Monday, October 2, 2017
Thursday, June 1, 2017
Walters to Speak at Lion Street Trusted Advisor Conference
News Release
CROWN GLOBAL TO SPONSOR LION STREET INC.’S TRUSTED ADVISOR CONFERENCE ON JUNE 11-13 IN LAS VEGAS
GenSpring Family Offices’ Chris Walters to Present Session Focused on Best Practices of Multi-Generational Families
Crown Global Insurance Group LLC (“Crown Global” or the “Company”), a world leading provider of specialty insurance solutions for high net worth and institutional clients, today announced that its will serve as a sponsor for Lion Street Inc.’s Trusted Advisor Conference on June 11-13, 2017 in Las Vegas, Nevada. The annual conference is exclusively for Lion Street Owner-Firms and their invited guest Advisors to hear directly from top industry experts on the advanced planning solutions and market intelligence needed to navigate the complex world of financial advice for high-net-worth individuals and businesses.
Crown Global facilitated speaking participation by GenSpring Family Offices’ Chris Walters. Mr. Walters will present during a session on June 12th entitled TheBest Practices of Multi-Generational Families. A well regarded industry luminary he has over 25 years of wealth management experience and is focused on helping families sustain and enhance their wealth. As managing director of GenSpring’s Western Region, he oversees all aspects of the client experience across the Costa Mesa, Los Angeles and San Francisco family offices. A noted speaker on behavioral finance and family legacy planning, Mr. Walters has been quoted in Barron’s, The Wall Street Journal, Bloomberg and Business Week.
“The 2017 Lion Street Trusted Advisor Conference will focus on the latest challenges and solutions facing the industry, with the goal of amplifying opportunities for all market participants,” said Jay Judas, Managing Director of Crown Global. “Lion Street continues to deliver ‘best in class’ opportunities for its Owner-Firms, and Crown Global is delighted to once again participate in this valuable annual gathering.”
Monday, April 24, 2017
Wednesday, March 1, 2017
Trust & Estates Article
Trust & Estates article
A look ahead of the challenges facing families of wealth and the family office industry
Friday, January 27, 2017
Trump's cabinet is worth $14 BILLION - so no wonder they're living the lifestyles of the super-rich (down to forgetting to mention the odd $100 million, say experts)
Walters is quoted in this article, discussing the complexity inherent in tracking every asset a family owns.
READ THE ARTICLE HERE
Article appeared in The Daily Mail 1/27/17
READ THE ARTICLE HERE
Article appeared in The Daily Mail 1/27/17
Monday, January 16, 2017
West-coast millionaires looking for multi-family offices
A short article regarding the growing demand for family-office services in the western U.S.
Read Article Here
Read Article Here
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