Events Current & Past

July 24-26, 2017

Newport, Rhode Island

Family Office & Private Wealth Management Forum

Natasha Pearl, Panel Moderator - Engaging the Next Gen to be Stewards of the Family Legacy

Hosted by: Opal Financial Group

October 26-28, 2016

Napa, California

Family Office & Private Wealth Management Forum West 2016

Natasha Pearl, Co-Chair

Hosted by: Opal Financial Group

April 28, 2016

New York, New York

EMM Evenings: Million Dollar Mistakes

Natasha Pearl, Speaker: Mistakes Families Make

Hosted by: Executive Monetary Management, LLC

March 8, 2016

New York, New York

Family Office Winter Forum

Natasha Pearl, Co-Chair

Hosted by: Opal Financial Group

February 25, 2016

New York, New York

The Single Family Office Summit

Natasha Pearl, Speaker: Mistakes Families Make

Hosted by: Wilson Conferences

December 7-8, 2015

New York, New York

Family Office Risk Management Summit

Natasha Pearl, Speaker - Personal Security Risk: Disturbing Realities and How to Mitigate

Hosted By: Financial Research Associates, LLC

November 4, 2015

New York, New York

EisnerAmper Private Wealth & Family Office Summit

Natasha Pearl, Speaker - Eldercare: Strategies for Success

Hosted By: EisnerAmper – By Invitation Only

October 28-30, 2015

Napa, California

Family Office and Private Wealth Management – West

Natasha Pearl, Co-Chair

Hosted By: Opal Financial Group

July 20-23, 2015

Newport, Rhode Island

Family Office & Private Wealth Management Forum: “The Race for Returns”

Natasha Pearl leads session in keynote workshop

Hosted By: Opal Financial Group

June 8-9, 2015

New York, New York

SFO Wealth Operations & Performance

Natasha Pearl, Speaker: Internal Controls, Accounting, and Administration

Hosted By: Financial Research Advisors LLC

March 10, 2015

New York, New York

Family Office Winter Forum

Natasha Pearl, co-chair and panel moderator: The New High Impact Philanthropy

Hosted By: Opal Financial Group

February 9, 2015

New York, New York

SFO Summit

Natasha Pearl, Speaker: Structuring the SFO for success

Hosted By: Wilson Conferences

January 22-23, 2015

New York, New York

Women & Wealth Conference

Natasha Pearl, Speaker: Strategy, Checklists, Calendar and Manuals: The Benefits of Proactive Management

Hosted By: Gleneagles Group

November 6, 2014

Atlanta, Georgia

Gleneagles Group 3rd Annual One Day Conference

Natasha Pearl, Panel Participant: Special Considerations for Women of Significant Wealth.

Hosted By: Financial Research Advisors

July 21-23, 2014

Newport, Rhode Island

Family Office & Private Wealth Management Forum: “The Race for Returns”

Natasha Pearl, Panel Moderator: What Every Family Should Know About Luxury Travel and the Benefits: A Lifestyle Discussion

Hosted By: Opal Financial Group

June 5-6, 2014

New York, New York

Sustainable Family Office Operations and Management

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

June 4, 2014

New York, New York

Private Single Family Office Luncheon

By Invitation Only

What Your Family Needs to Know: Cyber Security, Estate Management, Private Staffing and More

Natasha Pearl, Speaker

Hosted by: Insite Securities and Aston Pearl

March 12, 2014

New York, New York

Family Office Winter Forum

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

December 6, 2013

New York, New York

Citigroup Family Office Luncheon – invitation only closed event

Natasha Pearl, Speaker: "Private Aviation: Myths and Reality"

Hosted By: Citigroup

November 5, 2013

Rye, New York

Fall Global Summit

Natasha Pearl, Panel Moderator: “Myths and Realities of Private Aviation Today”

Hosted By: Family Office Association (FOA)

October 23-25, 2013

Napa, California

Family Office and Private Wealth Management Forum - West

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

July 22-24, 2013

Newport, Rhode Island

Family Office & Private Wealth Management Forum

Natasha Pearl, Panel Moderator: “Generational Conflict: Is It War, Or Can Families Find Peace?”

Hosted By: Opal Financial Group

June 27, 2013

New York, New York

Family Office Leadership Summit, USA

Natasha Pearl, Speaker:“Family Office Case Study: Successfully Managing Family Dynamics”

Hosted By: Family Office Intelligence

March 4 2013

New York, New York

Family Office Winter Forum

Natasha Pearl, Co-Chair and Panel Moderator: “Generational Conflict: Is It War, Or Can Families Find Peace?”

Hosted By: Opal Financial Group

January 29-30 2013

Los Angeles, California

National Family Office Forum

Natasha Pearl, Speaker:“The Essentials: The Tools Every Family Office Should Invest In”

Hosted By: World Research Group

November 8-9 2012

Atlanta, Georgia

Stewardship in a Time of Change

Natasha Pearl, Speaker:“Protecting the Home Front: Best Practices in Security and Private Staff"

Hosted By: Gleneagles and Haven Partners

October 24-26, 2012

Napa Valley, California

Family Office and Private Wealth Management Forum West

Natasha Pearl, Co-Chair & Panel Moderator:“Fortifying the Family’s Defenses: Best Practices in Asset Protection”

Hosted by: Opal Financial Group

September 20-21, 2012

Boston, Massachusetts

National Family Office Private Forum

Natasha Pearl, Co-Chair

Hosted by: World Research Group

May 7-8, 2012

Southampton, Bermuda

The 10th Anniversary Family Office Symposium

Natasha Pearl, Panel Moderator: "The New Generation: How Younger Family Members are Handling Significant Wealth"

Hosted by: Financial Research Associates

April 19, 2012

Harvard Club of New York City

Private Asset Management Breakfast

Natasha Pearl, Speaker: “Success Strategies for Advisors to $300MM+ UHNW Clients”

Hosted by: PAM

March 2, 2012

New York, New York

Annual Trust, Tax & Estate Planning Forum: Planning for the Next Generation

Natasha Pearl, Co-Chair & Panel Moderator: "Asset Protection Strategies: The Role of the Family Office"

Hosted by: Opal Financial Group

January 30-February 1, 2012

California

Family Office Summit West

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

November 7-9, 2011

Santa Rosa, California

Family Office & Private Wealth Management Forum

Natasha Pearl, Co-Chair & Panel Moderator: "Giving Smart and From the Heart: Best Practices in Family Philanthropy"

Hosted by: Opal Financial Group

September 27-28, 2011

Sao Paulo, Brazil

Family Office Summit Latin America

Natasha Pearl: Closed Door Private Family Breakfast

"Secrets of Successful Families: Improving Quality of Life While Reducing Risk and Disappointment
" 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

July 18-20, 2011

Newport, Rhode Island

Family Office & Private Wealth Management Forum: The Race for Returns

Natasha Pearl, Panel Moderator: "Protect, Defend and Above All, Preserve: Cutting Edge Strategies for Asset Protection"

Hosted by: Opal Financial Group

October 5-6, 2010

Fairmont Turnberry Isle Resort, Aventura, Florida

The Ninth Annual Family Office Symposium

Natasha Pearl, Speaker: "Applying Corporate Business Principles to the Family: The Secret Path to Wealth Preservation"

Hosted by: Financial Research Associates

September 28, 2010

Aston Pearl Offices, New York

Private Breakfast

"Hope for the Best; Prepare for the Worst: What Every Family Should Know About Surviving a Catastrophe"

Hosted by: Aston Pearl (by invitation only)

July 21-23, 2010

Newport, Rhode Island

Family Office & Private Wealth Management Forum: The Race for Returns

Natasha Pearl, Speaker at Consultant Roundtable: "Matching Clients' Requirements to Consultants' Capabilities"

Hosted by: Opal Financial Group

July 16, 2010

The Delamar Hotel, Greenwich, Connecticut

"Best Practices for Private Staff and Residential Operations Management"

Hosted by: Aston Pearl (by invitation only)

July 15, 2010

Greenwich Country Club, Greenwich, Connecticut

Family Office Association Summer Global Summit

"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

May 26-27, 2010

St. Regis Hotel, New York City

Spring Forum for Private Investors

Natasha Pearl, "Griller": "The Grill: Outsourced Concierge Services for the Family"

Hosted by: Institute for Private Investors

April 7, 2010

New York City

Metcircle Members Luncheon

Natasha Pearl, Panel Moderator: "New Dimensions of Family Security"

Hosted by: Tiedemann Trust

March 7-10, 2010

Ritz-Carlton Hotel, Manalapan, Florida

NMS Family Office Forum

Natasha Pearl, Speaker: "Private Staff: Best Practices to Improve Your Quality of Life, While Reducing Risk and Cost"

Hosted by: NMS Management

September 23-25, 2009

Fairmont Turnberry Isle Resort, Aventura, Florida

The Family Office Symposium

Natasha Pearl, Speaker: "Effective Techniques to Manage Private Staff and Residential/Personal Affairs"

Hosted by: Financial Research Associates

July 8-10, 2009

Newport, Rhode Island

Family Office & Private Wealth Management Forum

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

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)

April 22, 2009

The James Hotel, Chicago

CEO Roundtable

Natasha Pearl, Speaker: "The Fine Art of Vetting Outsource Providers"

Hosted by: The Family Wealth Alliance

May 22-23, 2008

Millennium Broadway Hotel, New York

Advanced Planning: Domestic & International Trusts

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

November 8, 2007

New York, New York

Wealth Management Fall Forum - New York Society of Security Analysts (NYSSA)

Natasha Pearl, Speaker: “’Soft Services’ and their Role in Wealth Management”

Hosted by: NYSSA

November 7, 2007

The Rubin Museum, New Yorkv

Metropolitan Circle

Natasha Pearl, Speaker: "The Challenge of Art Collecting in the Current Environment"

October 30 and November 1, 2007

Aston • Pearl Offices, New York

By Invitation Only - Aston Pearl hosted DONUM Elite Gifting

October 12, 2007

Metropolitan Club, New York

The Families in Business Conference

Natasha Pearl, Speaker: "The Future of the Family Business"

Hosted by: Campden Conferences

September 25-27, 2007

The James Hotel, Chicago

Multi-Family Office (MFO) Fall Forum

Natasha Pearl, Panel Moderator: "Life Management Offerings"

Hosted by: The Family Wealth Alliance

September 24-25, 2007

Geneva, Switzerland

Family Office & Wealth Preservation Conference

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

Natasha Pearl, Speaker: "How the Single Family Office Handles the 'Soft' Issues: What Can We Learn?"

Hosted by: Financial Events International

May 8, 2007

Harmonie Club, New York

Institutional Investor's Second Annual "Women and Wealth" Conference

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

October 17, 2006

New York Yacht Club, 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

Natasha Pearl, Panel Moderator: "Taking Ownership of Time: The Art and Science of Watch Collecting"

Hosted by: TIGER 21

September 19, 2006

Jumeirah Essex House, New York

The High-Net-Worth Industry Awards

Aston Pearl honored for nomination as "Family Group of the Year"

Hosted by: Institutional Investor and Private Asset Management

April 23-25, 2006

Fairmont Turnberry Isle Resort and Club, Aventura, Florida

The Family Office Symposium

Natasha Pearl, Speaker: "Passion Investments: Focus on Art"

Hosted by: FRA, www.frallc.com

March 16, 2006

The New York Yacht Club, 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

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

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.

October 17-19, 2005

Four Seasons Georges V, Paris

The World Luxury Congress

Natasha Pearl, Speaker: "Exciting New Business Opportunities"

May 4, 2005

The New York Yacht Club, 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

April 27-29, 2005

The Turnberry Isle Resort, Aventura, Florida

The Family Office Symposium

Natasha Pearl, Panel Moderator: "Investing in Non-Traditional Assets and Collectibles"

Hosted by: Financial Research Associates, www.frallc.com

March 31, 2005

The TIGER 21 Townhouse, New York

Natasha Pearl, Speaker: "Best Practices and Lifestyle Management"

Hosted by: TIGER 21

March 21-23, 2005

New York City, NY

5th Annual Global Family Office Summit

Natasha Pearl, Panel Moderator: "Needs of the High Net Worth Family"

Hosted by: IBC, www.ibcusa.com

March 6-9, 2005

The Four Seasons Hotel, Palm Beach, Florida

The NMS Family Office Forum

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, www.nmsmanagement.com

November 9, 2004

The Harvard Club, New York City

"Taking Charge: Managing the Impact of Wealth on Your Family

Featuring the Metropolitan Group, LLC

Hosted by: Aston Pearl, the Tiedemann Trust Company, and The BCRS Group/Marcum & Kliegman LLP

October 14, 2004

The New York Yacht Club, New York City

Extraordinary Changes in the Luxury Yacht Industry

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

March 16, 2004

New York City

"Current Choices in the Aviation Marketplace: Have It Your Way"

Hosted by: Aston Pearl, The BCRS Group/Marcum & Kliegman LLP, Marsh's Private Client Services, Tiedemann Trust Company and Withers Bergman LLP

September 29-30, 2003

February 11-12, 2004

Chicago and New York City

Strategic Outsourcing: A Conference for Top Wealth Managers

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

August 20, 2003

The Stanhope Hotel, New York

Metropolitan Circle

Natasha Pearl, Speaker: "Art, For Love or Money”

Hosted by: Metropolitan Circle and Marsh's Private Client Services

May 22, 2003

St. Regis Hotel, New York City

Institute for Private Investors Spring Forum

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.