| DATE |
ATTY |
TOPIC |
SPONSOR/CONFERENCE |
LOCATION |
| 3/6 |
TJH |
The Modern Day Family Office: How to Properly Structure & Select Resources That Fit Your Family’s Needs
|
Family Office Winter Forum |
New York, NY
|
| 3/6 |
TJH |
Governance and Trusts: Planning for the Next Generation |
Family Office Winter Forum |
New York, NY |
| 3/26 |
TJH |
Taxpayer Flight: Approaches, Mechanics and Defenses |
Chicago Bar Association – Tax Law Committee |
Chicago, IL |
| 7/16 |
TJH |
Advanced Planning Strategies and Updates |
Jaboy Productions: Elite RIA & Family Office Global Leaders Conference |
Montreal, Quebec |
| 7/22 |
TJH |
New World Family Office Structure Challenges: Managing Money for a Family Office in Today World Compared to Institutions and Private Investors |
Opal Group Family Office & Private Wealth Management Forum 2019 |
Newport, RI |
| 7/24 |
TJH |
Family Governance and The Single Family Office: Planning for the Next Generation |
Opal Group Family Office & Private Wealth Management Forum 2019 |
Newport, RI |
| 10/23 |
TJH |
New World Family Office Structure Challenges: Managing Money for a Family Office in Today World Compared to Institutions and Private Investors |
Family Office & Private Wealth Management Forum |
Napa, CA |
| 10/25 |
TJH |
Family Governance and The Single Family Office: Planning for the Next Generation |
Family Office & Private Wealth Management Forum |
Napa, CA |
| 10/28 |
TJH |
Advanced Planning for Family Offices: Current Trends |
Lido Consulting/Pepperdine University |
Malibu, CA |
| 11/5 |
TJH |
Legal Side of Trusts and Trust Creation – Pitfalls & Lessons |
PRMA Risk Summit |
Chicago, IL |
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