ACG 101 Sept 19th 2024 Family Office Wealth Conference

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Event Details

When:

September 19, 2024 4 PM - 8 PM PDT

Where:

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Overview

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A roadmap to success for your multi-generational family’s wealth and legacy.
 
Join us for an exclusive family office event where we'll delve into crucial topics such as Wealth Transfer and Succession Planning, Family Governance and Communication, and Philanthropy/Impact Investing. Gain insights into latest in Cybersecurity and Privacy, Next-Gen Engagement and Education, and innovative Technology trends. Stay ahead of Regulatory and Tax Changes and understand the implications of Globalization/De-Globalization and Geopolitical Risks. Connect with industry experts and peers to enhance your family office strategies and secure your legacy for generations to come. Don't miss this opportunity to elevate your family's legacy!
 

EVENT DETAILS:

Date: Sept 19th, 2024

Time: 4:00 PM - 8:00 PM 

Location: Sheraton Universal

333 Universal Hollywood Dr, Universal City Ca 91608 

Tickets: $125- ACG Members

               $150- ACG Non-Members

 AGENDA:
4-5 pm- Networking
5-6 pm Panel Discussion #1
6-7pm- Networking
7-8pm- Panel Discussion #2

*** Dress is business casual

*** Drinks and appetizers will be served at the event

ACG 101 encourages Uber or other ride share options when drinking alcoholic beverages

Speakers

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Stephen Carter, Moderator

Weaver
Partner in Charge, Family Office Services and Weaver Capital Advisors

Stephen Carter leads Weaver’s Family Office Services and Weaver Capital Advisors, offering a broad array of financial services to high net worth and ultra-high net worth individuals, their families and their businesses. With more than a decade of experience supporting some of the world’s wealthiest families and individuals, Stephen delivers best-in-class services to provide peace of mind to families seeking to preserve and protect their legacy. He understands that every family is unique and that each situation requires open communication, effective coordination, competent planning and the highest quality service. Stephen’s education and background are in M&A, IT, private banking and investment management. This extensive experience coupled with the resources of a large, national CPA and advisory firm enables unparalleled, custom-tailored solutions to support the family’s success for generations. Weaver’s Family Office Services include lifestyle management, financial organization, integrated planning, philanthropy, risk and liability management strategies, coordination of third parties, and wealth and investment strategy. Stephen holds a bachelor’s in business administration from the McCoy School of Management at Texas State University.

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Walter O'Brien, Panelist

Scorpion Computer Services
Founder

Walter O'Brien (aka "Scorpion") is the founder of https://scorpioncomputerservices.com, a global think tank for hire that provides “intelligence on demand” as a concierge service for “ANY funded need”. The hit CBS-TV drama "Scorpion" is based on his true-life story and aired in 188 countries for up to a billion viewers a week, the show’s opening scene shows Walter being busted by the NSA/INTERPOL for hacking into NASA and stealing the blueprints to the space shuttle at 13 years old, with an IQ of 197 (5th highest in the world). Walter is the Executive Producer of "Scorpion" and also credited on Spiderman Homecoming, Venom and “The man who fell to earth” on HBO. Walter’s special abilities led to him being certified by U.S. Department of Homeland Security as being of National Interest to the US and was granted him a National Interest Extraordinary Abilities Visa, qualifying him to work on classified US government projects. Walter has mitigated risk for 7 years on $1.9 trillion of investments and has invented and applied Artificial Intelligence (AI) engines to protect US war fighters in Afghanistan. Walter has personally applied AI to the Navy's command and control system “Agile”, as well as “Aegis” the Ballistic Missile Defense System and recently deployed his AI Engine ScenGen to the US Army's Drone Fleet. Walter has created over 177 unique technology inventions, is an Irish national coding champion and competed in the Olympics in informatics. Walter was recognized by the Fort Wayne Base Community Council for saving countless lives and awarded a member's Combat Infantry Badge and Battle Dress Uniform from Operation Desert Storm. Walter is the youngest recipient of Unite4:Good's Celebrity ICON Humanitarian Lifetime Achievement Award for his work in anti sex trafficking and anti-terrorism and has received a commendation for his contribution to World Peace. Walter was the keynote speaker at MENSA's Annual Gathering and provided the seed funding for TaxiWatch, a suicide prevention program that has saved over 1,000 lives to date.

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Hosted by: ACG
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