Stay informed about our calendar of events and
speaking engagements.
2011 IFG Wealth Management Forum
Phoenix,
AZ
April 11-13, 2011
Presenter: Dirk Jungé, Chairman & CEO
Family and Wealth Planning:
The Glue that Binds
Transitions 2011: Family Governance, Legacy, Wealth and Generational Change
Orlando, FL
April 7-8, 2011
Sponsor
Speaker: Dirk Jungé, Chairman & CEO
Family Governance: The Role of the Family Council and Family Meeting
Family Office Exchange
Webinar
March 9, 2011
Speakers: Rebecca Meyer, Managing Director and Dain Kistner, Chief Information Officer
The Cost of Complexity: Understanding Family Office Costs
Opal Financial Group Investment Consultant’s Forum: The Role Ahead
New York, NY
March 7, 2011
Speaker: Rick Pitcairn, Chief Investment Officer
Investment Policy
Family Wealth Alliance 3rd Annual SFO Study Private Regional Unveiling
Chicago, IL
February 23, 2011
Sponsor
Speakers: Dirk Jungé, Chairman & CEO, Rebecca Meyer, Managing Director
Setting the Course for Sustainability: Reimagining the Investment Function and Rationalizing the Family Wealth Structure
Mihaylo
College of Business and Economics at California State, Fullerton
The Family Business Council
Fullerton, CA
February 9, 2011
Presenter: Dirk Jungé, Chairman & CEO
Mixing Entrepreneurship with Family Business Ownership
Family Wealth Alliance 3rd Annual SFO Study Private Regional Unveiling
Philadelphia, PA
January 13, 2011
Sponsor
Speakers: Leslie Voth, President & COO, Rebecca Meyer, Managing Director and Dain Kistner, Chief Information Officer
Setting the Course for Sustainability: Reimagining the Investment Function and Rationalizing the Family Wealth Structure
Family Wealth Alliance 3rd Annual SFO Study Private Regional Unveiling
Pittsburgh, PA
January 11, 2011
Sponsor
Speakers: Leslie Voth, President & COO, Rebecca Meyer, Managing Director and Dain Kistner, Chief Information Officer
Setting the Course for Sustainability: Reimagining the Investment Function and Rationalizing the Family Wealth Structure
Connex
International Strategic Investments Executive Forum
Dallas, TX
December 5 -7, 2010
Presenter: Rick Pitcairn, Chief Investment Officer
Asset Allocation and Behavioral Finance: The Family Office Perspective
Private Asset Management Breakfast
Briefing
New York, NY
December 2, 2010
Presenter: Leslie C. Voth, President & COO
Single Family Offices Look to Multi-family Office Options
CFA Society of Philadelphia High
Net Worth/Family Office Symposium -
Philadelphia, PA
December 2, 2010
Presenter: Rick Pitcairn, Chief Investment Officer
How Wealth Advisors Are Investing Today
Presenter: Rebecca Meyer, Managing Director
Behavioral Finance
Family Firm Institute New
England Chapter
Boston, MA
December 2, 2010
Presenter: Dirk Jungé, Chairman & CEO
When Advisors Collaborate, the Family Wins
Pennsylvania Bar Institute 16th Annual Business Lawyers’ Institute
Philadelphia, PA
November 18, 2010
Presenter: Dirk Jungé, Chairman & CEO
Business Succession Planning
2010 ONESOURCE® User Conference
Washington, DC
November 1-4, 2010
Presenter: David R. Nave, Tax Director
Examining the Complexities of Foreign Trusts and Potential Planning
Opportunities
2010 Family Firm Institute Annual Conference
Chicago, IL
October 15, 2010
Sponsor
Presenter: Dirk Jungé, Chairman & CEO
When Advisors Collaborate, the Family Wins
The Essentials of Family Business Summit
Philadelphia, PA
September 22-24, 2010
Sponsor
Presenter: Dirk Jungé, Chairman & CEO
Family Governance: The Glue That Binds
Canadian Private Family Office Invitational
Banff, Canada
June 1, 2010
Presenter: Dirk Jungé, Chairman & CEO
Best Practices For Running A Family Office
Transitions: The Changing Environment
for Family Companies
Celebration, FL
April 15-16, 2010
Presenter: Dirk Jungé, Chairman & CEO
The Financial Aspects of Handing Over the Business to the Next
Generation
Mid-Atlantic
Fruit and Vegetable Convention
Hershey, PA
February 1, 2010
Presenter: Dirk Jungé, Chairman & CEO
Farm Transition – Bringing in the next generation
New York State Society of CPAs
Webcast
December 9, 2009
Presenter: David R. Nave, Tax Director
Trusts with Passive Activities: Key Issues
The Alliance
U
Chicago, IL
November 10 -12, 2009
Presenter: Mark N. Steinberger, Director of Estate Planning
Fiduciary Duties & Trust Services
Committee of
Banking Institutions on Taxation (CBIT) Fall Tax Day 2009
New York, NY
November 5, 2009
Presenter: David R. Nave, Tax Director
GPS Navigation: Mapping the Use of Trusts in S Corporations
Marcus Evans Elite Summit
Montreux, Switzerland
November 2-3, 2009
Presenter: Dirk Jungé, Chairman & CEO
When Advisors Collaborate, the Family Wins
2009
ONESOURCE® User Conference
Miami Beach, FL
October 18-21, 2009
Presenter: David R. Nave, Tax Director
Passive Activity Rules: Application to Trusts and Estates Revisited
CFA Society of Philadelphia High
Net Worth/Family Office Symposium
Philadelphia, PA
October 15, 2009
Presenter: Dirk Jungé, Chairman & CEO
Multi-family Office
Presenter: Leslie C. Voth, President & COO
What Do We Own and How is It Doing?: Reporting and Communication
Institute
for Private Investors Next Generation Retreat
New York, NY
October 8, 2009
Presenter: Dirk Jungé, Chairman & CEO
The Grill®: The Beauty Contest
Family
Firm Institute Annual Conference
New York, NY
September 23-25, 2009
Sponsor
Art & Collectibles: It’s More Than What You See That Counts
University
of Pittsburgh Family Enterprise Center
Pittsburgh, PA
September 23, 2009
Sponsor
Family Business, Risky Business
New York State Society of CPAs
Webcast
September 18, 2009
Presenter: David R. Nave, Tax Director
Trusts with Passive Activities: Key Issues
Beyond the Border International
Contemporary Art Fair
San Diego, CA
September 3, 2009
Presenter: Rebecca Meyer, Managing Director
Art & Money
Opal
Financial Group Family Office & Private Wealth Management
Forum
Newport, RI
July 10, 2009
Presenter: Leslie C. Voth, President & COO
Asset Protection Strategies
Marcus Evans Private
Wealth Management Summit
Boca Raton, FL
June 15, 2009
Presenter: Rick Pitcairn, Chief Investment Officer
“Back to the Future:” Restructuring Investment and Asset Allocation Processes
for Maximum Returns
Institute
for International Research Family Office Forum
Chicago, IL
June 8, 2009
Presenter: Rick Pitcairn, Chief Investment Officer
Pinpointing Future Opportunities for MFO’s: Paving the Road for an Evolving
Business Model
Marcus Evans Elite Summit
Montreux, Switzerland
May 28, 2009
Presenter: Dirk Jungé, Chairman & CEO
Defining the Multi-Family Office: What does it really mean to be an MFO?
Estate Administration Conference
New York, NY
May 20, 2009
Presenter: David R. Nave, Tax Director
Trusts with Passive Activities
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