EMM Wealth Provides Professional Insights, Expertise for NYC Conference Program Directors
- On
July 19 , Senior Vice PresidentRandy Kaufman spoke at the Impact Capitalism Summit, in Nantucket, on "The Minds They Are a Changin': Decision Making Styles Across Gender and Generation." - On
Sept. 19 , Senior Vice PresidentSusan Hartley Moss addressed theEstate Planning Council of New York City about the importance of selecting a state/state law that will govern a trust. - On
Sept. 27 , Senior Vice PresidentSalvatore Russo spoke at the Dorsey Annual Private Funds Symposium on the topic of ensuring fund manager due diligence. - On
Oct. 11 ,Randy Kaufman participated on theInter-generational Conversation Panel at the Family Wealth Report Impact Summit, speaking on the topic "Combining Returns with Purpose." - On
Oct. 19 ,Randy Kaufman will be participating in theNYC Sustainable Investment Conference as a panelist discussing strategies for ESG focused advisors. - On
Nov. 6 ,Randy Kaufman andSusan Hartley Moss will present "Brawl in the Family" at the Family Office Association New York City Summit.
Meeting planners and conference hosts who are interested in having an EMM Wealth specialist speak at their events can contact
ABOUT EMM WEALTH
EMM Wealth was founded in 1968, pioneering highly personalized, proactive wealth management services for affluent individuals and their families. A multi-family office, the firm works with clients across the country, providing comprehensive financial planning, fiduciary solutions and investment advisory services, including impact investing. EMM helps families with substantial wealth achieve financial security, peace of mind and an enduring legacy. For more information, visit www.EMMWealth.com.
Contact:
913-649-5009
[email protected]
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SOURCE EMM Wealth



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