2014 Speakers

Russ Alan Prince

Russ Alan Prince is one of the leading authorities within the private wealth industry. He regularly consults to the rich and super-rich concerning the mindset and behaviors that translate into extreme personal wealth creation.

Rick Flynn

Rick Flynn is a principal in Rothstein Kass’ New York office where he leads the firm’s Family Office Group. A lawyer and advanced planning specialist, Flynn advises high-net-worth clients on wealth enhancement, wealth transfer, and asset protection planning.

Dr. Daniel Carlin
Dr. Daniel Carlin

Dr. Daniel Carlin, M.D. established WorldClinic in 1998. Drawing on years of experience as a medical officer in the US Navy and later as an expatriate volunteer, he designed WorldClinic to meet the needs of people whose work and lifestyle frequently took them out of contact with modern medical care. Since then, Carlin has become a recognized leader in using the Internet and telecommunications to deliver quality medicine.

Steffi Claiden
Steffianna Claiden

CEO/Founder, Family Office Review & Family Office Capital Network
Steffianna Claiden is the CEO/founder of Family Office Review and Family Office Capital Network. FOR is the leading online magazine for global family offices, and FOCAPNET provides family offices and individuals with specialized sector information and research for private equity and alternative asset investing.

Hannah Shaw Grove
Hannah Shaw Grove

Author, Inside the Family Office
Hannah Shaw Grove is the author of Inside the Family Office: Managing the Fortunes of the Exceptionally Wealthy and The Family Office: Advising the Financial Elite. She consults to families with significant wealth and their closest advisors.

Frank Carone
Frank Carone

Partner with Abrams, Fensterman, LLP
Frank Carone is a partner with Abrams, Fensterman, LLP. Of his many responsibilities, he manages client relationships coordinating and leveraging the diverse resources of his law firm. Carone also facilitates complex negotiations and litigation His clients include ultra-high-net-worth individuals, family offices, corporations an governmental organizations.

Even Jehle
Evan Jehle

CPA, Principal at Rothstein Kass
Evan Jehle is a principal in Rothstein Kass’ Family Office Group. Based in the firm’s New York office, Evan provides accounting, tax and business consulting services to family offices and their members, privately held, family owned businesses and their owners, high-net-worth individuals, including celebrities and sports professionals, and hedge fund general partners and management companies.

Andrew J. O'Connell

Chief Executive Officer, Guidepost Solutions LLC
Andrew J. O’Connell, chief executive officer of Guidepost Solutions, is a former federal prosecutor and federal agent. O'Connell was an Assistant United States Attorney in the Southern District of New York, a litigation attorney and a Special Agent with the United States Secret Service. O'Connell is a member of the American Bar Association, International Bar Association, New York City Bar Association, Bar Association of the District of Columbia and the Federal Bar Council.

Edward A. Renn
Edward Renn

Edward Renn is a leading private client attorney. He is an internationally recognized provider of tax intelligent bright line transactions incorporating life insurance for the very wealthy.

Frank W. Seneco
Frank W. Seneco

President of Seneco & Associates
Frank W. Seneco is President of Seneco & Associates, an advanced planning boutique located in New Haven, Connecticut. He specializes in working with financial and wealth advisors to provide cuttingedge bright line transactions for financial elite clients such as major celebrities, hedge fund managers and successful business owners. Seneco’s co-author of Protecting the Family Fortune.

Brett Van Bortel
Brett Van Bortel

Director of Consulting Services with Invesco-VK Consulting
Brett Van Bortel is director of consulting services with Invesco-VK Consulting. His primary focus is on HNW Client Acquisition & Retention Strategies. Bortel presents programs on this topic to thousands of advisors each year and coaches thirty teams per year around non-competing professional COI referral cultivation.  He is the author of four books and is a regular contributor to Private Wealth Magazine.


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