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Event Details
When:
December 20, 2017 12:30 PM - 2 PM EST
Where:
Location Name
4291 Pereira Drive, SB1, Fifth Floor, Irvine, CA 92697
Overview
Body
Our panel’s presentation and discussion will address the issues involved in transitioning a family business to a family office, with an emphasis on how they select advisors, create liquidity, and determine investment strategies.
Panelists:
•(Moderator) Christopher Schwarz, PhD, Associate Director of Finance and Faculty Director, Center for Investment and Wealth Management, UC Irvine, The Paul Merage School of Business
•Lauren Peterson, Senior Vice President, Private Client Advisor, U.S. Trust, Bank of America Wealth Management
•Brian G. Bissell, CFP®, CTFA, Vice President, Client Advisor, Whittier Trust
•Benedict O. Kwon, Esq., Shareholder, Stradling
•(Moderator) Christopher Schwarz, PhD, Associate Director of Finance and Faculty Director, Center for Investment and Wealth Management, UC Irvine, The Paul Merage School of Business
•Lauren Peterson, Senior Vice President, Private Client Advisor, U.S. Trust, Bank of America Wealth Management
•Brian G. Bissell, CFP®, CTFA, Vice President, Client Advisor, Whittier Trust
•Benedict O. Kwon, Esq., Shareholder, Stradling
Event Secondary Body
Hosted by: ACG
Chapter
Orange County
RSVP by:
RSVP Deadline
December 21, 2017 12am
