The New Jersey chapter is excited to continue our programming year with another thoughtful and insightful meeting. Our chapter is growing and welcoming professional advisors who help business owners plan for a successful exit. As we continue to examine many of the different planning considerations and decisions an owner needs to face, our members participate in this interactive discussion. We welcome your attendance at our next meeting.
Our February meeting will focus on the use of a Family Office for business owners. How can an owner utilize the services of a Family Office for pre and post transaction needs? What services should an owner pursue through a Family Office?
The growth of the “Family Office” industry has been significant over the past decade. Our discussion will be led by Josh Levine, Founder & CEO of Cornerstone Family Office, LLC., who will clarify some misunderstood characteristics and uses of Family Offices. With over 20 years of experience working with ultra-high net worth clients, Josh Levine serves as a trusted advisor to a select group of highly successful individuals and families across the country. He provides independent oversight, coordination and administration to meet clients' diverse wealth and lifestyle management needs. Clients include; owners of mid to large sized closely held / family owned businesses, private equity partners, Fortune 500 executives and other highly successful individuals / families with net worth ranging from $50M to $2B+.
This highly interactive session will allow for participation by attendees in a collaborative format. As an association of experienced advisory professionals for business owners and their companies, we are all focused on delivering the highest level of subject matter expertise to our clients and we would value your expertise and insights.
We invite you to join us for this exciting event and for the entire series this year!
To make it easy to remember, we’ll always meet on the 3rd Wednesday morning of each month through June 2020, so please set up a recurring calendar appointment now so you won’t miss an XPX breakfast!
Ann Bank Parking Garage
41 Bank Street, Morristown, NJ
DeHart Street Parking Garage
14 Maple Ave, Morristown, NJ