Events, Publications and Presentations
Join Us As We Face the Challenges of Family Enterprises
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,..
read more →Facing Major Risks of Family Offices – Family Office Super Summit
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…
read more →Organizing and Advising Family Offices – National Academy of Continuing Legal Education
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..
read more →Family Wealth Alliance 2015 Alliance Fall Forum
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..
read more →CLE Presentation: “A-Z of Family Offices”
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..
read more →CIO Summit – Wilson Conferences, New York, New York
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..
read more →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..
read more →Will You Join Me at The Parnassah Expo?
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…
read more →Family Office Direct Investments Panel
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,..
read more →I’d love for you to join me at the Parnassah Expo!
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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