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.
Rick Flynn, Head of Family Office Group, Rothstein Kass
Rick leads the Rothstein Kass Family Office Group and advises high net worth clients on wealth enhancement, wealth transfer and asset protection planning. As an advanced planning specialist, Rick advises business owners, executives, hedge fund managers, professional athletes and entertainers on personal financial affairs, including accounting, bill paying, budgeting, cash flow management, compliance, charitable contributions, tax minimization strategies and retirement planning. Rick has co-authored several books on related topics, including ‚ÄúFame & Fortune: Maximizing Celebrity Wealth‚ÄĚ and ‚ÄúThe Family Office: Advising the Financial Elite.‚ÄĚ
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.
News and Features
Comment and Analysis
BNY Mellon Wealth Management is planning to double the size of its global sales force, as well as adding a raft of private bankers.
22 May 2013
Here Diane Harrison, principal and owner of Panegyric Marketing, argues that the debate over fees in the hedge fund industry often focuses on the wrong topics.
20 March 2013
Here, Jimmy Chang, a senior portfolio manager and a managing director of Rockefeller & Co, discusses some issues around investing in the current environment.
4 April 2013
The period between 2008 and 2012 saw an uptick in risk reviewing business at New Yorkís Rothstein Kass Family Offices Group, says partner Evan Jehle.
9 April 2013
Building functionality into a familyís business affairs involves defining each personís role but itís never easy to think differently about family members who were children at the dinner table, but are now adults around the board table.
8 April 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