Facing Major Risks of Family Offices – Family Office Super Summit

November 19, 2015 | posted in: Events, Publications and Presentations | by

This is the call of the hour with risk increasing from all sides.  Join us to learn what we have learned. E. David Smith will be moderating a panel discussion on “Protecting Your Family Assets and Family Office from Hidden Risks and Liabilities” on the first day of the Family Office Super Summit in Miami…

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Organizing and Advising Family Offices – National Academy of Continuing Legal Education

November 2, 2015 | posted in: Events, Publications and Presentations | by

E. David Smith, Esq., and Steven J. Thayer, Esq., jointly presented a course for lawyers on Organizing and Advising Family Offices for the National Academy of Continuing Legal Education.  The two hour program covers the A-Z of Family Office representation and is designed for family office counsel and decision makers.  It reviews the latest developments..

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Family Wealth Alliance 2015 Alliance Fall Forum

October 29, 2015 | posted in: Events, Publications and Presentations | by

E. David Smith, Esq., attended The Family Wealth Alliance 2015 Alliance Fall Forum over two days in Philadelphia at the Union League Club on October 28 and 29.  The Alliance Fall Forum is an invitation-only gathering, currently limited to 100 paid attendees, which features keynote speakers that provide attendees with subject matter expertise on the..

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CLE Presentation: “A-Z of Family Offices”

October 26, 2015 | posted in: Events, Publications and Presentations | by

On October 27th, E. David Smith, Esq. and Steve Thayer, Esq. will be filming a CLE program titled “A-Z of Family Offices”. Family offices and ultra high-net-worth families have many complicated legal issues that need to be met by competent and knowledgeable attorneys. Attorneys serving these families are called on to find unique legal solutions..

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CIO Summit – Wilson Conferences, New York, New York

August 7, 2015 | posted in: Events, Publications and Presentations | by

E. David Smith, principal of Smith & Associates, was a panel moderator at the CIO Summit held on August 6, 2015 at the Marriot East Side in New York City. The panel, titled ‘Real Estate & Hard Asset Investment Allocation – Where Are You Investing, Through What Vehicles, and Why?’, discussed how the panelists buy..

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Smith & Associates Litigation Update

July 15, 2015 | posted in: Legal and Business Articles & Blog | by

Watch out for the Fine Print As a result of a vigorous defense against claims brought by Hardwire LLC in multiple jurisdictions, firm client Zero International, Inc. obtained an unusually favorable settlement – the plaintiff, Hardwire, made a payment to defendant Zero International, Inc.  The parties agreed to settle the pending litigation Hardwire, LLC v…

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Acting as Legal Counsel to a Family Office

This month, New York County Lawyers Association (NYCLA) will host a CLE course for attorneys who work with family offices.  I’ve been asked to moderate the discussion, “Family Offices: A to Z About Acting as a Legal Counsel for a Family Office.” The panel includes Timothy P. Terry, Secretary and General Counsel, Hartz Capital; Steve..

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Will You Join Me at The Parnassah Expo?

March 16, 2015 | posted in: Events, Publications and Presentations | by

I will moderate a panel discussion at the Parnassah Expo this Tuesday, March 17, on the topic, “The Life Cycle of a Business: From Birth to Afterlife and Beyond — Maximizing Value at Every Step.”  The Expo is an annual conference devoted to building valuable businesses opportunities for individuals and businesses in the Jewish community and beyond…

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Family Office Direct Investments Panel

February 16, 2015 | posted in: Events, Publications and Presentations | by

I had the pleasure of moderating the Direct Investments in Real Estate and Private Equity panel at NYSSCPA’s (New York State Society of CPAs) Fifth Annual Family Office Conference. Over the past year, I have attended several panels on this topic and this conference was uniquely invigorating for several reasons. Susan Schoenfeld, who organizes the conference every year,..

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I’d love for you to join me at the Parnassah Expo!

March 25, 2014 | posted in: Events, Publications and Presentations | by

I’ll have the pleasure of speaking at the Parnassah Expo on Wednesday, March 26 at the New Jersey Convention & Expo Center. I’m speaking about Avoiding the Business Owner’s Worst Nightmare. So what is a business owner’s worst nightmare?  If you’re a business owner, you probably have many nightmares.  But the one scenario that I..

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