EisnerAmper LLP Annual Private Wealth & Family Office Summit November 9, 2010.

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Presentation transcript:

EisnerAmper LLP Annual Private Wealth & Family Office Summit November 9, 2010

2 Welcoming Remarks Marie Arrigo, Partner EisnerAmper LLP

3 Is the Government Headed for Bankruptcy? How to Position Families for the Future The Honorable David M. Walker Founder, President, and CEO Comeback America Initiative

4 The Successes, Trials, and Tribulations of Family Succession Timothy Speiss, Partner, EisnerAmper LLP Jonathan H.F. Crystal, Executive Vice President, Frank Crystal & Company Heather Henderson, Private Investor

5 Successes, Trials, Tribulations Of Family Succession Current Role in the Family’s Financial Activities Family Objectives Process to Attain Family Objectives Successes Challenges Key Learnings

6 Are Your Doors Locked? Safeguarding Your Personal Data, Assets and Privacy John Fodera, Partner, EisnerAmper LLP Gregory Gamble, Director, Frank Crystal & Company Keith B. Hochhesier, Ettleman & Hochhesier

7 Safeguarding Your Personal Data, Assets, and Privacy The Current Environment: Why Safeguards are Critical Investors: Avoiding Personal Data and Asset Risk Investor Queries to Advisors: What Safeguards are in Place to Avoid Personal Data and Asset Risk Risk Insurance Programs Available: Investors and Advisors Implementing Privacy Compliance Programs: Considerations, Steps, and Processes Safely Maintaining and Disposing Computers and Mobile Devices

8 Keynote Discussion Henley L. Smith, Chief Investment Officer Commonwealth Asset Management, LLC Timothy Speiss, Partner, EisnerAmper LLP

9 Keynote Discussion Expansion to a Multi Office Offering: Considerations The Current Investment Platform Investor Market Facing Activities and Process The Investment Climate and Potential Directions Investor Considerations in the Current Climate

10 EisnerAmper LLP We Express Our Thanks and Appreciation To The 2010 Summit Advisory Board Jonathan H. F. Crystal, Frank Crystal & Co., Inc. Kenneth J. Drummond, CPA, The Johnson Company John Gacinski, Rose Associates Ann Gebhardt, HLH Associates Catherine E. Kinsey, Kinsey Family Governance LLC Linda C. Mack, Mack International LLC Carol Pepper, Pepper International Marie Arrigo, EisnerAmper LLP Timothy Speiss, EisnerAmper LLP