Insights

On March 8, Scott Beach will participate in a panel presentation entitled "Family Office Megatrends" at the 2019 Family Office Association (FOA) National Summit in Palm Beach, FL. Along with Jon Carroll and Jim Brennan of Ernst & Young and Giovanni Maso of Citco, Scott will discuss principal concerns facing family offices, including sustainability, succession, risk and insourcing/outsourcing.

Throughout the year, FOA offers exclusive programming for family members and their single family offices around the world. In January, at FOA's Miami Retreat, Scott moderated a presentation covering strategies for using life insurance in estate and tax planning and as a tool in executive compensation for family offices.