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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.nnThis private conversation will bring together distinguished founders and advisors to examine how great fortunes are divided, diminished or preserved across generations.nnGuests will gather in an intimate rooftop setting overlooking Midtown, Manhattan.nnTopics Well ExplorenLegacy Building: How founders can define what the wealth is intended to accomplish beyond their own lifetime.nEstate Planning: Which decisions should be made while the founder still has time, control and flexibility.nTrust Structures: How trusts may support asset protection, tax planning, family governance and long-term stewardship.nBuy / Sell Planning: How ownership should be handled in the event of death, disability, disagreement, departure or a future sale.nPreparing Heirs: How families can develop capable stewards rather than passive recipients of wealth.nPhilanthropy: When charitable planning should become part of the founders broader capital and legacy strategy.nnThe PanelnModerated by Jack Payne, CFP, CEPA, Wealth Advisor to Founders, Business Owners & Tech Employees @UBSnnJack also moderated ProperRoom NYCs recent UBS Rooftop Panel on Exit Regrets, guiding a candid discussion between an exited Y Combinator founder and advisors to high-growth companies.nFor The Vanderbilt Problem, the discussion features:nJames JacknManaging Director, Head of the Business Owners Client Segment UBSnnnMoshe Cohen, CPAnFinancial Strategist & Founder Cohen & Co CPA'snnnKenneth FalconnReal Estate Investor & Managing Partner Falcon Rappaport & Berkman LLPnnTogether, the panel will examine the legal, financial, operational and emotional realities of building a legacy that can endure beyond the founder.nnEvening Schedulen6:30 to 7:00 PMnPrivate rooftop arrival, reception, small plates and drinksn7:00 to 7:05 PMnOpening remarks and introduction to The Vanderbilt Problemn7:05 to 7:50 PMnExecutive panel on legacy, ownership and generational wealthn7:50 to 8:05 PMnAudience questions and moderated discussionn8:05 to 9:00 PMnCurated founder conversation and private rooftop networkingnnThis gathering is designed for:nFounders and business owners anticipating a sale, recapitalization or succession event.nIt is also intended for founders already holding concentrated private wealth, family enterprise principals preparing the next generation, and select legal, financial and philanthropic advisors working closely with entrepreneurial families.nThis is not a broad wealth management seminar or an open networking event.nAttendance will be curated to create a serious room of people responsible for building, transferring or preserving significant value.nnWhy The Vanderbilt Problem?nProperRoom NYC was created to address the founder conversations that are often discussed privately but rarely examined honestly in public.nnOur recent programming has included our Rooftop Panel on Exit Regrets, bringing Series A+ founders together with an exited Y Combinator founder and advisors to high-growth companies to explore what founders wish they had engineered differently before liquidity became imminent.nnThat 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 and founders across multiple stages of growth.nnAcross these rooms, we noticed a recurring divide.nFounders spend years learning how to create wealth. Far fewer are given a serious framework for preserving it.nThe Vanderbilt Problem is the next conversation in that series.nOnce value has been created, how should it be owned?
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