Advisory Panel
Deirdre O'Byrne, Withers Bergman
Deirdre represents families in a broad range of estate planning and tax matters, including charitable giving. She advises fiduciaries on trust and estate administration and probate. Deirdre's practice also involves advising charitable organizations on tax matters and corporate governance. Deidre leads the firm's US Family and Business Planning Group.
Ivan A. Sacks, Withers Bergman
Ivan provides trust, estate and tax planning advice to wealthy US and international families, with particular emphasis on cross-border wealth management. He counsels families on structuring and management of their closely-held enterprises, investments and family offices, the administration of large estates and trusts, and represents banks and trust companies on fiduciary matters. He also advises individuals on the acquisition of their personal assets, including jets, yachts and art. Ivan serves as the managing director of the New York office and heads the firm's Latin American Practice Group.
Tom Livergood, Family Wealth Alliance
Tom is CEO of The Alliance, which serves as an independent advocate and resource to private families and firms that serve them. In 2009 The Alliance launched Alliance U, a groundbreaking standardized training program for wealth managers. Prior to founding The Alliance, Tom worked with the Family Office Exchange, Harris Private Bank and CIGNA Financial Services.
Rick Flynn, Head of Family Office Group, Rothstein Kass
Rick leads the Rothstein Kass Family Office Group and advises high net worth clients on wealth enhancement, wealth transfer and asset protection planning. As an advanced planning specialist, Rick advises business owners, executives, hedge fund managers, professional athletes and entertainers on personal financial affairs, including accounting, bill paying, budgeting, cash flow management, compliance, charitable contributions, tax minimization strategies and retirement planning. Rick has co-authored several books on related topics, including “Fame & Fortune: Maximizing Celebrity Wealth” and “The Family Office: Advising the Financial Elite.”
Robert J. Ellis, Principal, Fast Track Advisors LLC
Bob is a Principal with Fast Track Advisors LLC, a New York consultancy specializing in the successful integration of technology and strategy to achieve superior profitability and operational excellence for wealth management firms. Bob was previously a senior financial services executive with over twenty years leadership of trust companies, banks, brokerages and asset management organizations. He is also the author of many wealth management industry reports with topics including UMAs, TAMPs, compliance, client segmentation, trust and wealth management platforms, and outsourcing. Bob is a Securities Principal, qualified CPA, college professor and Harvard MBA.
Charles Lowenhaupt, Lowenhaupt Global Advisors
Charles is founder of Lowenhaupt Global Advisors. He is well known for his work with UHNW families globally. He is also Managing Member of Lowenhaupt Global Advisor's affiliated firm, Lowenhaupt & Chasnoff, LLC, the first U.S. law firm focused on tax law and established by Lowenhaupt's grandfather in 1908. Lowenhaupt was a Founding Advisory Faculty member of the Institute for Private Investors and is now an Emeritus Member of the Advisory Faculty. He is a co-founder and director of the Institute for Wealth Management Standards.
Aaron Gurwitz, Managing Director, Head of Global Investment Strategy, Barclays Wealth
Aaron advises investors on tactical asset allocation and helps identify risks worth taking and risks that should be avoided. He joined Barclays Wealth in September 2008 as part of the Barclays acquisition of Lehman Brothers' Private Investment Management (PIM) business in the Americas. He joined PIM in 2004 as Managing Director of Portfolio Advisory. Prior to that, he worked at Goldman Sachs for 16 years, serving in the Fixed Income Research, Municipal Bond, and Private Wealth Management departments. Prior to joining Goldman, Aaron was a senior economist at Salomon Brothers, the Federal Reserve Bank of New York, and the Rand Corporation. Earlier in his career he worked as an assistant professor of Economics at Michigan State University and as a Peace Corps Volunteer in the Republic of Korea.
News and Features
Latest News
UBS Hikes Female Board Contingent With New Nominees
Compensation Drops Around 30 Per Cent In Financial Services Industry
Rewarding Reactions From Clients As Advisors Go Independent - New Study
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iShares Unveils Range Of Commodity Producer Funds
Comment and Analysis
IMCA Conference: Emerging Markets Looking Up, Europe Down, US Treading Water
Wealthy Agree That Their Wealth Brings Responsibility, Even In Tough Times
Regulatory Heat Forces Tough Decisions For Family Offices In 2012 (Part Two)
Interview: Custom Portfolio Group Bucks Model Portfolio Trend
Thrills And Fears - What 2012 Might Mean For Wealth Management - Part 2
Expert Commentary
- Top Story
- Opinion of the Week
- Industry Insight
- View from the Top
- Editor's Choice
- Investment Strategy
US Indicts Wegelin, Seizes $16 Million From UBS Account
A US district court has indicted Wegelin and Co, a 270-year-old Swiss private bank, for allegedly conspiring with US taxpayers to hide more than $1.2 billion from the Internal Revenue Service.
Harriet Davies
3 February 2012
What Will 2012 Hold For The Wealth Industry?
What sort of themes are likely to be important in 2012 as far as tax, regulation and the offshore world are concerned?
Tom Burroughes
3 January 2012
Regulatory Heat Forces Tough Decisions For Family Offices In 2012 (Part One)
In 2011, the focus of regulatory change was firmly on the banks and major financial institutions. Although family offices were not considered in the grand scheme they now face a number of unanticipated consequences and need to make some critical strategic decisions.
Rosalyn Breedy
5 January 2012
2012 Set To Be Tax Driven For Wealthy Clients, As Fiscal Uncertainty Continues
After a busy 2011 for trust and estate practitioners, 2012 will be even more tax-driven, says Dan Lindley, president of The Northern Trust Company in Delaware and chief fiduciary officer of its private client business in Guernsey and Cayman Islands.
Harriet Davies
20 January 2012
New Service Aims To Keep Ultra-Wealthy Clients' Money Where It's Well Managed
A new type of firm, created by financial services veteran Doug Black, is looking to sort the wheat from the chaff when it comes to ultra high net worth wealth management.
Harriet Davies
20 January 2012
NY Property To Hold Steady This Year, Many Asia-Pac Cities To Fall Sharply - Knight Frank
New York residential property prices will hold steady this year, while those in London will rise slightly, according to forecasts from Knight Frank. Russian cities could chalk up the fastest residential property price gains in 2012, while a number of Asia-Pacific cities are predicted to fall sharply.
Tom Burroughes
3 January 2012
