Events
2021
Advising the Wealthy Client Book Launch 2.0
July 20, 2021 | Virtual
Natasha Pearl, Speaker - The Essential Infrastructure for Wealth Preservation
Hosted by: Rockefeller Philanthropy Advisors and Globe Law and Business
2021 FFI Global Conference
October 18, 2021 | Virtual
Natasha Pearl, Speaker - Every Sustainable Family Enterprise Needs a Perimeter Fence
Hosted by: Family Firm Institute – Learn More About the Event and Presenters Selected
2020
20/20 Vision: Blind Spots and Bright Spots in the Field of Family Enterprise
October 27, 2020 | Virtual
Natasha Pearl, Speaker - The Blind Spot Preventing Wealth Preservation: Infrastructure
Hosted by: Family Firm Institute
Family Office Planning & Structure Forum
July 1, 2020 | Virtual
Natasha Pearl, Moderator – Family Governance: Planning for the Next Generation
Hosted by: Opal Financial Group
Institute for Family Governance Seminar
May 19, 2020 (postponed) | New York, New York
Natasha Pearl, Speaker – Essential Infrastructure for Family Wealth Preservation and Unexpected Barriers
Hosted by: Institute for Family Governance
NYSSCPA Family Office Seminar
March 5, 2020 | New York, New York
Natasha Pearl, Panel Moderator – Wealth Preservation Infrastructure – How to Add Value to Your Family Office
Hosted by: New York State Society of CPAs Family Office Committee
Institute for Family Governance 4th Annual Conference
January 23, 2020 | New York, New York
Natasha Pearl, Facilitator of Roundtable Discussion – Essentials for Family Wealth Preservation and Unexpected Barriers
Hosted by: Institute for Family Governance
2019
Campden Wealth’s 14th Annual North American Family Office Conference
November 21, 2019 | Boston, Massachusetts
Natasha Pearl, Speaker – Is Your Office Fit for Purpose? Wealth Preservation Infrastructure
Hosted by: Campden Wealth/Institute for Private Investors
Family Office & Private Wealth Management Forum
July 24, 2019 | Newport, Rhode Island
Natasha Pearl, Panel Moderator - Family Governance and The Single-Family Office: Planning for the Next Generation
Hosted by: Opal Financial Group
Family Office & Private Wealth Management Forum
July 23, 2019 | Newport, Rhode Island
Natasha Pearl, Discussion Leader - Wealth Preservation Infrastructure: Ignore It at Your Peril (Private Closed Session for Family Offices Only)
Hosted by: Opal Financial Group
prior to 2019
Family Office & Private Wealth Management Forum
July 24-26, 2017 | Newport, Rhode Island
Natasha Pearl, Panel Moderator - Engaging the Next Gen to be Stewards of the Family Legacy
Hosted by: Opal Financial Group
Family Office & Private Wealth Management Forum West 2016
October 26-28, 2016 | Napa, California
Natasha Pearl, Co-Chair
Hosted by: Opal Financial Group
EMM Evenings: Million Dollar Mistakes
April 28, 2016 | New York, New York
Natasha Pearl, Speaker – Mistakes Families Make
Hosted by: Executive Monetary Management, LLC
Family Office Winter Forum
March 8, 2016 | New York, New York
Natasha Pearl, Co-Chair
Hosted by: Opal Financial Group
The Single Family Office Summit
February 25, 2016 | New York, New York
Natasha Pearl, Speaker – Mistakes Families Make
Hosted by: Wilson Conferences
Family Office Risk Management Summit
December 7-8, 2015 | New York, New York
Natasha Pearl, Speaker - Personal Security Risk: Disturbing Realities and How to Mitigate
Hosted By: Financial Research Associates, LLC
EisnerAmper Private Wealth & Family Office Summit
November 4, 2015 | New York, New York
Natasha Pearl, Speaker - Eldercare: Strategies for Success
Hosted By: EisnerAmper – By Invitation Only
Family Office and Private Wealth Management – West
October 28-30, 2015 | Napa, California
Natasha Pearl, Co-Chair
Hosted By: Opal Financial Group
Family Office & Private Wealth Management Forum: “The Race for Returns”
July 20-23, 2015 | Newport, Rhode Island
Natasha Pearl leads session in keynote workshop
Hosted By: Opal Financial Group
SFO Wealth Operations & Performance
June 8-9, 2015 | New York, New York
Natasha Pearl, Speaker – Internal Controls, Accounting, and Administration
Hosted By: Financial Research Advisors LLC
Family Office Winter Forum
March 10, 2015 | New York, New York
Natasha Pearl, Co-Chair and Panel Moderator – The New High Impact Philanthropy
Hosted By: Opal Financial Group
SFO Summit
February 9, 2015 | New York, New York
Natasha Pearl, Speaker – Structuring the SFO for Success
Hosted By: Wilson Conferences
Women & Wealth Conference
January 22-23, 2015 | New York, New York
Natasha Pearl, Speaker – Strategy, Checklists, Calendar and Manuals: The Benefits of Proactive Management
Hosted By: Gleneagles Group
Gleneagles Group 3rd Annual One Day Conference
November 6, 2014 | Atlanta, Georgia
Natasha Pearl, Panel Participant – Special Considerations for Women of Significant Wealth
Hosted By: Financial Research Advisors
Family Office & Private Wealth Management Forum: “The Race for Returns”
July 21-23, 2014 | Newport, Rhode Island
Natasha Pearl, Panel Moderator – What Every Family Should Know About Luxury Travel and the Benefits: A Lifestyle Discussion
Hosted By: Opal Financial Group
Sustainable Family Office Operations and Management
June 5-6, 2014 | New York, New York
Natasha Pearl, Panel Moderator – “Is It Getting More Expensive in Here, or Is It Just Me?” – Understanding Cost and Core Services
Hosted By: Financial Research Associates, LLC
Private Single Family Office Luncheon – By Invitation Only
June 4, 2014 | New York, New York
Natasha Pearl, Speaker – What Your Family Needs to Know: Cyber Security, Estate Management, Private Staffing and More
Hosted by: Insite Securities and Aston Pearl
Family Office Winter Forum
March 12, 2014 | New York, New York
Natasha Pearl, Panel Moderator – "Cultivating the Next Generation and Running the Family Business: A first-hand account from a generational family business and its family members"
Hosted By: Opal Financial Group