March 4, 2013, New York, New York

Speaker: Rhona E. Vogel, CPA

Covering the ever-changing trust, tax,  estate planning, family governance and investment issues timely and relevant to  family offices and those who support their day to day operations. Experts and  industry professionals from across the globe will travel to New York to speak on the important issues  facing family offices and high-net worth individuals. Topics will include:

  • Government Regulation and Taxation for 2013 and Beyond
  • Tax Efficient Portfolio Construction
  • New Investment Styles for Family Offices
  • Best Practices in Family Philanthropy
  • Family Office Reporting
  • Asset Protection Strategies
  • Challenges of the trustee/beneficiary relationship
  • Creating a Family Constitution
  • Special Needs and Long-Term Care Planning