Matthew Erskine, Erskine & Erskine LLC

Erskine & Erskine

Matthew F. Erskine, JD

Matthew Erskine is the managing partner of Erskine & Erskine LLC, a fourth generation law firm, and The Erskine Company, LLC, a consulting firm.  He focuses on strategic planning and legal services for business owners, professionals, individuals, families, collectors, and inheritors of unique assets. Helping his clients and their families solve their problems through customized estate, tax and management solutions.

Matt has a particular expertise in the stewardship of unique assets that few other estate planning and trust attorneys or family offices can match.  Working with collectors of coins, fine art, jewelry, heirlooms, and other valuable assets, as well as owners of real estate and family businesses, Matt brings his and his family’s generations of experience and intimate knowledge of unique areas of the law to help clients achieve their desired investment and personal goals.  This includes strategic planning and execution on forming operating and non-operating foundations.

The Erskine family has been counsel to client families since 1876, overseeing estate and income taxation planning, personal trusts, dynasty trusts, private foundations, and family offices.  Matt is also active in numerous community organizations in the Worcester, Massachusetts area, including the American Antiquarian Society, the Worcester Economics Club, and the John J. Kittredge Numismatic Foundation.

After graduating from Lawrence Academy, Matt received his B.A. in Medieval History from Carleton College and his J.D. from Suffolk University Law School.


Brian Falco, LCG Associates

LCG Associates

Brian J. Falco

Senior Vice President/Principal, Dallas

Investment Experience: 29 years

Mr. Falco joined LCG Associates in 1996. He is a member of the Board of Directors and serves on the Risk Management Committee, Investment Committee, and Benefits Committee.  His responsibilities include lead client relationships with foundations, endowments, family offices and corporations with both domestic and international representation.

Brian began his career with Harris Trust and Savings Bank in Chicago and then entered the investment consulting industry with SEI Capital Resources, also in Chicago. Before joining LCG, Brian spent five years as a Consultant with Mercer Investment Consulting, Inc. in Dallas where his clients included public funds, foundations, endowments and corporations.

Brian holds a Master of Science in Finance from Northeastern University.  He earned a Bachelor of Science degree in Financial Management from Clemson University and is an active member of the Clemson Alumni Association.  He also pursued graduate studies at Loyola University in Chicago.


Jana Farmer, Wilson Elser

Wilson Elser

Jana Farmer

Jana Farmer is a Partner at the national law firm Wilson Elser and a chair of the firm’s Art Law practice. She represents the interests of collectors, businesses and art world professionals in a variety of transactions and disputes involving works of art and cultural artifacts. She frequently consults on due diligence matters to assist clients in preserving the value of their collections.

 


Michael Felman, MSF Capital Advisors

MSF Capital Advisors

Michael Felman is President and CEO of MSF Capital Advisors, a global multi-family office. Besides his own family office, his firm advises other family offices and a select group of high net worth individuals. Mr. Felman began his investment career as an Angel Investor. He invested in real estate, film projects, technology companies and a restaurant. Mr. Felman received his B.A from Clark University and J.D. from Pace University.


Dave Fields, PTB Holdings

PTB Holdings

David Fields is the founder and managing partner of PTB Ventures, a venture capital firm investing in early-stage companies in the digital identity ecosystem. David is a former private equity investment professional and brings over a decade of private investment and advisory experience both to his investors and his portfolio companies at PTB. He began his career as a credit analyst at Citigroup Global Markets and later served on the investment team at Cooper Investment Partners. David graduated from the University of Chicago with a B.A. in Economics and holds the Chartered Financial Analyst (CFA) designation.