Family Wealth Roundtable

First Long Island Investors, LLC




Thursday, September 27th, 2018

3:30 PM – 6:00 PM, followed by cocktails

Jericho Plaza Conference Center

Two Jericho Plaza

Jericho, NY


About the Event:
An exclusive event for FLI clients as part of our overall family wealth education and planning process.  The roundtable will focus on managing wealth, how to structure wealth, and how to foster healthy dialogue within families about the responsibilities and privileges that come with being wealthy.
Who Should Attend:  
Any family members who would like to understand more about investment management and family wealth planning strategies.  This is a great event to attend with your adult children as a way to introduce them to concepts that surround wealth.
Agenda Highlights:  
Investment Management Skills

Having wealth does not mean you understand money, finances, or investing as much as you would like.  This session will focus on simplifying financial complexity to help you achieve clarity and control in building wealth to achieve your family’s goals.  

How to Keep More of Your Family’s Wealth

There are a number of options when it comes to structuring and transferring wealth.  This session will review best practices for stewarding wealth to successfully pass assets to the next generation while minimizing gift and estate tax liability, preserving and protecting wealth, and ensuring that assets are used as you wish.  

Philanthropic Giving

There are a number of different ways to make philanthropic gifts.  This session will cover various strategies and highlight the key features of each.


The Family Wealth Roundtable will be led by key members of the FLI Management Team across our Investment Committee and Legal and Taxation departments.