"Tax Planning for the Rich and Famous"

Managing Director, WTAS

• Wealthy families face unique income and estate tax challenges when trying to preserve family wealth. With the return of the estate tax, and the current economy, many families are looking at options to minimize taxation and maximize wealth transfer. This presentation will provide insights into why wealthy families should recognize the benefits of institutional pricing when considering life insurance.

• Dealing with empowered and aggressive government agencies
• Review of current tax law changes and cases
• Evolving securities regulations for family offices
• The vanishing federal estate tax and proliferation of new state death taxes
• Managing the trillions of dollars of additional taxes being imposed on the "wealthy"
• The impact of new FINRA guidelines on aggregated portfolio reporting
• Understanding and planning for the unprecedented new level of scrutiny; IRS Global Wealth Group

Moderator:
CEO, SVRT Corp. (MFO)

Panelists:
Chair of Advanced Planning and Family Office Practice Group, HANDLER THAYER, LLP
Equity Shareholder, Gunster Law Firm

• Implementing the right strategies to withstand the new tax and regulatory environment
• Estate Planning under the restored Estate Tax Plan.
• Planning opportunities in 2011
• International tax plan outlook for family offices and investment managers

Moderator:
Managing Director, Pathstone Family Office (MFO)

• Does excessive tax-efficient investing lead to poor investment selections? If so, where are the trap doors?
• State budgets are a train-wreck! Interest rates are unrewarding. Should muni's be de-emphasized in taxable accounts?  What are the alternatives?
• Given the large tax inefficiencies of absolute return oriented hedge funds, are they a sensible investment in taxable accounts?
• Tax-efficient investment ideas that can stand on their investment merits alone.
• The importance of identifying the intended disposition of assets before determining the appropriate investment strategy.

Moderator:
Chief Investment Officer, Masino Family Office (SFO)

Panelists:
Chief Investment Officer and Partner, Aperio Group LLC
Director of Private Wealth Consulting, HAMMOND ASSOCIATES
CFO, Broadway Partners

• A new approach to traditional asset protection tools
• The role of healthcare
• The role of personal protection
• The role of family governance and family constitutions
• Managing internet social networking exposure
• The role of the family office in asset protection

Moderator:
Founder and CEO, Aston Pearl

Panelists:
Managing Member, GRAYMATTER STRATEGIES, LLC
Partner, Moses & Singer, LLP
CEO, Angus advisory Group LLC

• Family assets
• Managing the family
• Legal & regulatory environment
• What to avoid & Stories from the field

Moderator:
Chief Investment Officer, Osborne Siegel Private Family Office (SFO)

Panelists:
Partner, VERITABLE, LP (MFO)
Managing Partner, U.S. Advisory Group (MFO)
Managing Director, Point Advisors (SFO)

• Private foundations
• Donor advised funds
• Charitable Remainder Trusts
• Philanthropic consulting for donors
• Resources to make giving more effective

Moderator:
President/CEO, National Philanthropic Trust

Panelists:
Senior Director of Development Gift Planning, Yeshiva University, The Albert Einstein College of Medicine
CFP®, ChFC, CAP, MSFS, Founder, Life Strategies, LLC
Director of Gift Planning, American Endowment Foundation (AEF)
Vice President and Charitable Planning Consultant, Fidelity Charitable Services

• Issues with traditional trust institutions
• How new entrants differ from the traditional providers
• Bundling versus unbundling
• Choice of jurisdiction
• Private trust companies versus unbundled trusts
• Issues and concerns

Moderator:
Chairman, GREYCOURT & CO. (MFO)

Panelists:
Partner, Duncan Associates, Attorneys and Counselors, P.C.
Associate, Head of the Legal team Zurich and Aarau, Kendris private Ltd., Switzerland
President, Chapin Hill Advisors, Inc
JD, CPA, President & CEO, Wilmington Trust Captive Management Services

Role of Life Insurance in Complex Estate Plans

• Quantifying its use
• Impact of legislative/regulatory/accounting changes
• Enhancing the due diligence process
• Avoiding gift tax on large premiums
• Private Placement Life Insurance Plans
• New Thinking on Premium Financing

Moderator:
Principal, Pelagos Advisors

Cocktail Reception