Regional Member Briefing - Atlanta - April 20, 2016

Overview

Wednesday, April 20, 2016 - 11:30am to 1:30pm

Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing.

Attendance is included with membership, but advance registration is required.

Recommended for:

FOX Members

Location

BNY Mellon Wealth Management

3290 Northside Pkwy NW #950

Atlanta Georgia 30327

United States

Registration

FOX Members: Log in to register for this event.

Not a FOX Member? Inquire here to request an invitation to this event:

form.antibot { display: none !important; } You must have JavaScript enabled to use this form.

First Name *

Last Name *

Email Address *

Phone *

Company *

Country *

Terms and Conditions

We want to ensure you know how your data is stored and used. Please take a moment to review the terms and conditions and privacy policy before you continue.

Terms and Conditions *

I agree to the terms and conditions

Contact Permissions

To keep you informed of developments at FOX and in the family enterprise market, we would like to email you periodically. To join our mailing list, simply check the box below. You can easily unsubscribe at any time.

Contact Permissons

Yes, I would like to receive email communications from Family Office Exchange

Leave this field blank

CAPTCHA

This question is for testing whether you are a human visitor and to prevent automated spam submissions.

Agenda
Speakers
FOX Facilitators

11:30 am Network/Welcome

12:00 pm Lunch and Presentation/Q&A

That’s Not What Mom and Dad Wanted: The Role of Settlor’s Intent on Long-Term Trusts

Speaker: Pamela Lucina, Managing Director, BNY Mellon Wealth Management’s Wealth Strategy Group

Many trust creators never have a conversation about what they truly intend to accomplish with a trust. The subject often arises when a beneficiary claims, "But that's not what Mom and Dad really wanted." Pamela Lucina, Managing Director of BNY Mellon Wealth Management’s Wealth Strategy Group, will discuss the role of settlor's intent on long-term trusts.

1:00 pm Peer dialogue

1:30 pm Adjourn

Pamela Lucina, Managing Director, BNY Mellon Wealth Management

Pamela Lucina is a managing director for BNY Mellon Wealth Management. In this role, she leads a team of wealth strategists, advice and analytics globally. The Global Wealth Strategist group consists of partner level experts in tax, trusts, estates and international transactions. They work to develop innovative strategies in wealth transfer in philanthropy, cross-boarder planning, analytics and ownership structures to maximize our global clients' wealth after taxes and across generations

Pamela has 20 years of experience providing comprehensive wealth planning advice to individuals and families. Most recently, she was with JPMorgan, where her key responsibilities included providing wealth and estate planning services to the firm’s largest and most complex clients, and advising families on governance issues and philanthropic matters.

Prior to joining JPMorgan, Pamela spent 10 years in private practice, both as a tax consultant with Arthur Andersen and in the trust and estates department of Mayer Brown in Chicago. She is well published, and is a frequent speaker at industry conferences and events.

Sandra Ditore, Senior Business Development Manager, Family Office Exchange

Sandra Ditore, Senior Business Development Manager for Family Office Exchange (FOX) which is a leading provider of research, advice and education to families of exceptional wealth. FOX serves more than 350 ultra-wealthy families and 150 multi-family offices and advisory firms across 20 countries. In her role, Ms. Ditore is responsible for identifying prospective family and advisor members, assessing their needs and priorities, and ensuring they have a deep understanding of the benefits of FOX membership. In addition to new member acquisitions, Ms. Ditore is responsible for identifying and securing sponsorship for FOX forums and educational workshops.

Ms. Ditore has more than 20 years of experience in sales and marketing. Before joining FOX in 2002, Ms. Ditore was a senior account manager for a Chicago-based healthcare communications firm, where she developed marketing strategies for global pharmaceutical brands. Prior to this, she held research and marketing positions at several Wall Street investment banking firms, including Drexel Burnham Lambert, Dean Witter Reynolds, and Dillon Read & Co.

Karen Rush, Director of Membership, Family Office Exchange

Karen Rush is Director of Membership for Family Office Exchange (FOX). She is part of the advisor team that works to increase membership and provide member services. Formerly events manager, she was responsible for planning all external FOX events, including forums, workshops and regional events.

Prior to joining FOX in 2005, Ms. Rush spent 10 years at a large, multi-generational family office as the communications coordinator. She worked directly with the family office and family members to develop a family meeting process and younger generation education program.