Presentation Topics Include:
- Family Office industry history, trends, organization, and operation.
- Tax and Economic Concerns of families and family business
- Political implications and status of tax and economic legislation
- Family Business sustainability concerns and solutions
Customized topics upon request
Presentations
2020
- March 11; Drucker School Global Family Business Institute, Claremont Graduate School; moderate panel; “What are the Necessary Steps to Prepare for Family Succession”.
- April 15; Drucker School, Claremont Graduate School; Guest speaker; Family Business Management class; virtual
- May 20; IVY FON; present FEUSA 2020 Annual Survey Results; virtual
- June 4; Family Business Centers Directors Alliance; FEUSA 2020 Annual Family Business Survey Results; virtual
- June 19; Family Business Magazine; The Future of Family Business; moderate panel of family business owners; virtual
- June 23; Family Business Estate Tax Coalition members; FEUSA 2020 Annual Family Business Survey Results; virtual
- July 1; Drucker School, Claremont Graduate School; FEUSA 2020 Annual Family Business Survey Results; virtual
- July 1; S Corporation; Washington DC; FEUSA 2020 Annual Family Business Survey Results; virtual
- July 8; BNY Mellon; presented FEUSA 2020 Annual Family Business Survey Results; virtual
- August 6; Bill Black Exit Radio; FEUSA 2020 Survey Results
- September 15; BNY Mellon & Family Business Survey Webcast
- October 7; Pepperdine/Lido Family Office Certificate Class: Pepperdine University; virtual “The Family Office and the Business of the Family for Future Generations”
- October 13; CSUF Center for Family Business; “CA/US Ballot Issues and Candidates” virtual
- October 27; PRMA 7th Annual Summit; “The New Frontier in Relationship Management with Family Offices”: virtual
- November 12; Florida Family Office Forum; “Taxes, The Election Effect and Family Business in 2021”; virtual
Presentations
2019
- January 16; Huntington Beach; CSUF Family Bus Center; panel member on “Federal Legislative Issues and Concerns for Family Business”
- April 18; Claremont Graduate School; Drucker Global Family Business Institute; panel; “Maintaining the Balance of Family and Business”
- May 7; Chicago; Family Office Network; “Tax Policy; What Now”
- May 14; Newport Beach; Ivy FON; “Tax Policy; What Now?”
- June 27; Claremont Graduate School; Drucker Global Family Business Institute: panel of family businesses; “Transitioning out of the Business”
- July 15; Claremont Graduate School; Podcast with Dani Novack; “Rising Generation”
- August 6: Pro Advisors; Woodland Hills; “Voter Issues and Family Business”
- August 14: Claremont Graduate School; Drucker Global Family Business Institute: panel of family businesses; “Passing the Business On”
- September 17; Ivy FON; Newport Beach; “Voter Attitudes, Tax Policy and Family Business”
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Presentations
2018
- February 13; IPI Winter Forum; Wharton, SF; “The Politics of Tax Policy”
- February 26; Lido Consulting; Santa Monica; “Family Office Trends”
- April 3; Private family group; Newport Beach; “The Politics of Tax Policy”
- April 3; Lincoln Club; Newport Beach: “The Politics of Tax Policy”
- May 18, 2018; Seattle, WA; Root family; “The Politics of Tax Policy”
- May 21; Hero City, Draper University; “The Politics of Tax Policy
- June 15; Ivy FON; Newport Beach, “Trends in the Family Office Industry”
- June 21; Minneapolis, MN; “The Politics of Tax Policy”
- September 20; Exit Coach Radio Show; “FEUSA family Business Survey Results”
- September 24; Lido/Pepperdine at Pepperdine University, Malibu; “Family Governance and Corporate Governance”
Presentations
2017
- 1/19; FOX; Phoenix; “The Estate Tax; the Politics of It All”
- 2/16; Ivy FON; LA Downtown; “The Estate Tax; The Politics of It All”
- 2/23; FOX Senior Exec Council; Phoenix; “The Estate Tax; The Politics of it All”
- 3/10; IVY FON; Austin, TX; “The Estate Tax; The Politics of It All”
- 3/16; FOX Executive Council; Phoenix; “The Estate Tax; the Politics of It All”
- 3/18; GenSpring; Discussion; Sarasota, FL; “Estate Tax Update”
- 4/21; Cal State Fullerton; “Women in Leadership”
- 5/18; Florida Family Office Forum; West Palm Beach; “Estate Tax Update”
- 9/13; CCC Alliance in Boston; “Estate Tax Update”
- 9/14; Chicago; Wally Head/FOX; “Estate Tax Update”
- 9/26; DC; Association of Trusts Organization; “Legislative Changes”
- 10/5; FORT; Family Office Group in Denver; “Estate Tax Update”
- 10/12-13; FOX Executive Council; Dallas; “Estate Tax Update”
- 10/24; Ivy FON SF; “Trends in the Family Office Industry”
- 11/9-10; FOX Owner Operator Council; Dallas, “Estate Tax Update”
- 11/14; Ivy FON: LA; “Trends in the Family Office Industry”
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