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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