Deirdre O'Byrne, Withers Bergman
Deirdre represents families in a broad range of estate planning and tax matters, including charitable giving. She advises fiduciaries on trust and estate administration and probate. Deirdre's practice also involves advising charitable organizations on tax matters and corporate governance. Deidre leads the firm's US Family and Business Planning Group.
Ivan A. Sacks, Withers Bergman
Ivan provides trust, estate and tax planning advice to wealthy US and international families, with particular emphasis on cross-border wealth management. He counsels families on structuring and management of their closely-held enterprises, investments and family offices, the administration of large estates and trusts, and represents banks and trust companies on fiduciary matters. He also advises individuals on the acquisition of their personal assets, including jets, yachts and art. Ivan serves as the managing director of the New York office and heads the firm's Latin American Practice Group.
Tom Livergood, Family Wealth Alliance
Tom is CEO of The Alliance, which serves as an independent advocate and resource to private families and firms that serve them. In 2009 The Alliance launched Alliance U, a groundbreaking standardized training program for wealth managers. Prior to founding The Alliance, Tom worked with the Family Office Exchange, Harris Private Bank and CIGNA Financial Services.
Robert J. Ellis, Principal, Fast Track Advisors LLC
Bob is a Principal with Fast Track Advisors LLC, a New York consultancy specializing in the successful integration of technology and strategy to achieve superior profitability and operational excellence for wealth management firms. Bob was previously a senior financial services executive with over twenty years leadership of trust companies, banks, brokerages and asset management organizations. He is also the author of many wealth management industry reports with topics including UMAs, TAMPs, compliance, client segmentation, trust and wealth management platforms, and outsourcing. Bob is a Securities Principal, qualified CPA, college professor and Harvard MBA.
Charles Lowenhaupt, Lowenhaupt Global Advisors
Charles is founder of Lowenhaupt Global Advisors. He is well known for his work with UHNW families globally. He is also Managing Member of Lowenhaupt Global Advisor's affiliated firm, Lowenhaupt & Chasnoff, LLC, the first U.S. law firm focused on tax law and established by Lowenhaupt's grandfather in 1908. Lowenhaupt was a Founding Advisory Faculty member of the Institute for Private Investors and is now an Emeritus Member of the Advisory Faculty. He is a co-founder and director of the Institute for Wealth Management Standards.
Aaron Gurwitz, Managing Director, Head of Global Investment Strategy, Barclays Wealth
Aaron advises investors on tactical asset allocation and helps identify risks worth taking and risks that should be avoided. He joined Barclays Wealth in September 2008 as part of the Barclays acquisition of Lehman Brothers' Private Investment Management (PIM) business in the Americas. He joined PIM in 2004 as Managing Director of Portfolio Advisory. Prior to that, he worked at Goldman Sachs for 16 years, serving in the Fixed Income Research, Municipal Bond, and Private Wealth Management departments. Prior to joining Goldman, Aaron was a senior economist at Salomon Brothers, the Federal Reserve Bank of New York, and the Rand Corporation. Earlier in his career he worked as an assistant professor of Economics at Michigan State University and as a Peace Corps Volunteer in the Republic of Korea.
Joseph W Reilly Jr, Founder, The Mill
Joe Reilly is the founder of The Mill, a networking group for family offices. He was also co-founder and founding president of the Family Office Association. Prior to FOA, he helped to start a single family office and foundation in New York where he was an investment manager for six years. Previously he was an energy specialist at Credit Agricole Indosuez in New York, and started his career at Salomon Smith Barney. Joe is a founding member of the Family Office Council at Princeton University; a member of the NYU Stern Family Office Council; an advisor to the RDS Milken Family Office Council; and on the advisory board of Addepar.
Rick Flynn, Managing Partner of FFO
Rick Flynn, managing partner of FFO, is an international authority on the family office space who has helped to transform the sector by designing and implementing outsourced solutions that bridge financial and lifestyle objectives. An experienced wealth and business manager, Rick works with entrepreneurs, executives, athletes, artists and entertainers β as well as their professional advisory teams β to create customized strategies that build and protect fortunes and legacies while unlocking the power of their personal brands. Rick advises clients on matters including advanced planning, wealth enhancement, and asset protection. Rick manages and integrates all aspects of business and personal financial management for optimal efficiency, from budgeting to cash flow management to philanthropic involvements.
News and Features
More Evidence That Investors Prefer Face-To-Face Advisor Engagement Is Positive News For The Industry - Survey
Comment and Analysis
Private Client Resources gives a "checklist for success" when it comes to pursuing an outsourced solution.
Private Client Resources
20 December 2013
Holding regular, face-to-face family meetings can help families to overcome some of the issues that can cause their wealth to dissipate over generations, says Claudia Sangster of CTC Consulting | Harris myCFO.
5 December 2013
This is the first of a two-part article looking at tax planning and philanthropy issues. It is written by Susan Dauber, philanthropic advisor with Strategic Philanthropy.
30 September 2013
Ultra high net worth clients are interested in intellectual capital and sophisticated capabilities - they dont need to be sold anything, says John Mathews, head of UBS Private Wealth Management.
7 October 2013
This month, Joe Reilly goes back to interview Dr James Grubman of FamilyWealth Consulting, about his new book: Strangers in Paradise: How Families Adapt to Wealth Across Generations.
11 December 2013
Marc Odo, director of research at software and business intelligence firm Informa Investment Solutions, discusses why diversification failed during the credit crisis.
25 March 2013