Please join the CFA Society Milwaukee and the Wisconsin Family Office Forum for the Forward Family Wealth Symposium. On the afternoon of November 12th, we will host a learning and networking event at the R1VER Office waterfront development in Milwaukee’s Harbor District.
What you’ll learn:
Cybersecurity in the age of AI - A national cybersecurity expert will strengthen your oversight strategies.
Legislative tax developments and year-end investor tax plan considerations - Resident tax professionals will update you on legislative changes and highlight tax planning techniques for you to consider.
Family office operating best practices - A panel of family office leaders will share diverse viewpoints from operating unique family offices while collaborating with investment advisors and professionals.
Featured Speakers:
Cybersecurity Risk & Data Protection Best Practice Discussion
Mark Adams, Deloitte Cyber & Strategic Risk Practice
Year-end Tax Moves
Tim Steffen, Baird, Director of Advanced Planning
Rebecca Hartzel, Deloitte Family Office Tax Managing Director
Daniel J. Potter, (Moderator), Michels Managing Director Corporate & Shareholder Services
Wisconsin Family Office Leader Panel
David Bauer, Chief Investment Officer at Lubar & Co.
Bill Schleicher, President at Gary Comer Inc.
Tony Tagliapietra, Michels Family Office & River1 Asset Management
Tim Voigtman (Moderator), Partner Foley & Lardner Family Office Practice
To view the bios – click here!
Thursday, November 12th
1:30 - 5:15 pm
R1VER
210 W Becher St.
Milwaukee, WI 53207
Register Now
Fees:
CFA members - $15
Non-Members - $40
Agenda:
1:30 - Registration
1:45 - Welcome
2:00 - Cybersecurity protection for assets in the AI era
2:45 - Investment tax update and year-end tax moves to consider
3:30 - Networking & Reception
4:15 - The dynamic Wisconsin family office ecosystem
5:15 - Closing remarks