Family Office Exchange Trustees and Beneficiaries Workshop – Bringing it all Together: Case Studies

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented various case studies with respect to core trustee duties and powers as well as the trustee’s responsibilities for educating and mentoring the beneficiaries, with speakers and attendees addressing how they would respond to real‐ life situations and comparing their approach to the real outcome.  The program was hosted by the Family Office Exchange and it took place at the Princeton Club in New York, NY.