Events – Prior to 2014
2013
Citigroup Family Office Luncheon – invitation only closed event
December 6, 2013 | New York, New York
Natasha Pearl, Speaker – Private Aviation: Myths and Reality
Hosted By: Citigroup
Fall Global Summit
November 5, 2013 | Rye, New York
Natasha Pearl, Panel Moderator – Myths and Realities of Private Aviation Today
Hosted By: Family Office Association (FOA)
Family Office and Private Wealth Management Forum - West
October 23-25, 2013 | Napa, California
Natasha Pearl, Co-Chair and 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
Family Office & Private Wealth Management Forum
July 22-24, 2013 | Newport, Rhode Island
Natasha Pearl, Panel Moderator – Generational Conflict: Is It War, Or Can Families Find Peace?
Hosted By: Opal Financial Group
Family Office Leadership Summit, USA
June 27, 2013 | New York, New York
Natasha Pearl, Speaker – Family Office Case Study: Successfully Managing Family Dynamics
Hosted By: Family Office Intelligence
Family Office Winter Forum
March 4, 2013 | New York, New York
Natasha Pearl, Co-Chair and Panel Moderator – Generational Conflict: Is It War, Or Can Families Find Peace?
Hosted By: Opal Financial Group
National Family Office Forum
January 29-30, 2013 | Los Angeles, California
Natasha Pearl, Speaker – The Essentials: The Tools Every Family Office Should Invest In
Hosted By: World Research Group
2012
Stewardship in a Time of Change
November 8-9, 2012 | Atlanta, Georgia
Natasha Pearl, Speaker – Protecting the Home Front: Best Practices in Security and Private Staff
Hosted By: Gleneagles and Haven Partners
Family Office and Private Wealth Management Forum West
October 24-26, 2012 | Napa Valley, California
Natasha Pearl, Co-Chair & Panel Moderator – Fortifying the Family’s Defenses: Best Practices in Asset Protection
Hosted by: Opal Financial Group
National Family Office Private Forum
September 20-21, 2012 | Boston, Massachusetts
Natasha Pearl, Co-Chair
Hosted by: World Research Group
The 10th Anniversary Family Office Symposium
May 7-8, 2012 | Southampton, Bermuda
Natasha Pearl, Panel Moderator – The New Generation: How Younger Family Members are Handling Significant Wealth
Hosted by: Financial Research Associates
Private Asset Management Breakfast
April 19, 2012 | Harvard Club of New York City, New York
Natasha Pearl, Speaker – Success Strategies for Advisors to $300MM+ UHNW Clients
Hosted by: PAM
Annual Trust, Tax & Estate Planning Forum: Planning for the Next Generation
March 2, 2012 | New York, New York
Natasha Pearl, Co-Chair & Panel Moderator – Asset Protection Strategies: The Role of the Family Office
Hosted by: Opal Financial Group
Family Office Summit West
January 30-February 1, 2012 | California
Natasha Pearl, Panel Moderator – Building the Most Optimal Governance Structure for Your Family Office: The Do’s and Don’ts of Prosperous Governance
Hosted by: World Research Group
2011
Family Office & Private Wealth Management Forum
November 7-9, 2011 | Santa Rosa, California
Natasha Pearl, Co-Chair & Panel Moderator – Giving Smart and From the Heart: Best Practices in Family Philanthropy
Hosted by: Opal Financial Group
Family Office Summit Latin America
September 27-28, 2011 | Sao Paulo, Brazil
Natasha Pearl – Secrets of Successful Families: Improving Quality of Life While Reducing Risk and Disappointment
(Closed-Door Private Family Breakfast*)
*This private session focused on finding the right schools, colleges and real estate for families, and an important way families can prepare for emergencies. Ms. Pearl shared secrets of success and lessons learned, and how families can avoid mistakes and improve lifestyle decisions.
Hosted by: World Research Group
Family Office & Private Wealth Management Forum: The Race for Returns
July 18-20, 2011 | Newport, Rhode Island
Natasha Pearl, Panel Moderator – Protect, Defend and Above All, Preserve: Cutting Edge Strategies for Asset Protection
Hosted by: Opal Financial Group
2010
The Ninth Annual Family Office Symposium
October 5-6, 2010 | Fairmont Turnberry Isle Resort, Aventura, Florida
Natasha Pearl, Speaker – Applying Corporate Business Principles to the Family: The Secret Path to Wealth Preservation
Hosted by: Financial Research Associates
Private Breakfast
September 28, 2010 | Aston Pearl Offices, New York, New York
Hope for the Best; Prepare for the Worst: What Every Family Should Know About Surviving a Catastrophe
Hosted by: Aston Pearl (by invitation only)
Family Office & Private Wealth Management Forum: The Race for Returns
July 21-23, 2010 | Newport, Rhode Island
Natasha Pearl, Speaker at Consultant Roundtable – Matching Clients' Requirements to Consultants' Capabilities
Hosted by: Opal Financial Group
Best Practices for Private Staff and Residential Operations Management
July 16, 2010 | The Delamar Hotel, Greenwich, Connecticut
Hosted by: Aston Pearl (by invitation only)
Family Office Association Summer Global Summit
July 15, 2010 | Greenwich Country Club, Greenwich, Connecticut
Hope for the Best But Prepare for the Worst: What Every SFO and Family of Wealth Should Know About Surviving a Disaster
Hosted by: Family Office Association
Spring Forum for Private Investors
May 26-27, 2010 | St. Regis Hotel, New York, New York
Natasha Pearl, "Griller" – The Grill: Outsourced Concierge Services for the Family
Hosted by: Institute for Private Investors
Metcircle Members Luncheon
April 7, 2010 | New York, New York
Natasha Pearl, Panel Moderator – New Dimensions of Family Security
Hosted by: Tiedemann Trust
NMS Family Office Forum
March 7-10, 2010 | Ritz-Carlton Hotel, Manalapan, Florida
Natasha Pearl, Speaker – Private Staff: Best Practices to Improve Your Quality of Life, While Reducing Risk and Cost
Hosted by: NMS Management
2009
The Family Office Symposium
September 23-25, 2009 | Fairmont Turnberry Isle Resort, Aventura, Florida
Natasha Pearl, Speaker – Effective Techniques to Manage Private Staff and Residential/Personal Affairs
Hosted by: Financial Research Associates
Family Office & Private Wealth Management Forum
July 8-10, 2009 | Newport, Rhode Island
Natasha Pearl, Speaker – Family Office Consultant and Advisor Roundtable
Hosted by: Opal Financial Group
Spring 2009 Family Office Luncheon Series
Aston Pearl Offices, New York, New York
May 6, 2009 – Safe and Sound - What Every Family Should Know about Wellness, Medical Care and Security
April 29, 2009 – Best Practices in Recruiting, Managing, and Retaining Private Staff
April 15, 2009 – Stem Cell Research - The Road Ahead and What it Means for My Family
Hosted by: Aston Pearl (by Invitation Only)
CEO Roundtable
April 22, 2009 | The James Hotel, Chicago, Illinois
Natasha Pearl, Speaker – The Fine Art of Vetting Outsource Providers
Hosted by: The Family Wealth Alliance
2008
Advanced Planning: Domestic & International Trusts
May 22-23, 2008 | Millennium Broadway Hotel, New York, New York
Natasha Pearl, Speaker – Hopes, Dreams, and Desires: The 'Soft Side' of Trusts and Advanced Planning
Hosted by: Financial Events International
May 14, 2008 | Palm Beach, Florida
May 15, 2008 | Miami, Florida
Natasha Pearl, Speaker – Lifestyle Management Issues
Hosted by: TIGER 21
2007
Wealth Management Fall Forum - New York Society of Security Analysts (NYSSA)
November 8, 2007 | New York, New York
Natasha Pearl, Speaker – “Soft Services” and their Role in Wealth Management
Hosted by: NYSSA
Metropolitan Circle
November 7, 2007 | The Rubin Museum, New York, New York
Natasha Pearl, Speaker – The Challenge of Art Collecting in the Current Environment
October 30 and November 1, 2007 | Aston Pearl Offices, New York, New York
By Invitation Only - Aston Pearl hosted DONUM Elite Gifting
The Families in Business Conference
October 12, 2007 | Metropolitan Club, New York, New York
Natasha Pearl, Speaker – The Future of the Family Business
Hosted by: Campden Conferences
Multi-Family Office (MFO) Fall Forum
September 25-27, 2007 | The James Hotel, Chicago, Illinois
Natasha Pearl, Panel Moderator – Life Management Offerings
Hosted by: The Family Wealth Alliance
Family Office & Wealth Preservation Conference
September 24-25, 2007 | Geneva, Switzerland
Natasha Pearl, Speaker – How the Single Family Office Handles Lifestyle Issues for the Family
Hosted by: Financial Events International
May 9-10, 2007 | Millennium Broadway Hotel, New York, New York
Natasha Pearl, Speaker – How the Single Family Office Handles the 'Soft' Issues: What Can We Learn?
Hosted by: Financial Events International
Institutional Investor's Second Annual "Women and Wealth" Conference
May 8, 2007 | Harmonie Club, New York, New York
Natasha Pearl, Speaker – Practical Management Issues for the Home and Family, Including Private Staff, Travel and Medical Care
Hosted by: Institutional Investor and Private Asset Management
2006
October 17, 2006 | New York Yacht Club, New York, New York
Natasha Pearl, Panel Moderator – Fine and Rare: Secrets of the Experts on Wine, Art and Books
Hosted by: Lydian Wealth Management
September 20, 2006 | The TIGER 21 Townhouse, New York, New York
Natasha Pearl, Panel Moderator – Taking Ownership of Time: The Art and Science of Watch Collecting
Hosted by: TIGER 21
The High-Net-Worth Industry Awards
September 19, 2006 | Jumeirah Essex House, New York, New York
Aston Pearl honored for nomination as "Family Group of the Year”
Hosted by: Institutional Investor and Private Asset Management
The Family Office Symposium
April 23-25, 2006 | Fairmont Turnberry Isle Resort and Club, Aventura, Florida
Natasha Pearl, Speaker – Passion Investments: Focus on Art
Hosted by: Financial Research Associates (FRA)
March 16, 2006 | The New York Yacht Club, New York, New York
Natasha Pearl, Panel Moderator – Doing Good While Doing Well: Families and Philanthropy
Hosted by: Withers, Bergman LLP; Shelterwood Financial Services LLC, and Foundation Source
February 15, 2006 | The Links Club, New York, New York
Natasha Pearl, Panel Moderator – Whither the New York City Real Estate Bubble
Hosted by: Deutsche Bank
February 1, 2006 | The New York Yacht Club, New York, New York
Natasha Pearl, Panel Moderator – Managing a Minefield: The Heavy Legal and Fiduciary Responsibilities of a Family Trustee
Hosted by: Withers, Bergman LLP and Mahoney Cohen and Company, CPA, P.C.
2005
The World Luxury Congress
October 17-19, 2005 | Four Seasons Georges V, Paris, France
Natasha Pearl, Speaker – Exciting New Business Opportunities
May 4, 2005 | The New York Yacht Club, New York, New York
Natasha Pearl, Panel Moderator – Extraordinary Choices: The Future of Global Luxury Real Estate
Hosted by: Withers, Bergman LLP; Abercrombie & Kent Destination Clubs; Monteverdi; and Threshold Property Solutions
The Family Office Symposium
April 27-29, 2005 | The Turnberry Isle Resort, Aventura, Florida
Natasha Pearl, Panel Moderator – Investing in Non-Traditional Assets and Collectibles
Hosted by: Financial Research Associates (FRA)
March 31, 2005 | The TIGER 21 Townhouse, New York, New York
Natasha Pearl, Speaker – Best Practices and Lifestyle Management
Hosted by: TIGER 21
5th Annual Global Family Office Summit
March 21-23, 2005 | New York, New York
Natasha Pearl, Panel Moderator – Needs of the High Net Worth Family
Hosted by: IBC
The NMS Family Office Forum
March 6-9, 2005 | The Four Seasons Hotel, Palm Beach, Florida
Natasha Pearl, Speaker – What If You Could Invest In Your Life: A New Approach to Allocating Your Most Precious Assets, Your Time and Energy
Hosted by: NMS
2004
Taking Charge: Managing the Impact of Wealth on Your Family
November 9, 2004 | The Harvard Club, New York, New York
Featuring the Metropolitan Group, LLC
Hosted by: Aston Pearl, the Tiedemann Trust Company, and The BCRS Group/Marcum & Kliegman LLP
Extraordinary Changes in the Luxury Yacht Industry
October 14, 2004 | The New York Yacht Club, New York, New York
A discussion of the design, operation, management, regulations and insurance of luxury yachts in the 21st century
Hosted by: Aston Pearl and Marsh's Private Client Services
Current Choices in the Aviation Marketplace: Have It Your Way
March 16, 2004 | New York, New York
Hosted by: Aston Pearl, The BCRS Group/Marcum & Kliegman LLP, Marsh's Private Client Services, Tiedemann Trust Company and Withers Bergman LLP
2003
Strategic Outsourcing: A Conference for Top Wealth Managers
September 29-30, 2003
February 11-12, 2004
Chicago, Illinois and New York, New York
Natasha Pearl, Speaker – Strategies for Efficient and Effective Lifestyle Management: Optimizing the “Soft Side"
Reviewed key lifestyle management areas, including real estate, personal staff, art, jewelry, travel, and philanthropy. Discussed actionable strategies for saving time and money and improving quality of life. Described how to maximize the value of non-financial assets and services.
Family Office Management
Metropolitan Circle
August 20, 2003 | The Stanhope Hotel, New York, New York
Natasha Pearl, Speaker – Art, For Love or Money
Hosted by: Metropolitan Circle and Marsh's Private Client Services
Institute for Private Investors Spring Forum
May 22, 2003 | St. Regis Hotel, New York, New York
Natasha Pearl, Speaker – What If You Could Invest In Your Life?
The Institute for Private Investors provides innovative educational and networking resources to families with substantial assets and to their advisors. Forty percent of the Institute's members have assets in excess of $200mm. Ms. Pearl discussed strategies for maximizing the value of non-financial assets and services, from art and antiques to real estate, automobiles, travel, and personal staff. Her comments included real life examples of situations in which clients (with disguised identities) sought Aston Pearl's services and the results achieved. Ms. Pearl also led a discussion of attendees' needs and goals.