Introducing the 2019-2020 NYC Regional Planning Committee

Prepared Exclusively for FFI Members

March 08, 2019

Introduction

I

n this issue of FFI on Friday we are pleased to introduce the 2019-2020 NYC Regional Planning Committee. This is a new FFI committee that held its first meeting on February 1, 2019 at Deutsche Bank Wealth Management. It was hosted by FFI board member Greg Khost.

Greg Khost
Deutsche Bank Wealth Management-Americas

The purpose of this committee is to:

Expand the presence of FFI as an organization and presence of FFI members in the NYC area in the next two years, build enthusiasm for the 2020 October conference, and promote the multidisciplinary, global approach that is at the core of FFI’s mission “to be the most influential global network of thought leaders in the family enterprise field.”

To implement the goals of the committee, it has agreed to:

Devise a series of events in 2019 and 2020 that follow the FFI vision of educating, connecting, and inspiring professionals and academics in the field to better serve their client base and develop new modes of research and conceptual models. Currently planned are:
- A June 18 event hosted by TrustedFamily. Elvira Orza is the committee member organizing the program.
- A 2019 Fall event in conjunction with one or more of FFI’s organizational members. Committee members Roger Healy, Andrew Karlen, and Andrea Santos are planning this event.

Elvira Orza
TrustedFamily

Roger Healy
Global Family Advisors LLC

Andrew Karlen
Attorneys for Family Held Enterprise

Andrea Santos
UBS Financial Services, Inc.

Research other NYC-based organizations, outside of FFI membership, that would further the mutual goals of FFI and the collaborating organizations. Committee members Patricia Angus, Warner Babcock, Linda Bourn, Adib Rashid, Mark Rubin, and Babetta von Albertini are working on this initiative.

Patrica Angus
Angus Advisory Group and Columbia University

Warner Babcock
NYC Family Enterprise Center

Linda Bourn
Crystal, the Private Client Group of Alliant

Adib Rashid
Nexel Partners

Mark Rubin
FTI Consulting

Babetta von Albertini
Lansberg, Gersick & Associates, LLC

Raise the profile of the committee by writing a series of FFI Practitioner articles in the coming two years that focus on NYC as a model for multi-generational global enterprise activity, research, and professional expertise. Committee members Linda Bourn (pictured above), Rebecca Meyer, and Mindy Rosenthal agreed to write for FFI Practitioner in 2019. Watch for these articles beginning in April.

Rebecca Meyer
Relative Solutions

Mindy Rosenthal

Work with the 2019 Miami program committee to identify possible NYC-based presenters and develop plans for the Kickoff to NYC in October.

Other strategies will be developed in the next 18 months.

The committee members to date, in addition to those named above, are:

David Braham
Campden Wealth

Gary Brooks
BMD Advisors

Lance Bylow
Citi Private Bank

Lindsay Martin
J.P. Morgan Private Bank

Henry Snyder
J.P. Morgan Private Bank

Leah Zveglich
The Aster Club

David Braham
Campden Wealth

Gary Brooks
BMD Advisors

Lance Bylow
Citi Private Bank

Lindsay Martin
J.P. Morgan Private Bank

Henry Snyder
J.P. Morgan Private Bank

Leah Zveglich
The Aster Club

Interested in participating in this initiative? Email Judy Green.

Previous Edition

The 2019 Nominating Committee welcomes suggestions from the FFI membership for possible nominees for consideration for Board of Director positions for four-year terms that begin following the Annual Meeting in Miami in October 2019.