The 2022 Family Office Symposium provides ultra-high net worth individuals and executives of single family offices interactive presentations, breakout sessions and peer discussion groups covering a broad range of issues affecting family offices. This is an invitation-only event.
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Honolulu, HI / Speaking Engagements / November 2-6, 2025
62nd Annual Hawaii Tax InstituteChicago, IL / Speaking Engagements / October 23, 2025
CEPC: When Cash Isn't King: Charitable Planning with Business Interests, Retirement Plans and Illiquid AsWebinar / Speaking Engagements / October 6, 2025
New York City Bar Association: Hot Topics in International Estate PlanningOak Brook, IL / Speaking Engagements / October 1, 2025
DPCEPC: The One Big Beautiful Bill Act: What Practitioners Need to KnowNew York, NY / In-person / September 30, 2025
FOCIS Fall Forum 2025Webinar / Webinar / July 23, 2025
Key Takeaways | Family Office Tax Webinar Series | The One Big Beautiful Bill Act: What Family Offices Ne
