2015 Regional Member Briefing - New York - May 13

Overview

Wednesday, May 13, 2015 - 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.
 
Preparing to Let Go: 10 Things You Need to Know to Prepare for Succession
 
Attendance is included with membership, but advance registration is required.
 

Note: We have reached capacity for this event, and registration is no longer available. If you would like to be added to the wait list please send an e-mail to events@familyoffice.com.

Recommended for: 
Families and Single Family Office Executives. This event is not open to wealth advisors.

Location

Pitcairn
99 Park Avenue, Ste. 320
New York  New York  10016
United States
  • Agenda
  • Speakers
  • FOX Facilitators
11:30 am     Network/Welcome
 
12:00 pm     Lunch and Host Presentation/Q&A
 

Preparing to Let Go: 10 things you need to know to prepare for succession

Presented by: Leslie Voth, President and CEO, Pitcairn
 
Changes in leadership take time, trust, and thoughtful preparation. It’s really important to look down the road and think about who the leaders are and who will succeed them. It’s not easy. It’s emotional and it’s messy. Join Pitcairn’s CEO Leslie Voth as she reflects on her journey and shares the unique challenges and opportunities facing family office leaders as they prepare to let go and make room for the next generation of leaders.
 
1:00 pm       Peer dialogue
 
1:30 pm         Adjourn

Leslie C. Voth, President & Chief Executive Officer, Pitcairn

Leslie C. Voth is President and Chief Executive Officer of Pitcairn, a recognized global leader in the specialized multi-family office marketplace. Leslie’s industry experience and invaluable insights have contributed to the success of both the firm and its clients.  She has been a member of Pitcairn’s senior management team since 1996. She has served in several leadership roles including Director of Marketing from 1996-2001, President of the Wealth Management Group from 2002-2008, and President and Chief Operating Officer from 2008 until assuming her current responsibilities. 
 
Leslie is directly responsible for overall corporate planning and strategic growth, and oversees all client relationships.  She has played a key role in Pitcairn’s growth and expansion, spearheading development and implementation of an industry-leading 100% open architecture investment platform, and developing a total wealth management strategy utilized by the firm’s clients. She has recently pioneered the creation of multi-disciplinary teams to collaboratively meet the increasingly complex needs of the firm’s clients. Most recently, Leslie was named “Family Office Leader of the Year” at the Family Office Review Awards 2015 for her dedication as a leader and for her contributions to the family office industry. She was also awarded the top honor of “Women in Wealth Management” at the Family Wealth Report Awards 2014 for her individual contributions to the wealth management industry.
 
Leslie joined Pitcairn in 1993, serving as Director of Marketing and Communications.  In that capacity, she founded the Pitcairn Women’s Forum, the firm’s pioneering and much-praised educational program targeted to women.
 
A veteran of the financial industry with over two decades of accomplishment, Leslie also served for nine years as Vice President of the Meritor Financial Group before joining Pitcairn. 
 

Amy Hart Clyne, Executive Director, Knowledge Center, Family Office Exchange

Amy Hart Clyne is Executive Director of the Family Office Exchange (FOX) Knowledge Center team where she works on delivering market-centric solutions to both Family and Advisor Members of the firm.  She is an executive with extensive experience in private wealth management serving ultra high net worth individuals. A strategic and tactical professional, Amy is skilled in developing strategy, marketing and communications programs to both members of senior management teams and as an advisor to industry leaders in private wealth management. Specific areas of expertise include strategic planning, client management and advisory, strategic marketing and research planning, internal sales and training meetings, client events and seminars, relationship management, and new product launch.
 
Amy provides over 25 years of experience in the ultra high net worth marketplace.  She rejoined Family Office Exchange in 2012 after working as a consultant to some of the country’s leading private wealth management firms such as Silver Bridge Associates, Atlantic Trust and private family foundations over the last dozen years.  She was the Marketing Director of The Chase Manhattan Private Bank serving the United States and Latin America for 7 years.  Prior to joining Chase, Amy worked in Marketing and Training at Bankers Trust Private Bank and served as a Portfolio Manager for Lehman Management Company, a subsidiary of Lehman Bros. Kuhn Loeb, for 6 years.  Amy is characterized as a disciplined, results-oriented and highly collaborative leader with well-developed client and market assessment capabilities.
 

Jo Wellman, Senior Relationship Manager, Family Office Exchange

Jo Wellman is a relationship manager for Family Office Exchange. She is part of the family office team that works to increase membership and provide member services.
 
When Ms. Wellman joined FOX in 2001, she brought with her 10 years of marketing and client relationship management experience. She was the co-owner and manager of Wellman Equipment Inc., her family’s business, and she has worked for Capstone Financial Advisors and West Suburban Hospital. In addition, she has 15 years of experience teaching business education courses at the high school and community college levels.  
 
Ms. Wellman has a bachelor’s degree from DePaul University and a master’s degree from Northern Illinois University. She has completed insurance and investment courses through the College of Financial Planning.