Partner and Private Wealth Department National Chair Joshua Rubenstein will speak on the "You Talkin' To Me? How best to manage interactions with Family Offices" breakout discussion at 12:30 p.m. on Friday, November 15. The session will cover questions including:
- How do you get past your client gatekeepers, and do you need to?
- Are they indeed in the way, and can they stand up to the p/matriarch in the first place?
- How are they organized?
- How do we handle it when one of our clients wants to 'sneak' around their Family Office directly to the lawyers when they want to do something they would not approve of?
- What do they do right, and what do they do wrong?
Event Location
Villa d'Este, Lake Como
Via Regina, 40, 22012
Cernobbio CO Italy
Related Professionals
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Partner and National Chair, Private Wealth Department+1.212.940.7150
New York
