| |
|
| |
Hosted on the private UBS rooftop in Midtown Manhattan, The Vanderbilt Problem examines the decisions that determine whether wealth survives the person who created it.
This private conversation will bring together distinguished founders & advisors to examine how great fortunes are divided, diminished or preserved across generations.
Guests will gather in an intimate rooftop setting overlooking Midtown, Manhattan.
Topics We'll Explore
Legacy Building: How founders can define what the wealth is intended to accomplish beyond their own lifetime.
Estate Planning: Which decisions should be made while the founder still has time, control & flexibility.
Trust Structures: How trusts may support asset protection, tax planning, family governance & long-term stewardship.
Buy / Sell Planning: How ownership should be handled in the event of death, disability, disagreement, departure or a future sale.
Preparing Heirs: How families can develop capable stewards rather than passive recipients of wealth.
Philanthropy: When charitable planning should become part of the founder's broader capital & legacy strategy.
The Panel
Moderated by Jack Payne, CFP, CEPA, Wealth Advisor to Founders, Business Owners & Tech Employees @UBS
Jack also moderated ProperRoom NYC's recent UBS Rooftop Panel on Exit Regrets, guiding a candid discussion between an exited Y Combinator founder & advisors to high-growth companies.
For The Vanderbilt Problem, the discussion features:
James Jack
Managing Director, Head of the Business Owners Client Segment UBS
Moshe Cohen, CPA
Financial Strategist & Founder Cohen & Co CPA's
Kenneth Falcon
Real Estate Investor & Managing Partner Falcon Rappaport & Berkman LLP
Together, the panel will examine the legal, financial, operational & emotional realities of building a legacy that can endure beyond the founder.
Evening Schedule
6:30 to 7:00 PM
Private rooftop arrival, reception, small plates & drinks
7:00 to 7:05 PM
Opening remarks & introduction to The Vanderbilt Problem
7:05 to 7:50 PM
Executive panel on legacy, ownership & generational wealth
7:50 to 8:05 PM
Audience questions & moderated discussion
8:05 to 9:00 PM
Curated founder conversation & private rooftop networking
This gathering is designed for:
Founders & business owners anticipating a sale, recapitalization or succession event.
It is also intended for founders already holding concentrated private wealth, family enterprise principals preparing the next generation, & select legal, financial & philanthropic advisors working closely with entrepreneurial families.
This is not a broad wealth management seminar or an open networking event.
Attendance will be curated to create a serious room of people responsible for building, transferring or preserving significant value.
Why The Vanderbilt Problem?
ProperRoom NYC was created to address the founder conversations that are often discussed privately but rarely examined honestly in public.
Our recent programming has included our Rooftop Panel on Exit Regrets, bringing Series A+ founders together with an exited Y Combinator founder & advisors to high-growth companies to explore what founders wish they had engineered differently before liquidity became imminent.
That gathering followed our flagship New York Tech Week event, which assembled 345 startups representing more than $1.15 billion in venture backing, alongside venture investors, family offices & founders across multiple stages of growth.
Across these rooms, we noticed a recurring divide.
Founders spend years learning how to create wealth. Far fewer are given a serious framework for preserving it.
The Vanderbilt Problem is the next conversation in that series.
Once value has been created, how should it be owned?
|
|
|
|
|
|
|
|
