Family Office Symposium May 23, 2023


Confirmed Keynote Speaker: Patricia Angus, Angus Advisory Group, LLC
Family Governance for the Family Office of the Future

Panel Discussion Topics:

  • Nuts and Bolts of Family Office Formation
    Moderator: Ted Stein, Gordon Feinblatt LLC
    Confirmed Panelists: Benjamin Berger, RSM US LLP
                                   Miles Padgett, Kozusko Harris Duncan             

  • Private Investing by Family Offices
    Moderator: Steve Aucamp, Tiedemann Advisors
    Confirmed Panelists: Todd Rich, Declaration Partners
  • Family Office Operations
    Moderator: Scott Greenberg, Greenberg, Wexler & Eig, LLC

    Confirmed Panelists: R. Kris Coleman, Red Five Security
                               Erin Joe, Mandiant

Tentative Schedule:
11:30 - 12:00 - Registration and Buffet Lunch
12:00 - 1:00 - Opening and Key-Note Presentations
  1:00 - 4:30 - Panel Discussions
  4:30 - 5:00 - Wrap Up
  5:00 - 7:00 - Reception

Confirmed Sponsors:

GOLD: Cortland Valuation Group, Inc.
           RSM US LLP

SILVER: Kozusko Harris Duncan
              Sunstone Properties Trust

LUNCH (sold out): Winged Keel Group

BREAK (sold out): Hindman

Limited Sponsorship Opportunities Available. Click HERE for details.