Individuals
  • Impact Investing
  • Insurance Companies
  • Investment Banks
  • Multi-Family Offices
  • Next Generation Family Office Members
  • Personal Security Specialists
  • Placement Agents
  • Portfolio Analysts
  • Portfolio Managers
  • Private Banks
  • Private Wealth Advisors
  • Registered Investment Advisors
  • Reporting Software Specialists
  • Risk Managers
  • Seed investors
  • Single Family Offices
  • Software Providers
  • Sovereign Wealth Funds
  • Succession Planners
  • Tax Specialists
  • Technology Companies
  • Trust Companies
  • Virtual Family Office Platforms

Manager vs. Investor Breakdown

    Investor Breakdown