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Family Governance Symposium (2019)

Family Governance Symposium (2019)

This program will present an overview of practice tips and strategies for implementing and sustaining successful family governance from estate planning to family philanthropy, navigating family disruption and integrating the disciplines of family advisors. Learn successful approaches to family governance and tips for the unwary from experienced professionals in the wealth management and estate planning fields.

Speakers

Marvin E. Blum, CPA, The Blum Firm, P.C., Fort Worth, TX

John D. Dadakis, Esq., Holland & Knight LLP, New York, NY 

Carly Doshi, Esq., HSBC Private Bank, New York, NY

Jared Feldman, CPA, Anchin, New York, NY

Marisa Giarnella-Porco, Jordon Porco Foundation, Hartford, CT

Sandy Golinkin, Raising the Bar, New York, NY

William J. Kambas, Esq., Withers Worldwide, New York, NY

Karen Kardos, Esq., Citi Private Bank, New York, NY

Randy Kaufman, EMM Wealth, New York, NY

Todd D. Mayo, Perspecta Trust, Hampton, NH

Thomas G. Rogerson, Esq., Generation Legacy Co., Duxbury, MA

Von E. Sanborn, Esq., Day Pitney, New York, NY

Constance Shields, Withers, New Haven, CT

Angela Titus McEwan, Esq., Day Pitney, LLP, Parsippany, NJ

Shauna Trainor, The Covenant Group, Toronto

Andrea Vacca, Esq., Vacca Law & Mediation, New York, NY

Elwyn G. Voss, The Voss Group, Buffalo

Non-Member Pricing: $275.00
Recorded Date:
  • July 15, 2019
Format:
  • Online On-Demand
Product Code:
  • VGH44
Areas Of Professional Practice Credit(s):
  • 6.0
Total Credit(s):
  • 6.0
:
  • 4hr 45min