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November 13, 2019

Stroock Office: 180 Maiden Lane New York, NY

Speakers: Akshay N. Belani, Elizabeth E. DiMichele, Michelle M. Jewett, Richard G. Madris, Jeffrey M. Mann, Kevin Matz, David C. Olstein, Jeffrey D. Uffner, Jeffrey D. Uffner

Stroock's Family Office group will be holding its 2nd annual Family Office Symposium in New York, NY on November 13 beginning at 9 a.m. This year, an elite roster of guest speakers and Stroock panelists will address a number of significant issues that impact family offices, including:

9:00-9:20 AM - Employment Law Issues for Family Offices

9:25-9:45 AM- Family Office, Cybersecurity and Data Protection: Why you should care

  • Panelists: Jeff Mann, Special Counsel, Stroock and Deborah Nitka, Manager, CohnReznick LLP

9:50-10:25 AM:Family Office Structures and Wealth Management and Preservation

  • Moderated by: Kevin Matz, Partner, Stroock
  • Panelists: Madelyn Miller, Managing Director, J.P. Morgan Securities, Mark Rubin, Tax Director, Geller Advisors LLC and Richard Bloom, Partner, Mazars USA LLP

10:30-11:10 AM: Alternative Family Office Investment Strategies and Opportunities

  • Moderated by: Akshay Belani, Partner Stroock
  • Panelists: Andrew Huck, Partner, Gulfstream Capital, Richard Madris, Stroock, Michael Emanuel, Partner, Stroock and Rob Jackowitz, Partner and CFO, Declaration Partners LP

11:15-11:55 AM: Tax Issues Affecting Family Offices

11:55 AM-12:00 PM: Open Discussion / Q&A