Family Office Forum, San Francisco
The Family Office Forum San Francisco is an annual meeting of Family Offices and Private Investors.
Join us the 12th and 13th of September 2018 on the 140 ft Cabernet Sauvignon Yacht in San Francisco Bay. Meet with peers: over 100 Family Offices and UHNWIs with an average of $500 million each in assets.
As the global leader of Family Office Forums with seven years of success, Prestel & Partner brings together Family Offices and Investors, in a private two day Forum with a select few experts and solution providers present.
Expect 100+ Family Offices, Principals and CIOs attending.
Speakers Presenting: Some of America´s most successful families, their family offices, UHNWIs, and Private Investors will gather to share their experience.
Confirmed Speakers to Date:
HRH Princess Dr Nisreen El-Hashemite
Royal Academy of Science International Trust (RASIT)
HRH Princess Dr. Nisreen Bint Prince Mohammed Bin King Faisal (I) Bin El-Sharif Hussein El-Hashemite’s origins combine history, religion, politics and education.............
Since she is from the Hashemite Family; the Princess Nisreen is the granddaughter of King Faisal (I) Bin El-Sharif Hussein, the first King of Iraq and founder of the Modern State of Iraq, where the Iraqi Nation with all of its diversified ethnic origins and religions for the first time, in its history became united under the King’s leadership and his commitment to democratic values, implemented through education, tolerance, mutual respect, and upholding good relations between neighboring and other international countries.
Following in the steps of her ancestors, and vowing to preserve the traditions of her family; Princess Dr. Nisreen not only dedicated herself to serving mankind, but also is an internationally recognized medical doctor and scientist and winner of awards in the fields of science, arts, literature, and humanitarian affairs:
The first Royal Princess in the world to be qualified in science and medicine, with a Bachelor of Biomedical Sciences, Master of Science, Medical Doctorate (MD) and a Doctorate of Philosophy (PhD) in Human Genetics. Published several scientific papers & studies as original investigations and is the author of four books.
As a medical doctor and scientist at University College London, she developed techniques for diagnosing single gene disorders from one cell (a technique known as Pre-implantation Genetic Diagnosis) that is now in use as a preventive procedure in more than 100 centers worldwide; and at Brigham and Women’s Hospital - Harvard Medical School, conducted research on sex differences in tuberous sclerosis related cancers, which will lead to new therapeutic strategies and early detection of major types of cancer through accurate blood tests.The Founder President of the Women in Science International League.
The Founder President of Jeans 4 Genes International.
A Co-Founder of Culture for Peace Program.
The First artist to use Arabic / Turkish coffee for paintings. All proceedings of Her Highness ‘s Art Collection, known as “Wonders of Coffee”, are used to finance El-Sharifa Fatima El-Hashemite Trust Fund for Children and Motherhood.
In 2007, Princess Nisreen left her scientific career at Harvard Medical School, to which she was very committed, to devote herself to serving Science Technology & Medicine Education and Research in the world, throughout RASIT and its programs.
Currently, she is working on establishing an International Institute of Medicine and Public Health for Science and Innovation in the MENA Region. She also is working on serving the children and women of Iraq in particular and those in need of help in all aspects of their lives.
At present, Princess Dr Nisreen is the Executive Director of the Royal Academy of Science International Trust (RASIT), and President of the Women in Science International League.
Dr. Auma Obama
Sauti Kuu Foundation
Dr. Auma Obama is the Founder and Director of Sauti Kuu Foundation. Sauti Kuu (Kiswahili for "Powerful Voices") is trying to give perspective to disadvantaged children and youth by helping them unlock their potential through Life Skills training, educational and income generating opportunities..............
Dr. Obama, who was born and grew up in Kenya is the sister of President Barack Obama. She studied in Germany where she obtained a Masters degree at the University of Heidelberg, before attending the German Film and Television Academy (DFFB) in Berlin and finally graduating with a Doctorate at the University of Bayreuth. She then worked in the United Kingdom for the local government Children’s Services Department, before eventually returning to Kenya, where she worked for the relief organization CARE International, which she left to start her own foundation, Sauti Kuu.
Dr. Obama is a member of the World Future Council and on the Advisory Boards of the Bayreuth University Academy of African Studies, and of the Stiftung Lesen (Reading Foundation) based in Germany. She is member of the governing council of the Kilimanjaro Initiative, which organizes an annual ascent of Mount Kilimanjaro for disadvantaged and at-risk young people. Since 2014 Dr. Obama is also the Patron of the international literacy festival, Storymoja.
In 2010 Dr Auma Obama published her memoir ‘Das Leben kommt immer dazwischen’ in the German. The English edition ‚And Then Life Happens‘ was published in 2011. Both books are available on Amazon.
Sharon Vosmek has transformed Astia during her tenure as CEO since 2007, having previously served as COO from 2004. Under Ms. Vosmek’s leadership, Astia is now the pre-eminent organization working to ensure the success of high-growth startups founded and led by women..............
Ms. Vosmek has led Astia's growth from 20 individuals in Silicon Valley to the global community of more than 5,000 investors, entrepreneurs, family offices, industry leaders and individuals that it is today. Ms Vosmek was one of the founding managers and members of Astia Angels, the global investment group launched in 2013 to invest directly into women-led high-growth companies.
Ms. Vosmek is well-regarded around the globe for her opinions, research and commentary on the importance of women leaders as integral to innovation and high-performing entrepreneurial companies.
Dr. Karl “Charly” Kleissner
Dr. Charly Kleissner is an impact investor. He believes that the deeper meaning of wealth is to make a positive contribution to humanity and the planet.............
And he argues that Modern Portfolio Theory has to be re-conceptualized to seamlessly integrate positive impact into a Total Portfolio Theory. He sees impact investing not as an intellectual exercise, but as an expression of who he really is.
Dr. Kleissner co-founded KL Felicitas Foundation (www.klfelicitasfoundation.org), and Social-Impact International (www.social-impact.org), which help social entrepreneurs worldwide to accelerate and increase their impact. KL Felicitas Foundation recently demonstrated, that impact investors can construct a 100% Impact Portfolio and achieve competitive financial returns in all asset classes while making a tremendous impact.
Dr. Kleissner co-founded Toniic (www.toniic.com), and the ‘100%IMPACT Network’, global networks for impact investors. Dr. Kleissner serves as Chairman of the Advisory Board of the Global Hub Company (www.the-hub.net), and as Board Director and Chairman of the Investment Committee of ImpactAssets (www.impactassets.org).
Mr. Elliot is currently the Founder and CEO of iMedGO,Inc. an emergency medical apps software company. Prior to iMedGo he was the Founder and Chairman of Migo Software, Inc. a mobility software company..............
Mr. Elliot has more than 30 year’s operations’ experience with such corporate giants as IBM, Intel and Apple Computer. He served as the Senior Vice President of Apple Computer responsible for all corporate operations, plus overall corporate business planning, reporting directly to Steve Jobs, Chairman of the Board, CEO, and co-founder of Apple. During his 6 year tenure at Apple sales grew from $150 million to more than $3 billion.
After graduating from college, Mr. Elliot joined IBM as a programmer working on the airline reservation system and moved into management in several key projects in the Disk drive development business, and the development of the ATM system and eventually managed the company’s 16,000-employee software division as the Director of the IBM Santa Teresa software Laboratory. In 1980 he joined Intel as site Director of the California operations. He also worked with Gordon Moore, chairman of Intel, in the creation of the Intel Foundation.
In addition to his vast technology background, Elliot has extensive experience in both the entertainment and healthcare industries. While at Apple he created Apple TV an internal employee TV communication system. He served as the chief executive officer of San Francisco Studios, where he produced the 1990 Academy Award nominated documentary, “Berkeley in the Sixties,” and the NBC television series, “Midnight Caller.” Mr. Elliot has written two books about his experience at Apple and working for Steve Jobs. “The Steve Jobs Way”, a worldwide best seller with 2 million copies sold in 40 countries and 50 languages and “Leading Apple with Steve Jobs”
Mr. Elliot holds degrees from San Jose State University and The University of California at Berkeley.
Co-Founder / CEO
Doug Galen is the CEO and Co-Founder of RippleWorks Foundation, which connects leading expertise from Silicon Valley and the larger tech sector with promising social ventures around the world...............
He also is a Lecturer in Entrepreneurship at the Stanford Graduate School of Business.
Previously, he served as Chief Revenue Officer at Shopkick, a mobile app startup that was bought by SK Telecom. Prior to Shopkick, he was SVP of Business and Corporate Development at Shutterfly, where he helped grow revenue from $50 million to $500 million. He also served as VP and GM of New Ventures at eBay, and was employee No. 3 and Vice President of Sales and Business Development for publicly traded E-LOAN.
Noor Sweid has experience in scaling and exiting businesses with a long track record of operating high-growth businesses, as well as identifying and realizing high return investments in emerging markets. .............
She has been named in the Arabian Business 100 Most Powerful Arab Women list three times and has been profiled on the covers of Forbes Middle East, Entrepreneur Middle East, and Arabian Business magazines. Noor serves on several boards, holds an MBA from MIT Sloan, and is a Global Finance Fellow at the Aspen Institute.
Global Ventures is a Middle East and Africa focused venture capital firm. Founded by entrepreneur-turned-investor, Noor Sweid, Global Ventures benefits from the investment region’s record-high digital penetration rates, its burgeoning young population and Noor’s network in, and access to, the global tech community.
Hugo is the founder and CEO of Spiral Therapeutics, a San Francisco-based pharmaceutical company developing first-in-class products to address hearing loss and other inner ear disorders.............
Between 2012 and early 2018, Hugo was an executive and served on the Board of Luqa Pharmaceuticals, a China-based and China-focused specialty pharmaceutical company.
Hugo also serves on the Board of Salvat, a privately-held Spanish pharmaceutical company, he is a 4th generation member of the family business.
Hugo is a Spanish national and resides in San Francisco, CA.
Director of Sustainability Operations
Michael Beutler joined Kering as the Director of Sustainability Operations in September 2011. Prior to Kering, Michael served 6 years at SAP in Senior Management positions including his last role as Global Director of Sustainability and Strategy for 3 years..............
Michael Beutler joined Kering as the Director of Sustainability Operations in September 2011. Prior to Kering, Michael served 6 years at SAP in Senior Management positions including his last role as Global Director of Sustainability and Strategy for 3 years, and has worked at international corporations DHL, PWC and Ford over the last 20 years.
During his tenure at Kering, Michael has been integral to operationalizing Kering’s comprehensive sustainability strategy. He oversees and manages a team to implement cross-cutting innovative approaches to help manage and reduce the environmental impacts from Kering’s brands. This includes being responsible for implementing the brand’s individual Environmental Profit & Loss Accounts (EP&L) which is then consolidated as a Group EP&L annually, and as a core part of the EP&L methodology development which was open-sourced in May of 2015. His team has been instrumental in embedding sustainability across all of the Group's brands and making it a key part of their business activities, as well as for being recognized by external rating agencies and publications for Kering’s sustainability programme excellence.
IOME Family Office
Ida Beerhalter is heading IOME, a private investment partnership of women principals from the Gulf with its head office in Riyadh, Kingdom of Saudi Arabia. Additionally she currently serves as member of the Board of Trustees of Astia, USA..............
a unique not-for-profit organization build on a community of over 3000 experts dedicated to propel women’s full participation as entrepreneurs and leaders in high-growth businesses, fueling innovation and driving economic growth, as member of the board of Trustees of First Light Trust, United Kingdom, a grass-roots, community-based charity which assists the 'hard to reach' veterans by providing physical, emotional and psychological aid, as Investment Partner at MedXperts, a Germany-based investment and consulting firm with the focus in the HealthTech and Life Sciences Sectors, as Investment Advisor at Bellwald Partner GmbH, Switzerland, the investment arm of a multi family office, as Strategic Advisor to Impact Investment Partners LLP, United Kingdom, specialized in investing in critical service sectors in emerging markets, as Advisor to Yunus Social Business GmbH, Germany, dedicated to setting up and investing in non-dividend companies created to solve sustainably social or environmental problems, as Member of the advisory board of Social Business Earth, Switzerland, dedicated to raise the awareness on Social Business and to create new social businesses that will benefit the poor and the disadvantaged in countries around the globe, as Advisor to Omnia Strategy LLP, United Kingdom & USA, a worldwide strategic 360° liaison agency for companies and investors, as Consultant to Shanghai Biomedical Enterprise LLC, Hong Kong, as Director Corporate Affairs at Cardionovum GmbH, Germany, specialized in Drug-Eluting technologies and biodegradable vascular scaffolds, and as Advisor to MedPrivee, Germany, which she co-founded in 2011.
Ida is registered acquisition coach at High-Tech-Gruender-Fonds, Germany, which is managing two +250 mio € seed fonds and which has helped to start up more than 300 companies since 2005 in Germany, and serves as juror and coach at the European Venture Contest, which identifies each year the most promising European companies from the LifeSciences, ITC and CleanTech sector out of more than 700 companies.
Prior to her current roles she served as Investment Partner at Bellwald Partner GmbH, as Head of Business Development at NonWoTecc Medical GmbH, as Vice President Business Development at mNEMOSCIENCE GmbH, and as Director Business Development, Sales Manager and, Training and Education Manager at the KRAUTH group. Before joining the KRAUTH group, Ida served as European Marketing Manager at Medtronic Inc., and as Marketing Manager at both AVE GmbH and Cordis GmbH, the latter of which is where she started her career.
Veritage Family Office (Canada)
For more than twenty years, Francesco Lombardo has been a family business advisor and facilitator who has worked with some of the world’s most successful and affluent families to foster a culture of Safe Space..............
Through his extensive work with these families, Lombardo has identified a universal connection between people’s relationship with money (Money Motto™) and the impact this has on their relationships, family, business, and legacy.
Francesco is the founder of Veritage whose mission is to serve business families by promoting the culture of Safe Space, and supporting clients in their development of a living Family Wealth Constitution (FWC). Intended to support governance in action, a FWC holds individual family members, their relationships with each other, and the relationship they each have with their wealth, all accountable to a set of guiding principles established by the family for the family.
Safe Space: Governance in Action is his fifth book in which he brings a new perspective to the identification and management of behavioural risk through the development of Safe Space and how emotional and psychological safety is critical to maintaining healthy family dynamics through the often difficult and inevitable processes of succession planning and wealth transition.
Lombardo is also the co-creator and one of the leading facilitators of the recently developed Scone Project, an annual, invitation-only, experiential and interactive next-generation leadership development program for business families hosted at Scone Palace in Perth, Scotland during the month of May, now in its second year.
Francesco is a much sought-after international speaker who has made presentations for the Milken Institute, Campden Wealth Conferences, Institutional Investor, Tiger21, various YPO/WPO chapters, and The Society of Trust & Estate Practitioners, among others. Television coverage of his work has included appearances on shows like Money Talks, The Morning Show and Sky News.
Passionate and engaging, Francesco is a leading global expert on the emotional impact money and wealth has on relationships within family businesses and family office operations. He is committed to assisting families find, create, and maintain Safe Space by developing new models for cultural governance, which contribute to the stability, continuity, and sustainability of the family business enterprise, its wealth, and its legacy.
Paul has over 20 years’ experience of advising on the formation and running of offshore structures, including family office establishment as well as non- traditional trust and company structures................
Paul also works with large organisations in the fields of trust and company administration, fund management, unit linked insurance and insurance management as well as tax structuring and planning. He provides solutions that make everyone feel like they have got their way, without compromising the integrity of the outcome and believes that getting to know the people behind the structure ensures a long lasting relationship as it builds trust and confidence.
Dr. Roni(t) Meshie Mai Lami
Dr. Roni(t) Meshie Mai Lami is an internationally renowned expert on the psychology of money, success and relationships..............
Dr. Lami works with families in business and affluent individuals and families across generations. Over the years she has worked with clients from different parts of the world, focusing on finding solutions to non-fiscal aspects of wealth. Dr. Lami facilitates, educates, advises and coaches clients, helping them to develop a deeper understanding of their mind-set and the impact emotions have on matters relating to wealth, relationships, parenting, family history, planning and other processes.
Dr. Lami is widely recognized as one of the most insightful voices on personal and professional development. Her clients regard her as having profound insight and wisdom that is beyond textbook knowledge: she is intuitively gifted at understanding people and their inner workings. For over 18 years she has been helping individuals, couples and families resolve challenges created by their financial status and better understand their relationship with money and wealth. In her work, Dr. Lami guides her clients to understand themselves better, find solutions to their challenges and inspires them to take action.
Her clients call her a “Heart and Mind Alchemist” because of her ability to perceive beyond what is on the surface. Dr. Lami sees her clients’ greatness and empowers them to create positive, long-term change. Unlocking inner dynamics, Dr. Lami provides her clients with insights, tools and techniques to help them break through limitations and overcome obstacles that stand in the way of accomplishing their goals.
Vincent Valeri BA, MBM
Vedaera & Legacy Capitals
“Redefining How We Measure Family Wealth”: Growing up in a multinational family enterprise, Vincent has firsthand experience of the benefits, challenges, and dynamics families face when working.............
and managing wealth together. Like many who grew up in a family business, Vincent learned his family business from a very young age, and from the bottom up. After the sale of the family business, Vincent utilized his Master of Management degree to work as a management/marketing consultant for some of North America’s largest companies.
This was followed by five years in wealth management for one of Canada’s largest banks, where Vincent focused on managing the financial affairs of family enterprises and generational wealth transfer. Working in wealth management, Vincent witnessed a significant gap in the management of a family’s wealth and business in relation to the management of the familial relationships and dynamics.
Working with and serving family enterprises has become a natural extension of his personal experiences. Vincent is a Certified Family Legacy and Executive Leadership Coach, Nonflict Coach and is the managing director of his firm, Vedaera. Vincent works as a trusted advisor and coach with family members both collectively and individually in developing family legacy continuity strategies, conflict resolution, and alignment of the family’s values and vision for their wealth and relationships.
Vincent is also recognized as a passionate and engaging speaker on the topics of wealth and business transition, behavioural risk in family enterprise, and family legacy. Vincent has shared his personal stories of success and failure with his own family business experiences and his ideas on how to help families shift to a legacy mindset most recently at Opal Family Office Conference, Camden’s North American Family Office Conference, and the MondoInstitutional Conference in Italy.
Aspen Peak Advisors
Courtney Clark founded Aspen Peak Advisors after having worked in corporate finance specializing in the global emerging growth space for over 12 years. ..............
In 2010, with Aspen Peak Advisors, she began sourcing and due-diligencing Alternative Assets for Single and Multi Family Offices, Endowments, and Foundations. She broadly reviews portfolio diversifying strategies such as Real Estate, Hedge Funds, Venture and Private Equity, in both fund and direct investment structures.
Prior to forming Aspen Peak, as analyst at the boutique investment firm TerraNova Capital Partners she sourced issuers, both private and public, for investment banking services; with a primary focus on traditional and alternative energy and technology. Subsequently, as one of two Managing Directors in the Public Capital Markets Group she provided hands-on service and structuring through all stages of capital raising as well as after-market support.
She holds a BA degree (History) from Georgetown University and an MBA degree (Finance) from the University of Colorado Leeds School of Business.
She sits on the board of an international privately held Cannabis Company and has been researching the space for material and institutional investment opportunities since 2014.
Courtney lives between Aspen and New York. She is a mentor in the public school system and a hospice volunteer in her community. Annually she volunteers in Central America providing English language opportunities to both children and adults. An avid athlete, she enjoys telemark skiing, surfing, salsa dancing, and cycling.
Global Solutions Summit
Global Solutions Summit (GSS) is dedicated to financing the large-scale deployment in emerging markets of commercially viable, financially-sustainable development solutions for potable water, renewable energy, ICT, health care, housing, sustainable agriculture and food processing..............
GSS 2018 convened at the United Nations in New York City on June 4, 2018 under the theme of “From Lab to the Last Mile: Technology Deployment Business Models for the SDGs.” GSS 2018 is the third in a series beginning with the Inaugural Summit at the US State Department in April 2014 and a Second Summit at the Clinton Presidential Library in December 2016.
Prior to founding the Global Solutions Summit, he worked for more than 23 years in various positions at the World Bank and served for more than six years as the World Bank’s Science and Technology Program Coordinator and head of the World Bank’s Science, Technology and Innovation Global Expert Team. He has extensive on-the-ground experience leading science, technology, and innovation capacity building programs and projects in Africa, Asia, and various countries in the Former Soviet Union. He organized two World Bank Global Forums on Science, Technology and Innovation Capacity Building for Sustainable Development (one in 2007 and another in 2009).
In March 2017, UN Secretary General António Guterres appointed him to a three-year term on the Governing Council of the Technology Bank for the Least Developed Countries (LDCs). The main objective of the Technology Bank, which was formally established by the UN General Assembly in December 2016, is to help LDCs identify and deploy the technology they need to (i) foster inclusive sustainable growth and (ii) achieve the SDGs.
Director of Impact Investing
Lily S. Trager is an Executive Director and the Director of Investing with Impact for Morgan Stanley Wealth Management..............
For over a decade, she has dedicated her career to sustainable and impacting investing. Lily joined the Firm in 2014; previously, from 2007 until 2014, Lily worked for Veris Wealth Partners in New York, a Registered Investment Advisory focused exclusively on serving clients with interest in sustainable and impact investing, most recently as Head of Research. Lily began her career at Cambridge Associates, where she worked on teams overseeing $3.9 billion in nonprofit, high-net-worth and foundation investment portfolios.
Lily was named to the 2018 class of MAKERS @ Morgan Stanley Wealth Management, a recognition that celebrates women who are ground breakers, advocates, and innovators in their given field.
Lily earned a M.B.A in Sustainable Business from Presidio Graduate School and her B.A. in Anthropology from Bates College. She also co-founded Women Investing for a Sustainable Economy (WISE), a professional networking group in New York City with chapters in Boston, DC, San Francisco, Toronto and London.
Family Office Practice Leader
With over 18 years of industry experience, Kate focuses on ultra-high net worth personal insurance — specifically, family office clients..............
She has an established track record working with family offices and is responsible for collaborating with agents and brokers to develop strategic opportunities that meet the unique needs of their family office clients.
Based in the Chubb Personal Risk Services office in Chicago, Kate brings in-depth knowledge of the financial services industry and family office environment. Using her experience working with families, Kate advises agents and brokers, family offices and centers of influence about the special risks faced by ultra-high net worth families and how Chubb Personal Risk Services can better serve their needs.
Kate most recently worked as the AVP, for Strategic Business Development – Family Office with ACE Private Risk Services. Prior to that, she was the national family office practice leader at Fireman’s Fund Personal Insurance and held leadership roles at Hub International Insurance Brokers, Insurance Design Center, LLC, Family Office Exchange, LLC (FOX), and Bernstein Investment Research and Management. Kate is a licensed Property and Casualty broker in Illinois and holds a Bachelor’s degree in liberal arts and sciences from the University of Kansas. Kate serves on the Advisory Board of the Council for Insuring Private Clients & High Net-worth Individuals and is a faculty member for the National Alliance –CPRM designation.
Mr. Amyx is an internationally recognized thought leader, venture capitalist, speaker and author on exponential technologies and the Fourth Industrial Revolution. . .............
He has appeared on TV, New York Times, TIME, Forbes, TechCrunch, TEDx, CIO, Washington Post, WIRED, Forrester, G20, European Commission, United Nations/ITU, Pew Research Center, Environmental Defense Fund and other major media. He is the author of Strive: How Doing the Things Most Uncomfortable Leads to Success, which has been endorsed by Tony Robbins, Forbes, Singularity University, Tribeca Film Festival and other influencers.
Mr. Amyx received the Cloud & DevOps World Award for Most Innovative and was voted as a top 10 Global Speaker by Speaking.com (2016) and The Sweeney Agency (2018). He is an IBM IoT Futurist, Tribeca Disruptor Foundation Fellow, Singularity University/ Smart City Accelerator Mentor and National Sloan Fellow/ Woodrow Wilson Fellow. He was also voted most influential leader in Smart Cities, IoT and exponential technologies by Inc. Magazine, Internet of Things Institute, HP Enterprise, and numerous institutions. In addition, Mr. Amyx has been nominated to the World Economic Forum as a committee member for the Future of the Internet.
Scott’s feature Wiley book Strive is available for order. Find out how doing the things most uncomfortable leads to success. Pioneering thought leader Scott Amyx shows anyone striving to succeed, regardless of who or where we are, what we do or have done for a living, or how young or old we are, that the secret to outstanding achievement is not talent but doing the things uncomfortable he calls “strive”.
Drawing on his own powerful story of an impoverished immigrant frequently told that he would mount to nothing, Amyx, now a celebrated venture capitalist and futurist, describes his meteoric rise from obscurity to prominence, which led to the hypothesis that what really drives success is not intellect, opportunities or even network but pursuing personal change that’s uncomfortable. In this book, Scott takes readers into his defining life moments and stories from some of the most unlikely individuals who persevered through change to become outrageously successful. He also mines fascinating insights from history and shows what can be gleaned from modern experiments in high performance.
Finally, he shares what he’s learned from interviewing dozens of high achievers—from corporate CEOs, unicorn startup entrepreneurs to global policy leaders. Strive shows how you can shape your life and your career, a life of fulfillment and joy, constantly creative and productive, one that always holds the possibility of delightful surprise.
Ron L. Lavelle, CPA
Family Office Partner
Ron is the partner in charge of Seiler’s Family Office practice, a team of over 50 professional who provide a range of strategic financial services to more than 65 of the Bay Area’s most affluent and successful entrepreneurs and multi-generational families..............
He has overseen the practice’s rapid growth in the past several years, resulting in quadrupling the size of the practice, expanding its service offerings and developing a highly scalable service delivery model.
Ron has over 20 years of experience in finance and accounting, having started his career at Ernst & Young and moving on to senior finance roles at companies in a range of industries, including professional sports, green technology, food and beverage and education.
As the head of the Family Office practice, he oversees all functions related to delivering exceptional service to the firm’s clients. He holds expertise in the following disciplines:
Complex income tax, estate, gift and financial planning for ultra-high-net-worth individuals and multi-generational families
Tax planning for closely-held corporations and partnerships
Family-owned business governance
Multi-generational, ultra-high-net-worth family dynamics and governance
Internal controls and design and implementation for family offices and private companies
Acquisition, development and disposition of real estate holdings
Luxury asset management, such as aircraft and artwork
Household employee management matters
CFO, Pacheco Company
Division President, Career Education Corporation
VP of Finance, CytoSport, Inc.
Tax Consultant, Ernst & Young
EDUCATION / CERTIFICATIONS
Bachelor’s degree in Accounting & Finance, University of California, Berkeley Haas School of Business
Certified Public Accountant, California
American Institute of Certified Public Accountants
California State Society of Certified Public Accountants
Board Member, Guardian Gym
Former Board Member, Volunteers of America (fka Foster a Dream)
If you wish to participate as a speaker, please contact us at firstname.lastname@example.org