Private Trust Companies and Families: Value, Impact, Challenges, Outcomes – 17 March 2020

Host group
Host Left
Hosted by
STEP San Diego
Event Type
Meeting/Seminar
Date
-
Venue

Northern Trust
4747 Executive Drive
Suite 1100
San Diego, CA 92121
United States of America

Private Trust Companies and Families: Value, Impact, Challenges, Outcomes

Speaker: Laurent Roux, Founder/CEO of Gallatin Wealth Management, LLC

Laurent Roux, Founder and CEO of Gallatin Wealth Management, LLC, will provide an introduction to private trust companies, as well as their values, impact, challenges and outcomes.

Laurent Roux has over 38 years of experience working with families and family offices worldwide. Activities range from strategic wealth management – family legacy and stewardship, family dynamics and organization, family office construction, coordination, trouble-shooting and consulting, to international asset management, asset allocation, portfolio management, manager selection, performance reviews, mutual fund administration and global custody. He is a Principal and owner of the Willow Street Group and WS Trust Company in Jackson, WY. He was a Director and Managing Director at Pictet & Cie, Private Bankers, Geneva, Switzerland and a number of its international affiliates during his 25 years at his family’s firm. In 2005 he returned to the US and founded Gallatin Wealth Management, a Wyoming LLC. The firm is a wealth management advisory and consultancy which acts as the trusted advisor to families, family offices and mfo’s. Laurent holds a JD degree from California Western School of Law in San Diego (1980), received a BA from the Univ of Colorado with majors in History and Political Science in 1976, and attended the Graduate Institute of International Studies Masters program in Geneva. Laurent is has been a board member of the Family Firm Institute, serves on the Board of the East West Institute, a global conflict prevention think and do tank, and the Family Office Association, and holds other Board, Adv Board, and Investment Committee positions. He has spoken at numerous forums in Asia, Australia, Europe and the US, lectures and writes on family wealth advising, family offices, private banking, and Trusts.

WHO SHOULD ATTEND? We encourage all current STEP members, applicants and estate and trust professionals (including but not limited to attorneys, accountants, trust officers, and other providers of ancillary services in the estate planning area) considering STEP membership to attend.

Cost group
Event Cost
Pound Sterling
25.00
STEP Members
Pound Sterling
35.00
Non-Members
Schedule
12:00 - 13:30
CPD Points
CPD Certificates are not automatically supplied following an event. Should you require a CPD certificate confirming your attendance at an event please contact the person on the calendar listing to request this.
This program is approved for 1.0 General MCLE Credit
Contact
Xavier Maldonado
-
[email protected]
Add to Calendar 2020-03-17 06:00:00 2020-03-17 23:59:00 Private Trust Companies and Families: Value, Impact, Challenges, Outcomes – 17 March 2020 Private Trust Companies and Families: Value, Impact, Challenges, Outcomes Speaker: Laurent Roux, Founder/CEO of Gallatin Wealth Management, LLC Laurent Roux, Founder and CEO of Gallatin Wealth Management, LLC, will provide an introduction to private trust companies, as well as their values, impact, challenges and outcomes. Laurent Roux has over 38 years of experience working with families and family offices worldwide. Activities range from strategic wealth management – family legacy and stewardship, family dynamics and organization, family office construction, coordination, trouble-shooting and consulting, to international asset management, asset allocation, portfolio management, manager selection, performance reviews, mutual fund administration and global custody. He is a Principal and owner of the Willow Street Group and WS Trust Company in Jackson, WY. He was a Director and Managing Director at Pictet & Cie, Private Bankers, Geneva, Switzerland and a number of its international affiliates during his 25 years at his family’s firm. In 2005 he returned to the US and founded Gallatin Wealth Management, a Wyoming LLC. The firm is a wealth management advisory and consultancy which acts as the trusted advisor to families, family offices and mfo’s. Laurent holds a JD degree from California Western School of Law in San Diego (1980), received a BA from the Univ of Colorado with majors in History and Political Science in 1976, and attended the Graduate Institute of International Studies Masters program in Geneva. Laurent is has been a board member of the Family Firm Institute, serves on the Board of the East West Institute, a global conflict prevention think and do tank, and the Family Office Association, and holds other Board, Adv Board, and Investment Committee positions. He has spoken at numerous forums in Asia, Australia, Europe and the US, lectures and writes on family wealth advising, family offices, private banking, and Trusts. WHO SHOULD ATTEND? We encourage all current STEP members, applicants and estate and trust professionals (including but not limited to attorneys, accountants, trust officers, and other providers of ancillary services in the estate planning area) considering STEP membership to attend. Northern Trust 4747 Executive Drive Suite 1100 San Diego, CA 92121 United States of America STEP San Diego STEP San Diego Europe/London public