Family Office Morning Seminar/Working Breakfast: Seeking Upside Potential While Keeping Tax Considerations In Mind


This  seminar/working breakfast will highlight variable insurance products and underlying investment options.

Topics include:

  • Family office case studies
  • Investment landscape
  • Types of investments that work well within the product
  • Different asset classes/alternatively varying strategies
  • Potential risks

Speakers: (in alphabetical order by speakers’ last name)

Henry Bregstein, Katten Muchin Rosenman

David Friezo, Frisa Family Office**

Sandy Geyelin, Lombard International*

Kara Gula, Third Point

Penn Redpath, Lombard International*

Steven Shenfeld, MidOcean Partners


Sponsored by Lombard International

*Securities offered through Lombard International Distribution Company, Member FINRA

**Frisa Family Office is not affiliated with Lombard International Distribution Company

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8:15-8:30   Registration

8:30-11:00  Seminar

Complimentary for family offices. Pre-registration is required by P: 212 689 0180 or E:

Speakers (Click for More Info):