Overview
Please note that this event is at capacity and we are no longer accepting registrations.
Please email us at events@familyoffice.com to be added to the wait-list.
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.
Location
Registration
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- Agenda
- Speakers
- FOX Facilitators
| 11:30 am | Network/Welcome |
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12:00 pm |
Lunch and Presentations/Q&A Family Matters, Cultivating Human Capital, Financial Capital and Innovation Across Generations in Family Businesses Approximately 90 percent of all companies in the United States are owned or controlled by a family; more than half the people in this country work for one of them. History has proved time and time again that many of these businesses don’t survive when being transferred from one generation to the next. How can families have a successful transition and keep the family business alive?
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| 1:00 pm | Peer Dialogue |
| 1:30 pm | Adjourn |
Karen Reynolds SharkeyManaging Director, National Business Owner Strategy Executive, US Trust
Karen Reynolds Sharkey is the National Business Owner Strategy Executive with U.S. Trust, Bank of America Private Wealth Management. Headquartered in New York City, Karen directs the bank’s
strategy, outreach and offerings to entrepreneurs and their family members. Karen partners with
advisory teams and specialists nationally to provide thoughtful guidance and innovative research on
critical issues including business succession, liquidity strategies, family governance, wealth transfer and philanthropy.
Karen joined U.S. Trust in 2010, serving as a Market Executive for Metro New York and was a member of the Metro New York leadership team, prior to her current role. Previously, Karen spent 17 years with the Investment Bank at J.P. Morgan. She holds an M.B.A. from NYU Stern School of Business and her B.A. in Economics and History from Rutgers College.
Karen serves on the advisory board of the Eugene Lang Entrepreneurship Center at Columbia Business School, the board of directors of the New York Women’s Foundation, and the advisory council of the Riverside Symphony. She was a contributor to The Owner’s Journey, a white paper published by the Eugene Lang Entrepreneurship Center at Columbia Business School in collaboration with U.S. Trust, in addition to the recently released Women’s Entrepreneurial Journeys white paper published by U.S. Trust.
Holly SwanManaging Director, National Family Office Practice Executive, US Trust
Holly leads the family office consulting team and advises clients on establishing and running family offices, including office structure, governance and platform decisions. She also provides strategic advice to wealthy individuals and families on investment policy, wealth transfer, business succession planning, philanthropic initiatives and family governance and is a national speaker on various family office topics. Previously, Holly was a Wealth Strategist at U.S. Trust. In this role she worked with high net worth individuals and their families to develop planning solutions in a variety of areas including estate and income tax matters.
Prior to joining U.S. Trust, Holly was an estate planning and tax attorney working with clients and financial advisors to develop and implement planning strategies including the structuring of family controlled entities focused on multigenerational wealth transfer, succession planning for businesses owners and the implementation of tax advantaged strategies for highly appreciated assets such as I.R.C. §1031 like kind exchanges.
Holly received her B.A. in economics from Rollins College and earned a J.D. from Boston College Law School.
Sandra DitoreRegional Director, Membership, East
Sandra Ditore is regional director of membership for the East Region at Family Office Exchange (FOX). 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, Sandra is responsible for identifying and securing sponsorship for FOX forums and educational workshops. She is based in the New York City office.
Sandra has more than 25 years of experience in sales and marketing. Before joining FOX in 2002, Sandra 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.
She is a member of Alliance of Mergers & Acquisition Advisors (AM&AA) and Family Firm Institute (FFI).
Patience MarmerSenior Relationship Manager
Patience Y. Marmer is a senior relationship manager with Family Office Exchange (FOX). She works with family and advisor members to understand their objectives and provides guidance to help address their unique needs through the resources available at FOX.
Patience has been serving as a trusted advisor to ultra-wealthy individuals and family office clients for nearly twenty years. In addition to her deep knowledge as a family office generalist, she brings expertise in the areas of insurance risk management, global fine art collection management and loss prevention, multi-estate luxury service operations including farm and ranch.
Patience presently serves on the Board of Trustees for the Private Risk Managers Association. She has traveled to and worked in many of the 42 countries in which she has visited. She studied fine art and history at the University of Illinois and The Art Institute of Chicago and proudly served for three years on the world’s largest non-governmental hospital ship, the M/V Anastasis.