Events, Publications and Presentations

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..

read more →

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..

read more →

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..

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?

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…

read more →

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,..

read more →

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..

read more →

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

In this article for FOCAPNET.com, 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…

read more →

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..

read more →

E. David Smith JOBS ACT panel presenter at Visionary Q4 Event

December 10, 2013 | posted in: Events, Publications and Presentations | by

E. David Smith was today a panelist on the JOBS ACT and its rules and effects on issuers and investors at the Visionary Q4 event.

read more →