On June 2, 2022, family office experts Timothy Lappen, Efi Avigdor, and Ken Kilroy participated in a panel discussion titled “Life Cycle of the Family Office.” A life cycle approach was used to examine the form and function of some of the world’s largest family offices. The speakers discussed the structures that family offices use, concentrating on how family offices can be built, modified, and reinvented to focus on the family’s most precious asset: the family.
Whether you are a family considering the establishment of a family office, a family seeking to optimize a family office, or an advisor looking for guidance on how to do it best for your client’s situation, this is the conversation you will want to hear.
Click here to watch the recording.
Timothy Lappen is the Founder and Chair of the Family Office Group and Luxury Home Group in Jeffer Mangels Butler & Mitchell LLP, a full-service law firm in California. He represents clients on a variety of matters such as the family office, luxury homes, business, residential and commercial real estate, and entertainment. He is also well-known for his pioneering work with domestic and international family offices on projects like estate planning, real estate matters, and litigation.
Efi Avigdor is the Founder of Wealth Dialogue, a woman-owned and woman-led small business that serves private clients in the U.S. She acts as Family Office Advisor and Wealth Owner Advocate. Before founding Wealth Dialogue, Efi served as the Managing Director of Private Client Services at Andersen Tax and has over 23 years of experience working with clients from ultra-high net worth families and family offices.
Ken Kilroy is the Senior Director of Family Office Services at RSM US LLP, an audit, tax, and consulting firm in the U.S. He has more than 25 years of experience servicing clients on family office tax and direct investing. In 2012, Private Asset Management Magazine ranked Ken as the 13th most influential person in the wealth management and family office space.