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The East Coast Family Office & Wealth Management Conference 2015


Following a sold out 2014 event, we are proud to present our 3rd conference for the area's top UHNWI and SFOs at the Union League Club. We offer not only cutting edge education but also a networking platform for local and international families you won't meet anywhere else.



Come meet families just like you, from the US as well as from the other side of the Atlantic. families who seek investments, partners, or just good friendships. Gain valuable insights and learn fresh innovative ideas from a distinguished panel of experts from all across the globe speaking on a variety of unique topics. This is not your average wealth management event.

More than 200 Single Family Office Executives and Ultra High Net Worth family members, representing more than $100 Billion under management, took part in last year's event. Statistics can be found here.


85% of our attendees are SFOs and ultra high net worth Individuals family members. Very strict guidelines are keeping this ratio intact and a thorough due diligence process is being made with each attendee.


Our events bring together American and International UHNWI, HNWI and SFOs, who enjoy the best speakers in the fields of oil and gas investments, real estate, homeland security, high tech investments, philanthropy, private family banks, families in business, direct investing, family office, estate planning, trusts and other various investment alternatives.



Confirmed speakers for the 2015 conference include:



Mr. Uri Levine, Co-Founder, Waze & Feex


Mr. Howard Cooper, CEO, Cooper Family Office


Mr. Tal Kerret, President, Silverstein Properties


Ambassador Kurt Volker, Executive Director, The McCain Institute for International Leadership; Former U.S. Ambassador to NATO


Dr. Peter Pry, Executive Director, Task Force on National and Homeland Security


Mr. Herbert London, President, Hudson Institute NY


Ms. Lisa Firestone Von Winterfeldt, Founder, Firestone von Winterfeldt Family Fund


Mr. Gary Mendell, Founder, Shatterproof


Mr. Ronald Bruder, Founder and Chairman, Education For Employment (EFE)


Mr. Larry Birchall, President & Portfolio Manager, Longbow



Last Year's Speakers include:


Mr. Yalkin Demirkaya, President, Cyber Diligence, Inc. Former Detective Commander of Cyber Crimes, NYPD


Ms. Lisa Firestone Von Winterfeldt, Founder, Firestone von Winterfeldt Family Fund


Mr. Erik Wachtmeister, Founder, Best Of All Worlds


Mr. Joshua Rotbart, Managing Director of Malca-Amit Precious Metals (MAPM)


Countess Louise Wachtmeister, Founder, Best of all Worlds


Ms. Cathia Klimovsky, Owner, Eden Fine Art Gallery


Ms. Lauren Berger, CEO, The Lauren Berger Collection


Mr. Jack Hidary, Co-Founder, EarthWeb


Mr. Yaky Yanay, President & COO, Pluristem 


Mr. Howard Cooper, CEO, Cooper Family Office


Mr. Nimrod Elmish, CEO, I.G. Cardboard Technologies


Ms. Candice Beaumont, CIO, L. Investments


Mr. Damon J. Hemmerdinger, Co-President, ATCO


Mr. Michael Rutner, CIO, Pangea's Edge Holdings, Ltd. 


Mr. Ira Perlmuter, Head of Family Office Direct Investing, T5 Equity Partners


Mr. Andy Unanue, Managing Partner, AUA Private Equity Partners


Mr. Matt Womble, Co-Founder; Managing Director of Private Investments, EverWatch Capital


Mr. Thomas McFarland, COO, HBI, (AWF) and Multi-Generational philanthropist


Mr. Hendrik F. Jordaan, President & CEO, One Thousand & One Voices 


Ms. Sylvia Earle, Founder, Mission Blue


Mr. Patrick Bergin, CEO, African Wildlife Foundation


Ms. Kay Koplovitz, Founder, USA Networks


Mr. Martin J. Gross, Founder & President, Sandalwood Securities, Inc.


Mr. Erin Wicomb, Co-Founder & Managing Partner, The Mavrix Group : Mavrix Real Estate Opportunity Fund II


Ms. Wendy Craft, Executive VP and General Counsel,MFR Equity


Mr. Fred Zeidman, Founder & Principal, Zeidman Group


Ms. Joanie Bronfman, Consultant and Board Member, Tides Foundation


Mr. Steve Oyer, Senior member, Brookfield Asset Management Private Funds Team


Mr. Carl Moellenberg, Theater Producer and Film Producer, Broadway Productions


Ms. Wendy Federman, Exec VP/CEO, Dominion Pictures/Foolish Mortals Productions


Mr. Ricardo Hornos, Ph. D. Advisory Board, Dominion Group


Mr. Bobby Sain, CEO, Dominion Group


Ms. Jill N. Creager, J.D, Founder & CEO, Providence Family Offices, LLC


Mr. Yaron Kestenbaum, Managing Partner, Israel Infrastructure Fund


Mr. Adi Divgi, President & Chief investment Officer, EA Global


Ms. Veronica Varekova, Goodwill Ambassador, African Wildlife Foundation


Mr. Angelo J. Robles, Founder & CEO, Greenwich (FOA)


Mr. Greg Rand, Founder & CEO, OwnAmerica


Mr. Preston Tsao, Managing Member, Metcircle Networking LLC


Mr. Ran Goshen, MD, Ph.D. Founder & CEO, Eliaso  


Mr. Matti Leshem, founder & CEO, Protagonist


Mr. Michael Oliver Weinberg, Adjunct Associate Professor of Finance and Economics, Columbia Business School


Mr. Shlomo Grofman, Co-Chairman, Faire Fund - Shoval Grofman Real Estate


Mr. Nadav Kidron, Chief Executive Officer & Director, Oramed Pharmaceuticals  

Mr. Gordon "Grant" Curtis, Executive Director and Chief Investment Officer / SFO, CI Investments /Ticino Switzerland 


Dr. Efraim Chalamish, Prof./ Partner, NYU and IESE Business School / Forward Advisors 





2014 Reviews:

"OMG - everyone said it was the best conference of the year - you and the girls did it - the best - word is out. what a success, big win "


A Leading NYC SFO




"Thank you so much ! It was truly amazing. Top gun. Could not have been better. Nothing I would change. NOTHING! Fee was fare for all your detailed work. I am in for next year too"


Main Sponsor, LB Collection




"Probably one of the best FO events NYC has seen in years"


Attendee, Family Member




"I think the event was a success and everyone at the end appreciated your diligence checking out the various families at the end and keeping the phony ones out"


A Leading SFO




"I received a lot of value out of your last conference, I am definitely interested in being more a part of the next one"


Service Provider








DC Finance (Toll Free Number) 1-855-513-1113


Working hours: Sun-Thu 6:00 AM - 3:00 PM, EST. Fridays - Closed.