The Family Wealth Report summits are large-scale thought-leadership, education and networking events exclusively for members of the Family Wealth Report Network.

Hosted as morning events, the Family Wealth Report summits are an unrivalled thought-leadership platform. Family Wealth Report events encourage intellectual debate on the challenges and opportunities facing the industry and are designed to be an optimal use of a wealth managers’ precious time. We would normally expect around 150 high-level professionals to attend this event.

Targeting an exclusively professional and select audience, Family Wealth Report events are consistently over-subscribed. Together with the sponsors, we choose cutting-edge topics that align with their strategic direction, and in this manner we are able to ensure the attendance of the decision-makers who matter most.

The New York summits provide attendees with the opportunity to attend up to three specialist panels where strategy, operations, investment management and compliance, amongst other issues are discussed in depth.


08:00 – 09:00       Registration and breakfast 09:00 – 09:50       Aligning Family Situations With After-Tax Returns: What Are The Most Significant Differentiators When Investing? Taxes often form the biggest chunk taken out of total returns for an investor and as such, trying to best manage these is a priority for high net worth individuals. This panel will assess how family situations may be aligned with after-tax returns, investment tools and ways that tax losses can be best harvested. Points to be covered include:
  • Current techniques within wealth management for maximising after tax portfolio returns
  • The elements of a family’s tax profile that drive portfolio choices
  • Types of gains to be considered, from active to passive and portfolio
  • How can pre and post tax investment returns generate losses, and how can a family situation be aligned with after tax gains?
  • The impact of legislation and taxes on equity returns
  • Current methods of tax-loss harvesting and how these techniques can be utilised across broader client portfolios
  • The place for tax harvesting when chasing passive beta returns
09:55 – 10:45         The Five Technology Adoption Methods: Which One Is Right For Your Firm? Over the last 15 years wealth management firms have taken varied approaches to implementing technology within their organization.  Many have succeeded and some have even failed.  From single family offices to multi-family offices, RIAs and private banks, each one has a unique set of needs and requirements. With technology evolving and teams requiring more firepower from their applications, firms are left in a quagmire around the best approaches for adopting technology and how to decide the best path to align with its business model and goals. Learn about the 5 adoption methods wealth management firms are using today and some of the pros and cons of each as you mull over the appropriate and most effective approach to technology.  Some of the questions we will cover:
  • An assessment of building, upgrading, licensing, outsourcing and hybrid
  • When should you consider an outsourced or hybrid model?
  • Which type of firm succeeds with just an upgrade of their existing technology?
10:45 – 11:15                        Networking and refreshments 11:15 – 12:05            Health And Wealth Management: Building A Team To Tackle Family Issues Today & In The Future At a time where life expectancy continues to rise, figures show that only a third of wealthy individuals are talking to their wealth managers about plans surrounding increased longevity. This panel will assess what advisors can do to facilitate difficult conversations between family members at a time when interdependencies between generations grow, as well as recruitment and training issues surrounding this. Points to be covered include:
  • Assembling advisor teams to serve a family across generations
  • Advisor training on approaching longevity and health issues among families
  • Incorporating health issues into succession planning discussions
  • Turnover and servitude issues at family offices – how to keep sensitive conversations alive when younger advisors change jobs and older advisors retire
  • How does the client want to be served: five-person teams versus the individual touch
  • Key financial planning considerations when dealing with elderly clients
12:05 – 13:00          Lunch and networking  


Date and Time

Date: Thursday 24th September - 2015
Time: 8:00 am – 1:00 pm


The University Club – New York

Address: The University Club of New York, One West 54th Street, New York, NY 10019

About our Sponsors



Bruce Weatherill

Chief Executive

Weatherill Consulting

Bruce is a chartered accountant with over 37 years financial services experience, previously a partner in PwC, latterly as Global leader of their Wealth Management practice and the key driver […]

Charlie Carr

Executive Director


Charlie Carr is an executive director in EY’s private client services practice, specializing in family offices. He joined EY in 2014, after 19 years with US Trust, Bank of America […]

Iain Silverthorne

Partner & Wealth Advisor

Evercore Wealth Management

FSL is the market-leading provider of specialist investment tax solutions: keeping our clients ahead of change, removing complexity and protecting them from risk. Our Offshore Reporting Funds website is a […]

Jason Brown

Chief Executive

Archway Technology Partners

Jason Brown founded Archway Technology Partners in 2002. He holds overall responsibility for all aspects of the firm as broad as strategic growth and as detailed as daily company operations. […]

Kemp Stickney

Chief Fiduciary Officer and Head of Family Wealth

Wilmington Trust

Kemp oversees the fiduciary services and family wealth groups for wealth advisory services at Wilmington Trust Company. He leads the national private client services team and family office team that […]

Michael Cole

Managing Partner


Michael is an industry veteran with more than 25 years of experience building successful wealth management firms. Most recently, Michael served as the CEO of Cresset Asset Management, an SEC […]

Michael Zeuner

Managing Partner

WE Family Offices

Having joined WE Family Offices as one of its three managing partners in 2013, Michael Zeuner oversees the firm’s US business. A management consultant by training, Michael has considerable experience […]

Paul Cummings

Regional Managing Director

Abbot Downing

Paul Cummings is the regional managing director of the Northeast region of Abbot Downing where he oversees strategy and client management. Prior to joining Abbot Downing, Paul was a managing […]

Ron Pruitt

Executive Vice President


Mr. Pruitt is responsible for the Envestnet | Placemark business as well as leading the portfolio management product organization. Prior to Envestnet’s acquisition of Placemark Investments, he served as Chief […]

Ronald Shemesh

Senior Vice President

Columbia Threadneedle Asset Management

Ronald Shemesh is a senior vice president and senior portfolio manager on the structured equity team at Columbia Threadneedle Investments. He is responsible for both institutional and high-net-worth domestic tax […]

Stephen Harris


ClearView Financial Media

Stephen Harris is chief executive of ClearView Financial Media, publisher of global wealth management news sites WealthBriefing, Family Wealth Report and WealthBriefingAsia; as well as compliance, tax and remuneration-centred Compliance […]

Stephen Lee

Regional Vice President, Private Wealth Division

Columbia Management

Stephen Lee is a regional vice president in the private wealth division for Columbia Management Distributors. Stephen joined the firm in 2006 and has been a member of the investment […]

Thomas Riggs

Managing Director, Financial Services and Family Office Tax

O’Connor Davies Family Office

Thomas Riggs has over 30 years of experience in the financial services industry, and during that time he has been a trusted advisor to countless family offices, funds, private equity […]