July 22, 2013, Newport, Rhode Island

Speaker: Rhona E. Vogel, CPA

As part of the Private  Wealth Series, the Family Office/Private Wealth Management Forum is Opal’s premier conference and the preeminent event in North   America for high net worth individuals and family offices from  around the world. Some of the most well established and senior Family offices,  Private investors, money managers, and private wealth service providers from  around the globe will return to this picturesque setting for three days of  engaging discussions on the latest investment trends and soft issues  surrounding this generation and future generations of families. The event will  take place in historic Newport, Rhode Island, which is rich in  history and wealth alike.

The Private Wealth Conference will explore the challenges and opportunities associated with investing in  emerging markets, alternative investments, real estate, direct energy, numerous  other asset classes and will also address many of the softer issues related to  the family office such as tax and regulation, asset protection, philanthropy, structuring a family office, and many more.

Agenda Except:

Government Taxation and Regulation: New Rules for 2013 and Beyond

  • Latest on Dodd-Frank Act for Hedge and  Private Equity Funds
  • IRS Wealth Squad Update and IRS Audit’s  of Gift and Estate Tax Returns
  • American Taxpayer Relief Act of 2012
  • Current Estate and Wealth Transfer  planning idea
  • What will make it into law from the  Obama budget
  • The New Tax Rates under ObamaCare
  • Cleaning up the mess from late 2012 transaction


Founder, Vogel Consulting (MFO)

Partner, Tannenbaum Helpern

Partner & Chairman of  Advanced Planning and Family Office Practice Group, Handler Thayer, LLP

Sr. Managing Director, Wilmington Family Office / Wilmington Trust

Moderator:   Managing Director, Pathstone Family Office (MFO)