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Ms. Candice Beaumont
Candice Beaumont is Chief Investment Officer who runs L Investments, a single family office with an endowment style portfolio of public and private equity. She is an Advisory Board member of the...
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The 2014 Florida Family Office & Wealth Management Conference
In the heart of one of the world’s most important art happenings, DC Finance’s first Florida wealth management conference was held at the W hotel, a day before the opening of Art Basel and followed by...
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The 2015 Florida Family Office & Wealth Management Conference
In the heart of one of the world’s most important art happenings, DC Finance’s 2nd Florida wealth management conference was held at the Ritz Carlton hotel, a day before the opening of Art Basel and...
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The 2016 Florida Family Office & Wealth Management Conference
Join over 150 of the top high net worth individuals and family office executives in a unique setting brought to you by the producers of the East Coast Family Office conference. Enjoy our first tier...
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Ms. Katherine Fernandez Rundle
Katherine Fernandez Rundle is Miami-Dade County’s and Florida’s first Cuban-American State Attorney, having been re-elected seven times since 1993. She leads the fourth largest district attorney’s...
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Mr. Gabriel Groisman
Gabriel Groisman is an accomplished lawyer, writer, speaker, and the Mayor of Bal Harbour, Florida. Groisman has served as Mayor of Bal Harbour since November 2016, and previously served as a...
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Ms. Deisree Patno
Named the highest-ranking woman and 4th overall Top Real Estate Influencer to Follow by Entrepreneur.com in 2017, Desirée Patno is a leader helping women establish strong economic foundations for the...
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Mayor Francis Suarez
Francis X. Suarez is the 33rd Mayor of the City of Miami. As the first Miami-born mayor, he is committed to working diligently to serve the residents of the community where he was born and raised....
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Mr. Ryan C. McDowell
Professional Experience Ryan joined Wells Fargo in 2012 and is currently the Real Estate Advisory Specialist for the Southeast Region within Real Estate Asset Management. Ryan works with clients with...
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Ms. Lori Myers
EXPERIENCE Lori is the Office Tax Managing Principal for the West Palm Beach office. She has more than 20 years of public accounting tax experience, concentrating her practice extensively on...
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Mr. Jason M. Cain
EXPERIENCE Jason has advised wealthy families on tax minimization, wealth preservation, and wealth management administration for more than 25 years. He is dedicated to demystifying the complexities of...
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Mr. Clifford H. Friedman
Clifford H. Friedman has filled roles ranging from Chairman, CEO, Founder, Board Member, Lead Investor, in addition to serving in various senior executive operational roles. Demonstrated history of...
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Mr. Sandro Salsano
Sandro Salsano is an Italian self-made entrepreneur, businessman, investor and philanthropist. Born in Lecco, Italy on September 25 1979, he grew up in Campania, Italy where he played basketball until...
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Ms. Katherine Hill Ritchie
Ms. Hill Ritchie has worked internally for several international single family offices and also as an external advisor to several prominent family offices and companies through her firm, Private...
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Ms. Jhana Senxian
Jhana Senxian, a Harvard-trained social anthropologist, is the Founder and CEO of The Guild — a powerful model of public/private partnership and a transformational urban sanctuary network & new...
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Ms. Liana Krupp
Liana Krupp is President and Trustee of the Krupp Family Foundation, which focuses its grant program on food justice, the arts and Jewish causes in the Boston area. She is deeply involved in the...
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Ms. Samira Salman
Samira Salman is the COO of a single family office based in Lancaster, PA; sits on the finance committee of the family’s charitable foundation, and is the founder of an advisory firm that works with...
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Mr. Jason Ma
Jason Ma is an influential G20 business and education leader. Ma is a preeminent next-generation leaders’ success coach/mentor and elite U.S. university admissions consultant, C-suite/boardroom...
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Mr. Marty Cass
EXPERIENCE Marty Cass is BDO’s Southeast Region Private Client Services practice leader. He has more than 30 years of experience providing innovative tax services and financial advice to business...
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