San Francisco / Santa Barbara / Plymouth / Boston / Newport / Zurich / Atlanta / Chicago / Philadelphia / New York City / New York / Melbourne / Los Angeles / /
Company
Tailored Solutions / Glenmede / Forensic Accounting / Arbuthnot Latham & Co. Limited / Family Office Group / RBS / Winegar Fine Arts / Dynasty Dynasty Financial Partners / RIA & Transition Services / Prosper Advisors LLC / JP Morgan / CAIS / Dynasty Financial Partners / Pageant Media Ltd. / Hamptons Expo Group / Charter Global Management / FOM Technology / Keystone Global Partners Q Is / Toll Brothers Inc. / Fidelity Investments / Luxcore Networks / Morgan Stanley Smith Barney / Services Guide / The Bank of New York Mellon / HPM Partners / Citi Private Bank / Barclays / PROTECTION & TRUST / Boston Consulting Group / Investment Counsel LLC. / Tactical Allocation Group LLC / State Street / Charter Global / Hascoe Associates / Wolf Block Schorr & Solis-Cohen LLP / Coutts & Co. / Palm Beach / Family Office Metrics / Trust & Private Banking / PAGEANT MEDIA Charlie Kerr / /
Continent
North America / /
Country
Japan / Australia / /
Currency
USD / pence / / /
Event
Person Communication and Meetings / Business Partnership / Employment Change / M&A / Judicial Event / Second Stock Issuance / /
Facility
Annual Australia Institutional Investment Forum The Langham Hotel / National Family Office Private Forum Back Bay Events Center / Thomas Paul Gallery / Private Banking Jumeirah Carlton Tower / Southeastern Family Office Forum Emory University Conference Center / The James Hotel / Wealth Management Conference The Inn / Family Firm Institute / Annual Conference Radisson Blu Royal Hotel / Choate Hall / Napa Valley Marriot Hotel / American Institute of Certified Public Accountants / IT Financial Management Phoenician Hotel / Private Banking Conference Renaissance Cruise Port Hotel / / /
IndustryTerm
financial services / venture-backed technology / securities law / long-term appreciated real estate / office technology / real estate holdings / practiced law / litigation consulting services / real estate / social media / relationship management / office / wealth advisory services / private capital finance services / a client consider donating real estate / /
NaturalFeature
East Coast / /
Organization
American Bar Association / New York City Bar Association / Family Office Association / Internal Revenue Service / Family Wealth Alliance / Midwest Trust / Litigation and Valuation Division / Emory University / YWCA / Family Firm Institute / National Family Office Private Forum Back Bay Events Center / Southhampton Hunt and Polo Club / Federal Government / US Trust / American Institute of Certified Public Accountants / /
Person
Ted Felix / Mark Kessler / Chip Wilson / Jackson Pollock / Amber Morgan / John Sullivan / Peyton Carr / BRADLEY G. FISHER MARTIM DE ARANTES / R. THOMAS MANNING / JR. / Altair Advisers / Paul Wharf / Lisa Maurer / Paul McKibbin / Wealth / PAM FAMILY / Cheech Marin / Michael Hull / Matt Brown / Warren Winegar / OLIVEIRA DUNE THORNE / Jon Carroll / MICHAEL GUIDRY / Lawrence Hatch / Barack Obama / Rick Friedman / Lisa Jack / PAM WELCOME / Patrick Hull / ALLISON L. TAFF BRADLEY / Shirl Penney / LISA MAURER JOINS / Pechet Advisors / SHERYL CHRISTENSON / STEPHEN E. PROSTANO / GARY RAPHAEL / Duane Morris / Anna Nichols / Frank Harding / Stephen Campbell / Andy Mattocks / Natalia Tchetchoulina / Rachel Kurzfield / Lucy Guest / Charlie Kerr / KRISTEN OLIVERI / Tracey Carey / Eleanor Stanley / Fay Muddle / Claudia Honerjager / Amber Morgan Editorial / / /
Position
advisor / partner and client advisor / vice president / president / secretary / director of the Quality Control Review Division / founder / senior relationship manager / CEO / financial advisors / Managing Director / Editorial director / email Managing Editor / MANAGING EDITOR / co-founder and CEO / attorney / regional managing director / writer and speaker / editor / EVENTS Beth Gill Head / additional advisors / Circulation manager / CEO of an elite family office / consultant / director of Wealth Planning Centers / head of the North America Family Office Group / model / executive director of relationship management / Head of events / Chief Executive Officer President and Chief Investment Officer Managing Director Managing Director Regional Director / West Coast Managing Director / senior vice-president / director of Family Office Services / Commercial manager / investment analyst / divisional director of the Private Wealth Management team / President / technical advisors / RT / senior financial analyst / Accountant / managing partner / advocate / president and CEO / Editorial assistant / director of communications / independent advisors / actor / account manager / advisors / counsel of Duane Morris / head of corporate development / Diplomat / deputy head of Global Strategy & Change / director / photographer / Sub-editor / legal counsel and chief fiduciary officer / chair / s.halton@pammagazine.com Indira Peters-DiDio Data manager / Private / vice president and senior counsel / vice president in the New York office / director / Cleveland office / Chief executive / director of the Family Office Group / counsel / executive / its director of Wealth Planning Centers / /
ProgrammingLanguage
FL / /
ProvinceOrState
Ohio / California / Massachusetts / Arkansas / Rhode Island / Florida / Illinois / /
AUGUST 2012 PAMMAGAZINE.COM Protecting today’s wealth for tomorrow IN THIS ISSUE News On the move[removed]Calendar[removed]Q&A 07 //