Overview

 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:

Future-Proof Investment Plans
Lifestyle Management (Private Aviation, Residences. Education, Healthcare)
How Philanthropy is Changing
Optimising the Family Office Formula
Wealth Management Options for the UHNW: Can any firm truly satisfy their needs over the long term?

Break-out sessions will take place as part of the programme:

1. Why Speciality Fixed Income May Be a Wise Bet – Presented by Voya
2. Emergency Medical Intelligence: What Will Save Your Life? – Presented by Black Bag
3. Automating and Personalising Balance Sheet Reporting for Global Family Offices – It’s All About the Data – Presented by Private Wealth Systems

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

Strategic Partner

Advisory Panel

Avi Sharon

Executive Vice President and Product Strategist

PIMCO

Mr. Sharon is an executive vice president and product strategist based in the New York office. He is responsible for broad business management as well as developing and leading strategic […]

Charlotte Beyer

Founder of IPI

Principle 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 […]

Douglas Fritz

Founder and CEO

F2 Strategy

Doug Fritz is the Co-Founder and CEO of F2 Strategy. Doug, a veteran CTO and sought-after wealthtech consultant, leads an all-star team of executives in technology-driven operations, digital client engagement, […]

Steve Prostano

Partner, Head of Family Advisory Services

PKF O’Connor Davies

Steve is an innovator and thought leader in the global financial services industry. He has built leading MFOs and asset management firms and has advised industry leaders and UHNW families […]


About our Sponsors

Sponsors


Keynote Speaker

Charles Lowenhaupt

Managing Member

Lowenhaupt & Chasnoff

Charles A. Lowenhaupt is a recognized leader in managing wealth for ultra-high net worth families. He is also Chairman and CEO of Lowenhaupt Global Advisors. Charles has a Bachelor of […]

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 […]


Speakers

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 […]

Arthur Bavelas

Founder, CEO

Bavelas Group Family Office and Family Office Insights

As an entrepreneur, author, and family office investor, Arthur Bavelas is a pioneer in developing one of the first private opportunity peer review networks for investors within the family office […]

Bill Woodson

Executive Vice President, Head of Strategic Wealth Advisory and Family Enterprise Service

SVB Private

Bill Woodson is the head of Strategic Wealth Advisory & Family Enterprise Services at Silicon Valley Bank. In this role, he oversees a team that provides integrated investment, planning, and […]

Candyce Cohen

Global Sales Director

Private Wealth Systems

Ms. Cohen is a global sales director leading Private Wealth Systems’ financial institution vertical.  She brings over 25 years’ experience selling multi-asset, multi-currency portfolio management and investment reporting software to leading […]

Carol Pepper

Founder and CEO

Pepper Hamilton LLP

Carol Pepper is Founder and CEO of Pepper International LLC, an award- winning family office located in New York City. Carol acts as the external chief investment officer to select families and single-family offices. She is an expert in social impact investing […]

Christopher Sidford

Founder and Medical Director

Black Bag

Dr. Christopher Sidford is a board-certified physician in Emergency Medicine with over twenty years’ experience. Before founding Black Bag, he was an attending physician with the world renowned Lahey Clinic. […]

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 […]

Ford von Weise

Global Head of Aircraft Finance

Citi Private Bank

Ford leads our aircraft finance team. He has over 28 years of aviation experience with 2,500 hours, flying privately and in the U.S. Coast Guard Auxiliary and Civil Air Patrol.  […]

Frazer Rice

President

Wealth Actually, LLC

Frazer Rice is a leading private wealth manager, with fifteen years’ experience advising millionaire and billionaire families on finances, including fiduciary and estate matters. His clients include business owners, hedge […]

Gemma Leddy

Partner-in-Charge, PKF O’Connor Davies Family Office

PKF O’Connor Davies Family Office

Gemma Leddy, CPA is the founder and Partner-in-Charge of the award-winning PKF O’Connor Davies Family Office practice.  She is also managing director of PKF Funds and Family Office, headquartered in […]

Jamie McLaughlin

Founder and Chief Executive

J. H. McLaughlin & Co.

In 2010, Jamie McLaughlin founded J. H. McLaughlin & Co., LLC, a management consulting firm focused on strategy and practice management for wealth management and investment advisory firms, private banks, […]

Joe Calabrese

COO Wealth Management

Key Private Bank

Joe Calabrese is Chief Operating Officer at Key Wealth Management. He is responsible for overseeing the development, integrated delivery, and strategic development of a full range of financial planning, investment, […]

Kim Laughton

President

Schwab Charitable

Kim Laughton is president of Schwab Charitable, one of the largest national providers of donor-advised funds and other philanthropic services. Schwab Charitable is an independent, 501(c)(3) non-profit organization established to […]

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 […]

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 […]

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 […]

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 […]

Rebecca Meyer

Consultant

Relative Solutions

Rebecca guides family enterprises as they navigate the complexities of intergenerational ownership and planning for transitions. With the benefit of a systems perspective, she helps family enterprises address the need […]

Steve Prostano

Partner, Head of Family Advisory Services

PKF O’Connor Davies

Steve is an innovator and thought leader in the global financial services industry. He has built leading MFOs and asset management firms and has advised industry leaders and UHNW families […]

Susan Sofronas

Managing Director

Geller and Company

Susan serves as a Managing Director of Geller Advisors and is responsible for the development of both short and long term strategic planning, and serves on the firm’s Investment Committee. […]

Walter Sweet

Senior Vice President

Rockefeller Philanthropy Advisors

As a senior vice president Walter Sweet oversees RPA’s advisory and management practice. He also leads client engagements with foundations supporting health, community development, education and entrepreneurship. As part of […]


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