Upcoming Events | Past Events
IPI Fall Forum for Private Investors
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9/14-15/2010—Region: San Francisco, CA
Web-Based Learning Event—Equality in Estate Planning: Divide Your Estate, Not Your Family
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9/16/2010—Region: National
From GenSpring's Wealth Advisory Center: GenSpring’s research findings indicate that the vast majority of men (97%) and women (95%) intend for their children to inherit equally; however, one’s wealth transfer intentions may not always conveniently coincide with achieving that result. Please join David Bokman, GenSpring chief wealth advisory officer, and Steve Salley, GenSpring senior partner, for a web-based learning program that addresses the many challenges facing families when it comes to equitable wealth distribution. Included in the discussion will be an exploration of estate, financial and investment planning considerations as well as the family dynamics, lifestyle and differing needs of family members.
GenSpring Learning Event: Opportunity Amidst Uncertainty: Assessing Global Markets
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9/20/2010—Region: Memphis, TN
GenSpring Chief Investment Officer Andrew Mehalko will lead an interactive and engaging conversation on the current state of the global markets.
GenSpring Learning Event: Building a Strategic Family Communication Plan
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9/21/2010—Region: Orlando, FL
Jill Shipley, GenSpring director of next generation education, will lead a conversation around creating a plan to guide your family’s communication efforts in order to achieve more clear, coordinated, memorable and effective messaging.
GenSpring Learning Event: Opportunity Amidst Uncertainty
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9/21/2010—Region: Charlotte, NC
Ted Mayden, head of private equity at GenSpring Family Offices, will share insights to the private equity market and GenSpring’s approach to private equity investing.
GenSpring Learning Event: Building a Strategic Family Communication Plan
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9/22/2010—Region: Tampa, FL
Jill Shipley, GenSpring director of next generation education, will lead a conversation around creating a plan to guide your family’s communication efforts in order to achieve more clear, coordinated, memorable, and effective messaging.
GenSpring Learning Event: Opportunity Amidst Uncertainty
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9/22/2010—Region: Charleston, SC
Ted Mayden, head of private equity at GenSpring Family Offices, will share insights into the private equity market and GenSpring’s approach to private equity investing.
GenSpring Women’s Learning Event: Enlightened Wealth Ownership—Addressing What Keeps You Awake at Night
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10/5/2010 —Region: Denver, CO
GenSpring CEO Mel Lagomasino will host a women’s breakfast specifically designed to address the ever-changing roles and responsibilities associated with a life of wealth.
IPI Fall Forum for Private Investors
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10/6-7/2010, New York, NY—Region: National
FFI Annual Conference
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10/13-15/2010, Chicago, IL—Region: National
Kirby Rosplock, GenSpring director of research and development, Daisy Medici, director of family governance, Steve Salley, senior partner, and Jill Shipley, director of next generation education, to present. Learn more
GenSpring Learning Event: Dinner & Discussion with CEO Mel Lagomasino
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10/14/2010—Region: Washington, DC
GenSpring CEO Mel Lagomasino will host a dinner in Washington, DC to discuss recent issues and upcoming trends in the world financial markets.
FOX Family Office Forum
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10/18-20/2010, Chicago, IL—Region: National
A Garden Party, featuring Atlanta Botanical Gardens’ new Edible Garden Outdoor Kitchen
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10/21/2010—Region: Atlanta, GA
Mel Lagomasino, GenSpring chief executive officer, will host a garden party at Atlanta Botanical Gardens.
GenSpring Learning Event: Preparing for a Family Member’s Illness and Incapacitation
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10/26/2010—Region: Greenwich, CT
Very few families are adequately prepared to address all the affairs of a loved one who suffers from a debilitating illness and/or incapacitation. During this learning program, hosted by GenSpring Family Offices with panelists from Pinnacle Care, Wiggin & Dana LLP and Raylign Advisory, an expert panel will discuss the most critical issues of healthcare, communication, financial and legal planning considerations when a family member is incapacitated.
GenSpring Women’s Event: Enlightened Wealth Ownership
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10/27/2010—Region: Charlotte, NC
Mel Lagomasino, GenSpring chief executive officer, will host a women’s luncheon designed specifically to address the ever-changing roles and responsibilities associated with a life of wealth.
Cocktail Party at the Denver Botanic Gardens—Featuring a discussion lead by Dr. Anita Feldman 10/27/2010—Region: Denver, CO
GenSpring Interactive Investment Call
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10/28/2010—Region: National
Quarterly interactive webinar with Andrew Mehalko, GenSpring chief investment officer, and his team of strategists to discuss GenSpring's view of the current economic environment and investment market.
University of North Carolina Greensboro: The Importance of Entrepreneurship in the Family Business and the Family Office
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11/3/2010—Region: Greensboro, NC
GenSpring will host a family business panel discussion on pilot findings from the Intersection of the Family Business/Family Office 2010 Research Study. The event will also feature the launch of ‘Phase II’ of the study.
View past events
We want our clients to know more.
With that in mind, we host a wide variety of regional and national learning events. GenSpring events focus on a broad array of wealth topics, including philanthropy, capital sufficiency, next generation education, communication and investing.
