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.