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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E. David Smith published in Family Office Capital Network (FOCAPNET)

In this article for, I write about Family Office Direct Investments.  I walk family decision makers through the important input legal counsel can have in making sure that direct investments are on target and generate the desired return. You can read the article at this link. or you can download a PDF version here…

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E. David Smith to Present at the Executives Club of New Jersey – Avoiding the Business Owner’s Worst Nightmare

Avoiding the Business Owner’s Worst Nightmare – How to run your business NOW to make future litigation less expensive and disruptive to your cash flow. Litigation can expose that your business is in disarray.  That chaos can ruin your chances of winning or defending a litigation.  We will show you how you can take steps..

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How a good corporate general counsel can keep you out of jail…

This article shows clearly how seasoned investors check their next move with a general counsel… We have repeatedly seen how 20 minutes with us can save our clients a lifetime of hard work…

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