Pictured Above from Left to Right: Jonathan Hochberg, President, Hillview Capital Advisors; Nadine Gordon Lee, Managing Director, The Colony Group; Ann Kaplan, Partner, Circle Wealth Management; Paul O'Connell, Managing Director, Skyview Parnters; David Peltz, Partner, Joel Issacson & Co; Sean O'Dowd, Managing Director and Family Business Advisor, Silvercrest Asset Management Group
Ann Kaplan, Partner of Circle Wealth Management, was featured on a panel to discuss Family Governance: Maintaining & Growing Wealth at the 4th Annual Private Wealth East Fall Forum held in NYC on November 13th, 2019.
The forum brought together more than 250 attendees including more than 150 leading RIAs, family offices, Private Banks and HNW wealth managers from across the region for a day of peer networking and knowledge share.
Ann was among five panelists discussing development and implementation of family governance structures and best practices for getting the rising generation involved. Discussion topics included protection of wealth as generations shift, use of shared values to create a family mission statement, exploration of creative family policies, and education as a vehicle for next generation planning.