Family Office Summit:
Integrating the Full Balance Sheet,
1 November 2018, New York

About

 Integrating the Full Balance Sheet: 
From Investment to Lifestyle Management 

In the next episode of our annual autumn Family Office Summit series, we will examine the wealth strategies family offices can deploy to ensure their members’ well-being in the fullest sense and across generations, covering not only wealth accumulation and transfer, but also life or lifestyle concerns such as education, healthcare and security.

Discussion topics will include:

  • Future-Proofed Investment Plans
  • Optimising Wealth Structuring and Transfer (Particularly in Light of the Trump Tax Reforms)
  • Lifestyle Management and Mastering its Many Moving Parts (Private Aviation, Residences, Education and Healthcare)
  • Promoting Privacy, Security and Good-Standing
  • Wealth Management Options for the UHNW: Can any firm truly satisfy their needs over the long term?

This full-day event offers a platform for family offices and their trusted advisors to meet, exchange ideas and learn about latest thinking through highly interactive panel discussions, intimate in-depth sessions and peer-to-peer networking.

Media
FWR will be the only media organisation involved. We will report one overview piece including the main soundbites from our speakers. All quotes are verified prior to publishing, and we do not report on insights shared off the record.

For speaking and sponsor opportunities contact adriana.zalucka@clearviewpublishing.com

Strategic Partner


Agenda


Logistics

Date and Time

Date: Thursday 1st November • 2018
Time: 9:00 am – 6:00 pm

Venue

Pepper Hamilton LLP

Address: The New York Times Building, 37th Floor, 620 Eight Avenue New York, 10018-1405


Keynote Speakers

Charles Lowenhaupt

Chairman and Chief Executive

Lowenhaupt Global Advisors

Charles A. Lowenhaupt is a recognized industry leader in managing wealth for ultra-high net worth families around the world. He is also Managing Member of Lowenhaupt Global Advisor’s affiliated firm, Lowenhaupt & Chasnoff, LLC, the first U.S. law firm to concentrate on tax law and established by Charles’ grandfather in 1908. Charles is a Founding Advisory Faculty member of the Institute for Private Investors. He advises the Institute as an Emeritus Member and is a contributor to its programs.

Charles is co-author with Don Trone of the book, Freedom From Wealth, published in 2011 by McGraw-Hill. He is author of the forthcoming book, The Wise Inheritor’s Guide To Freedom From Wealth. In 2011, Private Asset Management magazine named Charles one of the most 25 influential people in wealth management and family office services.

Michael W. Sonnenfeldt

TIGER 21

Michael W. Sonnenfeldt is the Founder of TIGER 21, the premier peer membership organization for high-net-worth wealth creators and preservers, and author of Think Bigger: And 39 Other Winning Strategies from Successful Entrepreneurs. TIGER 21’s 600+ Members collectively manage personal assets of $60 billion.

Mr. Sonnenfeldt is a serial entrepreneur, philanthropist, and political thought leader. Through his private investment company, MUUS & Company, he has holdings in solar and other technologies related to alternative energy infrastructure applications.  Previously, he served as Chairman of Carmanah Technologies Corp., a public Canadian solar company.  Mr. Sonnenfeldt founded Emmes & Company, a boutique real estate investment firm that grew to over a billion dollars in assets. In 1980, he led the transformation of the Harborside Financial Center in Jersey City, NJ, the largest commercial renovation in the U.S. at the time.

Speakers

Joe Calabrese

National Head of Investments

Key Private Bank

Joe Calabrese is an executive vice president at Key Private Bank, where he serves as national head of investments and institutional asset services. He is responsible for the development and execution of Key’s private client and institutional investment strategy, which includes a full range of investment management services. Joe has 25 years of experience in the financial services industry. He joined Key in 2016, and lends his knowledge and expertise to affluent individuals, families, business owners, and institutions. Before joining Key he held a wide range of executive roles, including president and CEO of Geller Family Office Services, a New York based RIA and multi-family office; and president of Harris myCFO, which focused on serving clients with a net worth in excess of $100 million.

Maura Cunningham

Founder and Executive Director

Rock the Street, Wall Street

Maura Cunningham is the Founder and Executive Director of Rock The Street, Wall Street, (RTSWS) a 501(c)(3) nonprofit founded in 2013. Maura’s span of 25 years in finance includes working on Wall Street for Merrill Lynch Capital Markets, Real Estate Syndication, UITs and Mortgage Backed Securities. She trades options to stay current with the market. Maura launched RTSWS to move girls forward in the field of finance. RTSWS is a financial literacy program designed to spark the interest of high school girls into careers of finance. RTSWS is adding four new cities this coming fall, making that ten US cities where the program is offered.

Michael Felman

President and CEO

MSF Capital Advisors

Michael Felman is President and CEO of MSF Capital Advisors, a global multi-family office.  Besides his own family office, his firm advises other family offices and a select group of HNW individuals. Mr. Felman began his investment career as an Angel Investor. He invested in real estate, film projects, technology companies and a restaurant. Mr. Felman received his B.A from Clark University and J.D. from Pace University. Some of his achievements include: Winner of Acquisition International 2013, 2014, 2015 Global Multi-Family Office Award; Winner of Wealth & Finance International 2014 Global Multi-Family Office Award. Mr. Felman is a member of the NYU Stern Family Office Council. He is a frequent speaker at family office, hedge fund and emerging markets conferences.

Andrew Hulsh

Partner

Pepper Hamilton LLP

Andrew Hulsh is a partner in the Corporate and Securities Practice Group of Pepper Hamilton LLP. His practice is focused on domestic and cross-border private equity-backed and strategic mergers and acquisitions involving private and publicly-listed companies; asset management matters; shareholder activist matters; initial and secondary public offerings of equity and debt securities; general public company representation under U.S. securities laws; and venture capital investments. Mr. Hulsh also has significant experience handling transactions involving companies based outside the United States.

Mr. Hulsh frequently serves as a resource for various leading television shows and publications including CNBC, The Wall Street Journal, Bloomberg News, Thomson Reuters and The Deal.

 

Mel Lagomasino

Managing Partner and Chief Executive

WE Family Offices

Maria Elena (Mel) Lagomasino has worked with financially successful families for more than three decades. As CEO and managing partner of WE Family Offices, a global family office serving UHNW families, she engages client families to build their wealth enterprises and provides the support and control they need to manage their wealth as a business enterprise. Before founding WE, Mel served as CEO of GenSpring Family Offices. Prior to that, she served as chairman and chief executive of JP Morgan Private Bank. She began her career at Citi. Mel serves on the Boards of The Walt Disney Company and The Coca-Cola Company.

Jamie McLaughlin

Founder and Chief Executive

J. H. McLaughlin & Co.

In 2010, Jamie McLaughlin founded J. H. McLaughlin & Co., a business strategy and management consulting firm serving the wealth management industry and family offices.

Previously, he was CEO of Geller Family Office Services, the New York-based MFO, a partner at Convergent Wealth Advisors (formerly Lydian Wealth Management) where he built the firm’s New York office, the regional president of Mellon Private Wealth Management’s New York region, and a financial advisor at Sanford C. Bernstein & Co., where he started in the wealth management industry.

Mr. McLaughlin served five terms in the Connecticut General Assembly from 1981 to 1991 as a member of the State House and State Senate.

David Norton

Partner and Head of Aviation Practice

Shackelford Bowen McKinley & Norton, LLP

David T. Norton has an internationally recognized aviation law practice that focuses on business aviation regulatory, tax and transactional matters. He is active in many industry-related organizations such as the National Air Transportation Association and the National Business Aviation Association, and is a past Chair of the Aviation Section of the State Bar of Texas. Before becoming an aviation attorney Mr. Norton served in the U.S. Air Force, primarily as a KC-10A pilot and aircraft commander. He holds airline transport pilot and commercial pilot certification from the FAA, and maintains certification as an instrument and multi-engine flight instructor.

Randy Parrish

Head of Credit and Senior High Yield Portfolio Manager

Voya Investment Management

Randy Parrish is head of credit and a senior high yield portfolio manager at Voya Investment Management. As head of credit, Randy oversees the high yield, investment grade and emerging market teams. Previously, Randy was head of high yield and served as a portfolio manager and analyst on the high yield team since joining Voya in 2001. Prior to joining the firm, he was a corporate banker in leveraged finance with SunTrust Bank and predecessors to Bank of America. Randy received a BBA in business administration from the University of Georgia and holds the Chartered Financial Analyst® designation.

Steve Prostano

Founder and Managing Partner

SPI Partners

In a career spanning over three decades, Steve Prostano has distinguished himself as an innovator and thought leader in the wealth management, multi-family office, and global financial services industries.

Steve served as CEO of Silver Bridge, a Global Partner and President of Atlantic Trust, President of Chase Global Asset Management, and EVP of the Private Clients Group of FleetBoston Financial. He has also held senior positions with Mellon Bank, The Boston Company, and KPMG.  Most recently Steve served as the Head of Family Wealth Advisors and a member of the Senior Management Committee at Bank of the West, an affiliate of BNP Paribas.

Bill Woodson

Managing Director

Citi Private Bank

Bill Woodson is a managing director at Citi Private Bank responsible for its North American Family Office Group.

Bill joined Citi from Credit Suisse where for over seven years he was a managing director and head of their ultra-high net worth and family office business. A tax professional by training, Bill began his career as a CPA at Arthur Andersen, where he spent a decade providing domestic and international tax advice to wealthy executives, families and business owners. Bill left Andersen to run the family office for one his largest clients; a Hong Kong based family with 40 employees and operations in Hong Kong, San Francisco and Vancouver.


Advisory Panel

Charlotte Beyer

President

Quest Foundation

A Wall Street veteran and entrepreneur, Charlotte Beyer has been identifying changes in the culture and dynamics of wealth management since 1992. Beyer's career spans 40+ years, first on Wall Street, and then as founder of the Institute for Private Investors [IPI] in 1992. A pioneer in social media, IPI hosted the first online community for investors when it went live in 1998. An Aresty Fellow of the Wharton School, Beyer continues to teach in Wharton’s Private Wealth Management program, a five-day residential curriculum she co-created with Wharton in 1999.
Beyer continues to remain active in several industry groups, and her recent book, Wealth Management Unwrapped Revised & Expanded (Wiley 2017) describes key trends in the wealth management industry, including robo-advisors, the aging private client and ‘women with wallets.’ Currently, Beyer is President of the Principle Quest Foundation whose mission is women’s empowerment.

Steve Prostano

Founder and Managing Partner

SPI Partners

In a career spanning over three decades, Steve Prostano has distinguished himself as an innovator and thought leader in the wealth management, multi-family office, and global financial services industries.

Steve served as CEO of Silver Bridge, a Global Partner and President of Atlantic Trust, President of Chase Global Asset Management, and EVP of the Private Clients Group of FleetBoston Financial. He has also held senior positions with Mellon Bank, The Boston Company, and KPMG.  Most recently Steve served as the Head of Family Wealth Advisors and a member of the Senior Management Committee at Bank of the West, an affiliate of BNP Paribas.

Avi Sharon

Principal - Private Wealth Solutions

Blackstone

Avi Sharon is the principal in the multi-asset investing group at Blackstone. Prior to joining Blackstone, Avi was a managing director at Alliance Bernstein, where he was head of product management for Asset Allocation and head of marketing for the private client group there. He is based in New York where, among other things, he has helped in the development of the firm’s global family office initiative.

Joseph W. Reilly Jr.

CEO and Founder

Circulus Group

Mr. Reilly is an investment and strategy consultant to family offices. He was the co-founder and founding president of the Family Office Association, a global forum for single family offices that is based in Greenwich, Connecticut. Previously Mr. Reilly helped to start a single family office and foundation in New York where he was an investment manager for five years. He was an energy specialist focused on options and futures trading at Crйdit Agricole Indosuez in New York prior to that, and started his career at Salomon Smith Barney. Mr. Reilly has spoken on family office issues at many conferences and has been quoted in the Wall Street Journal, The Financial Times, Forbes, Bloomberg, and currently does a monthly interview series with notables in the family office world for Family Wealth Report, where he is on the advisory board. He is a founding member of the Family Office Council at Princeton University; a member of the NYU Stern Family Office Council; an advisor to the RDS Milken Family Office Council. He is an alumnus of Singularity University. Mr. Reilly has an A.L.B. from Harvard University and is president of his hometown Harvard Club.


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