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
2022
- Jan 26; YPO NATIONAL: “War on the Wealthy; Congress and Voters”; Virtual
- Feb 9; FOX; “Examining Family Businesses: Economics, Legislative Concerns, and Key Challenges”; Virtual
- Feb 22: DSS; Pacific Club; “War on the Wealthy: Congress and Voters”, Newport Beach, CA; in person
- Feb 23 Lido: LA; 16th Annual Family Office Investment Symposium; Closed Door Session; topic TBD; in person
- Feb 24: Lido LA; Annual Family Office Investment Symposium; “War on the Wealthy: A Conversation with Dr. Frank Luntz and Pat Soldano”; in person
- March 16; CCC Alliance; San Francsico; Title TBD; in person
- March 21: Stevens Family Business Center; Michigan; “Family Business Economic Impact: Legislative Issues and Voter Attitudes”; in person
- May 17; NT Advisory Board; Chattanooga TN; “Economics Impact of Family Business in the US and 2021 FEUSA Family Business Survey Results”; in person
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Presentations
2021
- Jan 12; IVY FON; “The Future for Family Businesses; Best Practices; virtual
- Jan 14; Dr Jeremy Lurey; Family First series; “What Successful Family Businesses Need to Know for 2021 and the New Administration”; virtual
- April 14; Cornell: Connected Conversations: FEUSA Research and Survey; virtual with Torsten and Dann
- April 22; BNY Mellon; FEUSA Economic Family Business Research and 2021 Family Business Survey; virtual
- April 29; CFMB, Family Office Group; Family Business Economic Impact, Family Business Issues and Voter Attitudes” 2021; virtual
- May 13; CSUF Family Business Center; ” Economics Impact of Family Business in the US and 2021 FEUSA Family Business Survey Results”; virtual with Torsten and Dann
- May 19; Lido; “Family Business Economic Impact, Family Business Issues and Voter Attitudes” 2021; virtual
- May 20; YPO; Empire Chapter Forum; NY, “Family Business and Legislative Priorities; Concerns and Legislative Solutions “, virtual
- May 24; Family Business Estate Tax Coalition; “Economics Impact of Family Business in the US and 2021 FEUSA Family Business Survey Results”; virtual
- June 8; Alliance of Family Business Center Directors; ” Economics Impact of Family Business in the US and 2021 FEUSA Family Business Survey Results”; virtual with Dan Van De Vliet
- June 9; Americans for Tax Reform; DC; virtual; rate reduction bill, step up elimination, family business economics
- June 10; South Texas Property Rights Association; Susan Kibbe; “Family Business and Voter Priorities: Concerns and Legislative Solutions”; virtual
- June 11; Dave Ogburn (BNY Mellon) (Amy Cole) Providers in SF virtual;
- June 24; Jonathan Goldhill; pod cast; FEUSA Survey and Econ Research
- July 12: Family Firm Institute; Economics Impact of Family Business in the US and 2021 FEUSA Family Business Survey Results”; virtual with Torsten and Dan
- July 22; Whittier Trust; “ Economics Impact of Family Business in the US and 2021 FEUSA Family Business Survey Results”; virtual
- September 16; UCONN School of Business, Family Business Program; “Economics Impact of Family Business in the US and 2021 FEUSA Family Business Survey Results; virtual
- September 29; Entrepreneur and Family Business Council at DePaul University; “Economics Impact of Family Business in the US and 2021 FEUSA Family Business Survey Results; Virtual
- October 19; NT Advisory Board; Chattanooga TN; “ Economics Impact of Family Business in the US and 2021 FEUSA Family Business Survey Results”; in person
- October 28; PV Family Business ProAdvisors Group: Meegan Johnson; FEUSA Survey and Research and Political Climate; virtual
- November 4; FORT Denver CO; Taylor Kirkpatrick; “Family Business Economic Impact, Family Business Issues and Voter Attitudes”; in person
- November 5th; FFOF; Florida; Jonathan Diamond; “Economics Impact of Family Business in the US and 2021 FEUSA Family Business Survey Results”
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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