Family Office Planning & Structure Forum 2020

July 1, 2020

-- --

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 for a copy of our Preliminary Agenda.

To request our current agenda, participant list and sponsors

Current as of

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)


Conference Opens


Opening Remarks


The Role of the New Virtual Family Office


Amy Brodsky, Founding Partner, Sky Partners LLC


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)


Networking Break


Natasha Pearl, Chief Executive Officer & Founder, Aston Pearl


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)


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


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

Tom Rogerson, Cofounder & CEO, GenLeg Co., Inc.

Hal Terr, Estate and Trust Partner, WithumSmith+Brown


Networking Break


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


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


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


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

Prashant Doshi, Founder, Shreem, LLC


Networking Lunch Breakout Sessions


Exhibitor Showcase


  • The Quest Organization
  • Jewish Communal Fund
  • Area 1 Security
  • BlackCloak
  • Iberville Capital Advisors LLC

April Rudin, Founder & President, The Rudin Group


Oren Falkowitz, Founder & Chairman, Area 1 Security

Dr. Chris Pierson, Founder & CEO, BLACKCLOAK


Kirby Rosplock, Founder & CEO, Tamarind Partners


John Elmes, Executive Managing Director, Pathstone (MFO)

Adi Divgi, President & Chief Investment Officer, EA GLOBAL LLC (SFO)


Networking Break


Linda Mack, President and Founder, Mack International, LLC


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

Trish Botoff, Principal Consultant, Botoff Consulting, LLC

Michael Rosenblatt, President, The Quest Organization


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


Jason Cavanagh, CEO, Saint Leonard (SFO)

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

Pierre duPont, Partner, Cerity Partners (MFO)


Networking Break


Roundtable Discussion: Single Family Offices vs. Multi-Family Offices vs. Trust Companies


Ronald S. Diamond, CEO, Diamond Wealth Strategies


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

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


Closing Remarks & Conference Concludes

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 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
  • Overview of the Real Estate Economy
  • Regulatory/Tax Issues: What Are The Realized Effects Of The New Tax Laws?
  • Opportunity Zones 201
  • Value-Add and Opportunistic vs. Core and Core Plus Investments
  • Real Estate Debt and Alternative Financing Strategies
  • Analyzing Direct vs. Co-Investment vs. Commingled Funds
  • Finding Deal Flow, Acquisitions & Acquisition Due Diligence
  • Real Estate Disrupters 2020: The Future Culprits?
  • 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