COVID-19: Family Wealth Resource Center

 

Upcoming Events: COVID-19 Webinar Series

 

Friday, June 12th @ 1pm ET Back to the Office? When & How, Register here

 

Alliance Research

The survey results are in! Download COVID-19 and the Family Wealth Industry: May 2020 Report.
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Webinar Recordings

 

Part I: Your COVID-19 Questions Answered

Dr. Chris Sidford - Black Bag

Personal & Cyber Security Concerns

Steve Bova - Hillard Heintze

Part II: Your COVID-19 Questions Answered

Dr. Chris Sidford - Black Bag

Managing Clients Through Crisis

Leon Morales & Nikki Evans - DNA Behavior

COVID-19 Impact on the Global Economy

Brad Long, DiMeo Schneider & Associates and Dinny McMahon, Paulson Institute

Hidden CARES Act Gems for Family Offices

Dan Rahill, Wintrust Wealth Services

COVID-19 & Household Staff: What Clients and Their Advisors Need to Know

Teresa Leigh, Teresa Leigh Household Risk Management 

COVID-19 & Election Year Wealth Transfer Strategies

Richard Bloom, Partner, Estate & Tax Planning, Mazars USA

Jere Doyle, Senior Vice President & Estate Planning Strategist, BNY Mellon Wealth Management

Amy Lonergan, Partner, Estate & Tax Planning, Day Pitney

Moderated by Jeff Carson, Senior Vice President, Diversified Trust

Delivering Your Virtual Family Office Client Experience

Kathy Lintz, Partner and Managing Member, Matter Family Office
Dune Thorne, Head of Client Experience, Brown Advisory
Brian Hughes, President & Founder, Hughes Growth Strategies, Co-Founder, Touchpoint Growth Strategies