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PPLI For Family Offices with Lombard International
September 22, 2020 • 0 Comment

Context Family Network had the opportunity to hear from Lombard International at one of our virtual events this week. The topic was PPLI structures for family offices – our hosts discussed the demand for these products with the current economic environment, volatility, and uncertain future tax consequences.

Attendees were able to hear more about the tax advantages of Insurance Dedicated Funds and other Separately Managed Account structures within PPLI’s that allow CIOs to invest in specific strategies and investment managers within the PPLI wrapper. 

We encourage family offices and Context Family Network members thinking about next year’s taxes, inheritance, and any long-term philanthropic giving, to contact us to connect with our hosts at Lombard International. 

Lombard International is a global leader in structuring wealth solutions. They design tailored succession and tax planning strategies for investment flexibility. With $54b of assets under administration and 28 years of experience, they understand the needs of families to address complex needs and secure sound futures globally. 

Stay tuned for our next family office event and follow on on Twitter! 

 

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Family Office Virtual Retreat on October 29!
September 18, 2020 • 0 Comment

Join us for a half-day symposium featuring educational sessions, thought leadership, VIP speakers, and breakout networking sessions for family offices, family members, and their executives. 

Hear from the leaders that will share their domain expertise and experience in different markets. Network with family office peers and stay connected.

Schedule to be released soon. Sign up and save your seat in advance!

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Virtual Cooking Class with Chef Shane from Soho House West Hollywood
August 19, 2020 • 0 Comment

Thank you to all of our members for joining us for a very special virtual cooking class on August 18th. Attendees learned from Chef Fatemian (from Soho House West Hollywood) how to make pan-fried branzino with a raw puttanesca, roasted garlic and herb potatoes, and crispy parmesan brussel sprouts.

Participants learned useful cooking and nutritional tips, a variety of new recipes, and made some friends along the way. Thank you to Chef Fatemian and our valued sponsor, Keystone National Properties. We hope members can join us for our next virtual event.

About our host: Keystone National Properties specializes in sponsorship and management of Real Estate Investments. Their Real Estate experience covers sectors including multi-family, parking, self-storage, and retail properties throughout the United States. The founders have specialized experience in tax deferral and other tax incentivized Real Estate transactions. Visit them at http://www.knpre.com. 

If you’d like to follow Chef Shane, check out his Instagram @chefshanef. 

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ImmunoRevolution with Dr. John Wherry
August 12, 2020 • 0 Comment

Thank you to everyone that joined us today for our discussion on immunotherapies with Dr. Wherry. We appreciate your participation and look forward to seeing you again soon at our virtual or in-person member events. So far, we have had a great response and feedback on the webinar.  For more information on Bill Rowley or Dr. John Wherry’s work, visit the following social media accounts and research links.

  • Follow John Wherry on his Twitter account,  Penn Medicine’s Twitter account
  • Penn Medicine’s Facebook account
  • Penn Medicine Benchmarks, which highlights basic and translational research 
  • Penn Center for Research on Coronavirus and Other Emerging Pathogens

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Sign up for our Family Office Virtual Retreat on July 30!
July 21, 2020 • 0 Comment

Join us for a half-day symposium featuring a Financial Markets and Political Outlook by First Trust Advisors, an ESG Workshop with Seward & Kissel, and breakout networking sessions.  Hear from the leaders that share their domain expertise and experience in different markets and network with family office peers and their executives.

  • 11:00 AM – Welcome Remarks & Program Introductions
  • 11:15 AM – Financial Markets & Political Outlook
  • 12:00 PM – Networking Breakout Session
  • 12:15 PM – ESG Workshop
  • 1:00 PM – Networking Breakout Session
  • 1:15 PM – Breakout Sessions
  • 2:15 PM – Return from Breakout Sessions
  • 2:30 PM – Virtual Retreat Concludes
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Structuring and Deductibility of Expenses for 2020
July 17, 2020 • 0 Comment

Thank you to our sponsor Seward & Kissel for joining Context Family network this week for an informative and engaging discussion on family office structures. Attendees learned about ways to maximize tax deductions, estate planning around the 2020 election, and other timely topics for a family office or family enterprise. 

We encourage family offices and Context Family Network members thinking about next year’s taxes, inheritance, and any long-term philanthropic giving, to contact us to connect with our hosts at Seward & Kissel. 

Seward & Kissel, founded in 1890, is a leading U.S. law firm with an international reputation for excellence. We have offices in New York City and Washington, D.C. Their practice primarily focuses on corporate and litigation work for clients seeking legal expertise in the financial services, corporate finance, and capital markets areas. The Firm is particularly well known for its representation of major commercial banks, investment banking firms, investment advisers, and related investment funds (including mutual, hedge, and private equity funds), broker-dealers, institutional investors, and transportation companies (particularly in the shipping area).

The Firm’s attorneys are very experienced and highly regarded in their respective practice areas. Many have been with the Firm for most, if not all, of their legal careers. Our focus and expertise, combined with the Firm’s stability, have enabled us to create a work culture that is dedicated to professional excellence and sound judgment, and that is committed to providing our clients with effective, high quality, hands-on legal service.

Context Family Network hosts weekly family office virtual events including webinars, coffee talks, happy hours, and educational classes. Stay tuned for our next family office event on our news section and follow on on Twitter! 

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The Future of Education Technology
June 18, 2020 • 0 Comment

We were honored to host Michael Golden, the Executive Director of Catalyst at the University of Pennsylvania Graduate School of Business this week to talk about the future of Education Technology.

COVID-19 has created a total disruption in global education systems. To help our members grasp the impact and understand what may unfold going forward, Context Family Network hosted this online thought leadership panel to discuss:

  • Recurring global themes in the evolution of education
  • Investors and players in education endowment
  • Investment ideas and investor expectations

Attendees were able to do a deep dive into the state of education technology and what to expect going forward. We encourage family offices and Context Family Network members thinking about contributing to advancements in education technology, to contact us to connect with our hosts at Penn GSE. 

As a center for global education innovation, Catalyst @ Penn GSE connects people and ideas to develop new ways to advance education in novel and meaningful directions. Building on Penn GSE’s legacy of education innovation and leadership, Catalyst operates at the nexus of education, business, and technology to help generate, test, adapt, and disseminate best practices and powerful new tools for educators at all levels.

Stay tuned for our next family office event and follow on on Twitter! 

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Sign up for our next virtual event with Bernstein Private Wealth Mgmt!
June 13, 2020 • 0 Comment
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Post-COVID Travel for Family Offices
May 28, 2020 • 0 Comment

Context Family Network had the opportunity to hear from an incredible panel of experts on what the travel industry may look like post-COVID. 

Speakers included executives from Marriott International, Journey’s Yacht & Travel, Excursionist, and Virtuoso. They discussed trends, concerns, and topics for travel in 2020 and beyond.

Attendees were able to hear about:

  • The “New Normal” for travel from an experts point of view
  • Insights on the luxury travel industry opening back up
  • Unique experiences in the US while awaiting travel abroad

Travel and companionship play a significant role in one’s autobiography of experiences and financial investment. Having a travel team to navigate the new landscape can be critical. 

We encourage family offices and Context Family Network members that are thinking about putting together a family retreat, offsite, or vacation, to contact us to connect with our travel hosts. 

Stay tuned for our next family office event!

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