Schedule, Spotlight & Workshops
Boston Conference Schedule
Our event schedule is now live! Within the schedule, you can find details on:
View or download the schedule here.
June Spotlight #1
Our first June Member Spotlight is Lou Robinson, TEP , CEO and President of Alliance Trust Company of Nevada , and our exclusive fiduciary and custodial services advisor in Nevada.
In the piece, Lou discusses Nevada’s very progressive state laws on trusts, allowing him to build a successful business helping individuals and families by offering a broad range of trust administration services. This has enabled Lou to become a senior player in Nevada’s trust circles, utilising his expertise and full understanding of the favourable legislation and protection for trust assets for the benefit of his clients.
When Lou is not immersed in his work, his main passion is golfing and international travel. He values the importance of taking his children to see and experience different cultures and perspectives.
Read the full Spotlight here.
Upcoming Boston Workshops
During our upcoming ‘On the Road’ conference in Boston, some of our sponsors and trusted partners are running workshops that are available for you to join.
Gravis Law, PLLC - Navigating the Future of Blockchain and Investment- they are hosting alongside Boston Blockchain Association
In this panel discussion moderated by Jill Williamson, industry experts will unravel the complexities of blockchain use cases and industry trends and dissect the key differences between typical VC/Angel investment deals in more traditional companies and investment deals in blockchain companies. Attend this engaging conversation to leave with practical insights on how to better serve your clients in this rapidly changing world of blockchain and investing.
领英推荐
International Succession Planning Association - Grow Your High-Net Worth Business Owner Practice
Providing IR Global members with strategies for client retention & acquisition, building your own network, and comprehensive succession planning.
Join our Trusted Partner, the ISPA, for an empowering workshop designed exclusively for members who are looking to enhance their practice through growing their business transition and succession planning offerings. The session is ideal for those who aim to offer more comprehensive services to high-net-worth business owners, retain and increase client acquisition, and expand their strategic/referral partner networks.
Clio - Cloud-Based Legal Technology - Navigating Burnout & Prioritising Well-Being
Finding balance can seem impossible. During this workshop, Clio will equip you the practical strategies to combat burnout and prioritise well-being. They will focus on topics such as what is burnout and how do we identify burnout triggers, can a busy firm really prevent burnout, what does prioritising well-being in a successful firm look like and how do we commit to proactive self-care on top of everything else.
If you’d like to attend any of these workshops, please email [email protected] to register your place.?
Member News
We have more member news for you. It’s a great place to head for a lunchtime read, whilst you’re on the train, or even as a quick break from bingeing your favourite show.
Some recent articles include:
If you would like to submit your own news piece to feature on your profile, then please send it directly to [email protected].
Visit our news page to browse and read more.