Wealth Advisor Briefing - San Francisco - May 24, 2012

Overview

Thursday, May 24, 2012 - 1:30pm to 3:00pm

This briefing has already concluded. Thank you for your interest.

Join us for a discussion with two family office insiders, who will share their experiences working with outside advisors. We also will hear from senior legislative advisor Jake Seher, Venable LLP, who will provide an overview of the key regulatory issues impacting family offices as well as the political dynamics in Washington D.C.

Attendance is included with membership, but advance registration is required.

Location

600 Townsend Street
Suite 500
San Francisco  California  94103
United States
  • Agenda
  • Speakers
  • FOX Facilitators

8:30 a.m. - 9:00 a.m.

Breakfast Reception

9:00 a.m. - 9:15 a.m. 

FOX Welcome

9:15 a.m. - 9:45 a.m.

Facilitated Discussion: The Client Experience
Lauren Renken, Union Square Investments Company
Nathaniel Foster, Foster Holdings, Inc.

9:45 a.m. - 10:00 a.m.

Key Regulatory Issues Impacting Family Offices
Jake Seher, Venable LLP

 

Nathaniel Foster, Foster Holdings, Inc.

Lauren Renken, Union Square Investment Company

Jake Seher, Venable LLP

Mariann Mihailidis, Managing Director, Councils

Mariann oversees the FOX member councils, which are private networks of close peers working together to advance their professional development and to solve the unique challenges they face in their management of private wealth. She has extensive experience in the accounting and legal fields. As a practicing tax and estate planning attorney, she develops strategies in wealth transfer issues, taxes, and corporate structures.

Karen Rush, Senior Relationship Manager

Karen is part of the advisor team that works to increase membership and provide services to FOX advisor members. Formerly events manager, she was responsible for planning all external FOX events, including forums, workshops, and regional events. Before joining FOX, Karen worked as a meeting planner for In Focus Events LLC and as a communicationscoordinator for Kinship Trust Company LLC.