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STEP NY - Structuring and integration of the new family office, redefining advisory relationships

About this event




Join us for Structuring and integration of  the new family office, redefining advisory relationships- what works well and the methodology behind it on June 9th at Anchin.


SPEAKERS

WILLIAM KAMBAS, Partner at Withers Worldwide
TODD ANGKATAVANICH, Partner at ArentFox Schiff
ELISA RIZZO, Head of Family and Family Office Advisory at JP Morgan
JOHN CASTRUCCI, Managing Director at Baker Tilly

Moderated by: 
JORY BARD ZIMMERMAN, Attorney-at-Law, Principal

If you would like information on Financial Aid, please click STEP NY Financial Aid Policy.

For attorneys seeking CLE credit, note that this event is appropriate for both newly-admitted and experienced attorneys.


Special Instructions for Registration

After you click the Register Now button to the right, you will be directed to the
 registration page. Once there, please do not attempt to log in. The log in option is only for STEP NY internal purposes. Thank you!

STEP New York
step.newyork@step.org

Date and Time

Tuesday, June 09, 2026, 4:00 PM until 7:00 PM

Location

Anchin
3 Times Square, 25th floor
NY, NY  10036
USA

Contact Us(s)

Susie Belanger

Category

Afternoon Event

Registration Info

Registration has closed - Event is past
Payment In Full In Advance Only