Panel Discussions
The Future of Family Office Technology: What Needs to be Solved to Achieve True Efficiency in Data Management
July 26, 2022 (watch here)
-
Speakers
Moderator:
Jamie Mclaughlin, Founder of J.H. McLaughlin, LLCPanelists:
Joe Larizza, Managing Partner of Mirador LLC
Danielle Roseman, Co-Hed of Lazard Fmily Office Services
Andy Fox, CFO – Single Family Office
Tax accounting, Legal and Technology Considerations in the Selection of Partnership Record Keeping Solutions
9 December, 2021
-
Speakers
Moderator:
Jolyne Caruso-Fitzgerald, Divisional Vice Chairman at UBS in the firm’s High New Worth Division with the Global Wealth Management BusinessPanelists:
Ken Eyler, CEO Aquilance
Chris Spiegelman, Managing Director, Andersen
Patrick B. Fenn, Partner, Akin Gump Strauss & Feld LLP