Kevin Matz, Esq., CPA, LLM (taxation), is a partner in the Private Clients, Trusts and Estates Department at the national law firm of ArentFox Schiff LLP, based in its New York City office, where he co-chairs its Family Office Group.? Kevin?s practice is principally devoted to domestic and international estate and tax planning, family office services, estate administration and related litigation. Kevin earned his BS in Accounting from Lehman College (CUNY), his JD from Fordham University School of Law (where he was a Notes & Articles Editor of the Fordham Law Review) and his LLM in Taxation from New York University School of Law. Kevin is currently President of the NYCPA, and is a former chair of both its Estate Planning Committee and its Trust and Estate Administration Committee, the current chair of both the FAE Curriculum Committee and of the NYCPA Professional Liability Insurance Committee, and a past President of the FAE Board of Trustees.? In addition, Kevin is a Fellow of the American College of Trust and Estate Counsel (?ACTEC?), in which connection he is a past Chair of ACTEC?s Business Planning Committee, the current Vice-Chair of its Washington Affairs Committee and a member of ACTEC?s Board of Regents. Kevin is also currently the Treasurer of the Trusts and Estates Law Section of the New York State Bar Association, and the past Chair of the UJA-Federation of New York?s Trusts and Estates Group (for which he was its Honoree at its 2023 Annual Event). Kevin may be contacted at 914-380-2140 or kevin.matz@afslaw.com.

Wealth planning and preservation are central to Todd?s practice. He specializes in safeguarding and transitioning clients? assets for future generations in a tax efficient manner by implementing vehicles such as Sales to Grantor Trusts, Grantor Retained Annuity Trusts (GRATs), Carried Interest Transfer techniques, Family Limited Partnerships, and Preferred ?Freeze? Partnerships. With experience in investment structures, Todd assists national and international families and family offices in navigating complex transfer tax issues. With a particular focus on navigating complex estate and gift tax pitfalls under Chapter 14 of the Internal Revenue Code, he creates wealth transfer structures that are designed to preserve assets for families for multiple generations to come. Todd is committed to educating future generations about wealth preservation and its empowering effects on families. By creating efficient structures and providing insights into non-tax aspects of engagement by family members at different generations, he enables his clients to preserve family wealth while supporting their endeavors at multiple generations.

Before joining ArentFox Schiff, Tracy was a financial advisor with a registered investment advisory firm. Drawing on this experience, she understands how the estate plan fits within a client?s overall financial strategy. She was also an associate in the New York office of an elite international law firm. Tracy is a decorated combat veteran as well, serving five years in the United States Army.

Elisa Shevlin Rizzo is the Regional Chief Fiduciary Officer for the East Region of The Northern Trust Company. In that role, she oversees the delivery of fiduciary and advisory services by trust professionals along the East Coast and Florida and provides guidance and advice on fiduciary questions, risk management, trust administration and best practices. Elisa joined Northern Trust in 2017 as Senior Legal Counsel and Senior Fiduciary Officer for the Northeast and has also served as the Regional Chief Fiduciary Officer for The Northern Trust Company of Delaware. Previously, she was Managing Director, Trust Counsel and Director of Estate Administration at Fiduciary Trust Company International. Earlier in her career, Elisa was Counsel at Cummings & Lockwood LLC in Stamford, CT and an associate with Cadwalader, Wickersham & Taft in New York City.

Justin Miller is a Partner and National Director of Wealth Planning at Evercore Wealth Management and a Managing Director at Evercore Trust Company, where he works collaboratively with accountants, attorneys, and other advisors to provide comprehensive wealth planning advice to clients. Justin also is an adjunct professor at Golden Gate University School of Law, a Fellow of the American Bar Foundation, and a Fellow of the American College of Trust and Estate Counsel. In addition, he is a frequent speaker at major conferences, has published numerous articles, and is regularly quoted as an industry expert in the media. Justin received a B.A., with honors, from the University of California, Berkeley, and a J.D. and LL.M. in Taxation from New York University School of La

Julie Min Chayet, Managing Director, Wealth Director, collaborates with individuals, families, and their advisors to develop investment and wealth management plans. Julie has more than twenty-seven years? experience structuring solutions in estate planning, philanthropy, credit and lending, real property, elder care, business succession planning, family governance, and multi-generational asset management and wealth transfer. Before re-joining Fiduciary Trust International in 2022, Julie served as managing director of Bank of America Private Bank. During her tenure, she served as head of the trust department for Bank of America subsidiary U.S. Trust, supervising trust officers serving clients across Connecticut, Upstate New York, and Long Island. She previously worked at Fiduciary Trust International as a New York based managing director for ten years, providing counsel on complex trusts and estates and serving on the firm?s audit, investment, and risk management committees. Prior to that, Julie practiced law in both New York and Connecticut. As a seasoned leader of the legal community, she has served on the board of directors of the New York City Estate Planning Council, acted as president of the Fordham Law School Connecticut Alumni Chapter, and in 2021, she was named one of the Outstanding Women in Law honorees by Hofstra University?s Maurice A. Deane School of Law. Julie is an active member of the Asian American Bar Association of New York, New York State Bar Association-- Section on Trusts and Estates -- and National Asian Pacific American Bar Association, as well as its New York and Connecticut affiliates. Julie was recognized by the White House as a recipient of the President?s Volunteer Service Award from the Corporation for National and Community Service and Points of Light in 2018. In 2024, she was nominated for Franklin Templeton?s Charles B. Johnson Award recognizing her strong commitment to delivering excellent customer service to both internal partners and clients. Julie also served as president of the Haverford College Alumni Association and received the William E. Sheppard Award for exemplary alumni service given to Haverford College. She was elected to The Corporation of Haverford College in 2025. She is a member of the Advisory Council for the American Heart Association and volunteers for the Professional Advisory Council of Calvary Hospital. Julie is a member of the Wildlife Conservation Trust/Timber Owners of New England, a conservation organization in New Hampshire. Julie earned her juris doctor from Fordham University, received her master of public policy administration from Columbia University, and holds a bachelor?s degree in political science and East Asian studies from Haverford College

Abby Axelrod-Wunderman CAP, Philanthropic Director, Vice President Family Office Services, Foundations and Endowments is responsible for providing trusted guidance and customized solutions in philanthropic strategy, planning, and administrative support. She assists nonprofits and families in various areas including board governance and dynamics, rising-gen education, grantmaking, strategic visioning, fundraising and revenue diversification, and high impact-investing. She also serves as Chair of Philanthropy Planning for the firm. Prior to joining Fiduciary Trust International, Abby served as Director of Charitable Giving at the Community Foundation for Palm Beach and Martin Counties. Prior to that, she started a private family foundation for a top hedge fund manager. She has consulted for various national nonprofits across Florida, South Carolina, and Virginia and served on the boards of Impact the Palm Beaches and Elite Foundation. Currently she is an active member of New York Community Trust's Women's Advisory Council and a member of Philanthropy New York. She earned a First-Class Honors Bachelor of Arts (Summa Cum Laude) from the University of Kent in Canterbury, England, and a master?s degree from Winthrop University in South Carolina. She is also a certified Chartered Advisor in Philanthropy (CAP) from the American College of Financial Services.

Kate Huntington, Managing Director, Head of Advisory Solutions Group, leads the Advisory Solutions Group within Fiduciary Trust which brings comprehensive investment advisory solutions to ultra high net worth and institutional clients. Kate has an expertise in both private markets and sustainable investing and previously was the co-head of the research and manager selection team at Athena Capital Advisors. Kate?s prior roles include working as a Consulting Associate at Cambridge Associates where she supported consultants in managing, advising on, and reporting on a variety of institutional clients? investment portfolios. Kate started her career as a Research Analyst at Stonebridge Associates, a real estate investment and advisory firm, and then transitioned to economic consulting with both Capital Economics and LECG, where she was an Economist/Consultant providing economic analysis and market research to support high-profile anti-trust litigation. Kate earned her Master of Business Administration from Yale School of Management and her Bachelor of Arts in economics from University of Virginia. Kate is Co-author ?Diversity and Inclusion Framework, December 2019; Co-author ?Investing in Gender Equality, January 2018; Co-author ?Impact Investing: History & Opportunity, January 2017; Co-author ?Social Finance and the Postmodern Portfolio: Theory & Practice, Journal of Wealth Management (Spring 2016). Kate currently holds the Series 65 license and is active as a Member, Board of Trustees, Becket-Chimney Corners YMCA.

Lewis G. Mai, CFP?, EA, APMA?, Associate Wealth Planner, is a Wealth Planner with Fiduciary Trust International and partners with relationship and portfolio management teams to deliver comprehensive financial, estate, and tax planning strategies for high-net-worth and ultra-high-net-worth individuals and families. Principal areas of focus include multi generational wealth transfer, business succession planning, philanthropy, retirement and cash-flow planning, and trust and estate design. With over 12 years of experience in wealth management and financial planning, Lewis provides clients with thoughtful, goal-based strategies designed to preserve and grow family wealth across generations. Lewis earned his Bachelor of Science in Finance from Roger Williams University and holds the CERTIFIED FINANCIAL PLANNER?, Enrolled Agent, and Accredited Portfolio Management Advisor designations.

Ed Mooney, Director of Financial Planning, provides investment, income and estate tax advice to business owners, corporate executives and high net worth individuals. He and his team of financial professionals provide goal-based financial strategies for the tax efficient and successful transfer of family wealth, planning for retirement, the sale and succession of business interests and achievement of philanthropic goals. Ed brings over 30 years? experience to his role at Fiduciary Trust International. His prior experience was at BNY Mellon Wealth Management and the Ayco Corporation, a national financial planning firm. He is a graduate of Fordham University with a BS in Psychology and a Juris Doctor from New York Law School admitted to practice in New York.

Matt Katz, CFA, Managing Director, Senior Research Analyst, Advisory Solutions Group, focuses on private equity and real estate investments and is responsible for sourcing, due diligence and monitoring investments across each asset class. He determines strategic and tactical allocations within ASG?s Model Portfolio, while monitoring existing and prospective investment opportunities. Matthew serves as a key contributor to the analysis of current macroeconomic conditions through participation in daily market updates, Investment Committee meetings, and quarterly market overviews. In addition, Matthew has also worked with impact-focused clients to source and analyze appropriate private investments serving both financial and social purposes. Prior to joining Fiduciary Trust, Matthew was an associate director at Segal Rogerscasey, an investment consulting firm, as a member of their Alpha Research team focused on private equity manager research and due diligence. While at Segal Rogerscasey, he participated in the portfolio planning, underwriting and execution of private investments for the firm?s discretionary clients. Matt received his Bachelor of Science degree in finance from the University of Connecticut. Matt is a Chartered Financial Analyst (CFA) charterholder; Member, CFA Society Boston; Member, Young Leaders and Alternatives Committees for the Boston Security Analysts Society; Volunteer, American Red Cross.

Seung is a co-founder and CEO of StratFin Advisors LLC, a strategic finance advisory firm based in New York that integrates strategy, finance and technology to solve client?s strategic and operational issues. He has over 25 years of experience leading a variety of complex modeling, data analytics, and valuation engagements in the context of strategic planning, operational improvements, M&A, and reorganization/ restructuring across multiple industry sectors, including asset management, family office, and technology. Prior to StratFin Advisors, he was a Strategy & Transaction partner at EY who led the West region practice of the Decision Modeling & Analysis (DMA) practice. Prior to EY, he led the Economic and Valuation Services (EVS) practice of KPMG in the New York Metro area, and also served as the Valuation Leader for KPMG?s Alternative Investment Group responsible for developing relationships with PE/HF sponsors and LPs, and overseeing portfolio valuation (quarterly MTM), and transaction-related valuation (ASC 805 Business Combination, 350 Goodwill/Intangible, pricing/fairness opinions, FAS 157 Fair Value) engagements. He has also worked at Standard & Poor?s Corporate Value Consulting practice (now Duff & Phelps LLC) and Arthur Andersen

John is a certified public accountant with more than 25 years of experience in single and multi-generational global family office community. Specific experience Family office design and setup, including multi-generational re-design of service and structure Family office structure ? lender profits interest model and private trust company (PTC) structure Single and multi-family office technology stack modernization including search, selection, design and implementation Family office and business risk and process controls design and implementation Family office, business and multi-generational lift-out to virtual family office (VFO) managed services (MS) platform Family office and business governance, succession, and next-gen leadership, mentoring and family office education Family office operational expert generalist Family office subject matter specialist in art, aviation, yacht, personal real estate development, HR, MITS Family office thought leader, innovator and industry speaker

I am a Tax Senior Manager in the Private Tax group of Ernst & Young's National Tax Department in Washington, DC. I have spent my time with Ernst & Young focusing on income and transfer tax matters related to multi-generational families, closely-held businesses and their owners, and high-net-worth individuals.

Joe Toce is a managing director in the Private Client Services practice at Andersen. He has over 36 years of experience in advising private clients on a broad range of tax, financial and business matters. He has represented several of the largest family companies in the United States on tax and estate planning matters. He also has substantial experience with charitable giving. Joe specializes in integrated tax planning for high net worth individuals and families. His extensive experience enables him to anticipate and plan for minimizing income, estate and gift taxes for his clients. His client base includes several of the largest S corporations in the country, numerous multinational families and many large charitable foundations. Before joining Andersen, Joe was a Tax Partner at Arthur Andersen where he headed the Private Client Services Practice in New York. Joe is a co-author of the treatise Tax Economics of Charitable Giving and is a frequent speaker on individual tax matters.

Joshua is a principal in Crowe?s IronSpire group. He primarily assists ultra-high net worth individuals with estate and gift transfer planning, as well as fiduciary income tax matters. Joshua started his career at a large law firm in the Midwest, where he concentrated on both planning for ultra-high net worth individuals and general tax matters. Following his Master of Law, Joshua shifted from the practice of law to accounting firms where he has continued to provide gift and estate planning advice to ultra-high net-worth individuals. Prior to his current position, Joshua worked in both field office positions and national tax positions at large accounting firms in the New York City area. Additionally, Joshua is an adjunct professor at the Georgetown University Law Center?s LL.M. program.

Claudio DeVellis, CPA, represents individual and charitable organizations in connection with their tax and wealth preservation issues. He advises clients on all aspects of estate, gift and generation-skipping transfer tax planning, structuring tax-efficient business succession plans, creating qualified and non-qualified retirement plans and implementing asset protection strategies. Claudio?s practice includes all aspects of estate planning, from drafting wills and trusts, to forming business entities, to counseling clients on the income, estate and gift tax treatment of charitable giving. He also advises individual and corporate fiduciaries in connection with the administration of estates and trusts and represents clients in disputes arising out of the administration of estates and trusts. Claudio is also a Certified Public Accountant. Prior to becoming an attorney, he practiced with a regional accounting firm based out of New York City for seven years. He has extensive experience preparing and analyzing business financial statements; preparing individual, corporate and partnership income tax returns; preparing estate and gift tax returns and preparing fiduciary accountings and fiduciary income tax returns. Claudio has also represented individual and corporate clients before the Internal Revenue Service and the New York State Department of Taxation and Finance on various tax matters.

Kevin Knull, CFP?, serves as Chief Executive Officer of TaxStatus, a groundbreaking fintech company transforming financial services through seamless IRS account monitoring and consent-based access to IRS-Verified Financial data. With more than 25 years of experience in financial services and financial technology, Kevin has built a career defined by innovation, growth, and leadership ? continuously pushing the boundaries of what?s possible in financial services. Before joining TaxStatus, Kevin held prominent executive roles at leading organizations including MoneyGuidePro, YCharts, Symetra Investment Management, Symetra Services, Inc., and Hartford Financial Services, as well as serving as CEO and President of multiple registered investment advisory firms. Most notably, he led MoneyGuidePro through a period of hyper-growth, culminating in its landmark acquisition by Envestnet. In addition to his corporate leadership, Kevin has provided strategic guidance to numerous public and private financial services and fintech organizations as a consultant. He is also the co-founder of Integrated Wealth Platform and the author of Exploring Advice: What You Need to Know About Good Financial Advice ? a respected guide that empowers advisors to elevate their practices and helps consumers better understand the value of quality financial advice. A veteran of the U.S. Coast Guard, Kevin completed three tours, including serving as Commanding Officer of the USCGC Point Countess, and is a proud graduate of the U.S. Coast Guard Academy. He continues to champion progress in the financial services industry by improving the quality of advice delivered to clients and driving innovation that supports advisors? long-term success.

Kirby Rosplock, PhD, founded Tamarind Partners, Inc. in 2014, a leading family office consultancy named 2019 & 2023 Best Family Office Management Consultancy and Best Family Wealth Counseling by the Family Wealth Report in 2022 & 2019. She is also CEO and co-founder of Tamarind Learning in 2020, winner of Best Specialty Firm 2022 from the Family Wealth Report. Tamarind Learning is an online learning platform for families, beneficiaries, and their advisors. Recognized by her peers as an innovator, educator, trusted advisor, lauded author, and world-renowned speaker, Kirby helps both business-owning families and family offices. Born into a complex, enterprising family, Kirby understands firsthand being a beneficial owner, inheritor, fiduciary, board member, and operator. Kirby combines her life experiences with her passions for research, client advisory, and her love of writing, culminating in many articles, research studies, and books including The Complete Family Office Handbook (1st & 2nd Ed.) and The Complete Direct Investing Handbook. Kirby received honors, including the prestigious Family Wealth Industry Thought Leadership award in 2018 from the Family Wealth Alliance and the Richard Beckhard Practice Award for lifetime achievement and outstanding contributions to family business practice from the Family Firm Institute (FFI) in 2018. Kirby has authored several books, white papers, articles, and research studies and hosts the Tamarind Learning Podcast series. She has been a guest on numerous podcast series, spoken internationally, and featured in publications globally. Kirby earned her undergraduate degree from Middlebury College, MBA from Marquette University, and PhD from Saybrook University. For more than 25 years, she has worked in the world of finance, family wealth, and family business, including working in the securities industry for a broker-dealer and more than a decade in a prominent multi-family office as the head of Research and Development. Kirby is Dean of Family Office at the Purposeful Planning Institute, a Fellow and former Family Governance Faculty of the FFI GEN Program, a co-trustee of the Harbeck Family Foundation, and on faculty and the board of Family Office Real Estate Institute (FOREI).

Brian is Founder of advice.ai and President of Aerie Advisory Group. ?At advice.ai, Brian is building a comprehensive operating system for complex multi-generational wealth management that integrates estate planning, tax planning, net worth analysis, insurance planning, and charitable planning across complex multi-generational families and their advisory teams.?Aerie Advisory Group is a small, multi-family office serving a few select multi-generational families. Previously he was Managing Director at Alti Tiedemann. ?Refined by his 25 years in the field, Brian brings deep expertise in net worth management, estate planning, tax strategy, insurance planning, and family office operations to complex family challenges.?