Events, Publications and Presentations

Family office… or family business?

A few months ago family office lawyers joined in a panel discussion in New York City.  I moderated that panel discussion, and even though I have plenty of experience in this field, I learned so much from coming together with others and sharing best practices. One topic we discussed was “Family office…or family business?”. I’m pleased to share a..

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Firm Announcements

We are proud to announce that we have moved our New Jersey office to a larger space to better serve our clients. Our New Jersey address is now: 1135 Clifton Avenue, Suite 104 Clifton, New Jersey 07013.                 David moderated a discussion panel at the NYSSCPA breakfast last month, discussing “Making Legal Mountains out of Legal Molehills..

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Making Legal Mountains out of Legal Molehills – when to and when not to

September 15, 2016 | posted in: Events, Publications and Presentations | by

E. David Smith will be moderating a panel about “Making Legal Mountains out of Legal Molehills – when to and when not to” at the New York State Society of CPAs (NYSSCPA) Family Office Committee September Breakfast. The panel will explore the role and art of the lawyer in advising family office clients, determining when to make..

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Wine & Cheese Reception

We are proud to announce that we have moved our New Jersey office to a larger space to better serve our clients. Our New Jersey address is now: 1135 Clifton Avenue, Suite 104, Clifton, New Jersey 07013 Please join us for a Wine & Cheese Reception Tuesday, June 21st, 4pm-6pm  RSVP to legalassistant a.t. edslaw.net..

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Inn of Transactional Counsel Presentation

February 19, 2016 | posted in: Events, Publications and Presentations | by

On March 9th, E. David Smith will be presenting at the Inn of Transactional Counsel meeting at the offices of Lum, Drasco & Positan, LLC. The presentation will cover major family office law issues and breaking legal issues, touching on regulatory and governance issues, structural issues, succession issues, contracts and confidentiality, as well as the..

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Join Us As We Face the Challenges of Family Enterprises

February 16, 2016 | posted in: Events, Publications and Presentations | by

On Wednesday, March 2nd, E. David Smith will be speaking at a meeting of the Executives Club of New Jersey, which will take place at the Parsippany Troy Hills Library, located at 449 Halsey Rd, Parsippany-Troy Hills, NJ. Entitled “Legal Challenges of Family Enterprises”, the presentation and round-table executive discussion will focus on the unique, and often overlooked,..

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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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