Family Legacy and Governance: Debunking the Myths of Family Governance
Register Here:
https://BCEPCseptember2024.eventbrite.com
Sponsored By:
Angelo Loumbas, Executive Director, Family Office Resources, Morgan Stanley Private Wealth Management
Angelo is the Family Office Resources Generalist for Family Office Resources in the Northeast Region. Angelo provides specialized expertise to UHNW clients and Financial Advisors across a broad range of family wealth management issues, including customized asset allocation and portfolio construction, strategic estate and financial planning, philanthropy management, family governance, wealth education, and lifestyle advisory. Angelo has over twenty years’ experience advising wealthy families, business owners, and philanthropic organizations. Originally from Chicago, Angelo practiced law for 15 years and represented UHNW clients, closely held businesses, and major philanthropic organizations. Angelo is admitted to the Society of Trust and Estate Practitioners, the Estate Planning Councils of Lower Fairfield County (CT) and Westchester County (NY), and the Chicago Estate Planning Council. He has spoken on topics such as “Conditions Suggesting a Management Buyout” before the Chicago Bar Association Corporation and Business Law Committee, “Tax Consequences of Intra-Family Loans,” before the Chicago Bar Association Trust Law Committee, and “Conversations about Wealth and Philanthropy with Prospective Donors” before the Chicago Council on Planned Giving. Prior to rejoining Morgan Stanley in his current position in 2018, Angelo advised UHNW clients in the financial services industry for 10 years, first as a Wealth Strategist with US Trust in Chicago, then a Wealth and Estate Planning Strategist in Morgan Stanley’s Chicago Wealth Planning Center, and finally as the Senior Wealth Planning Strategist for the Wells Fargo Private Bank in Greenwich, Connecticut. Angelo earned his B.A. from DePauw University, his M.B.A. from the University of Notre Dame, and his law degree from Indiana University at Bloomington. He is Series 7, 66 and 24 licensed. Angelo served as President of the Rotary Club of Chicago (“ROTARY/One”), the world’s first Rotary club, in 2009-2010, and now lives in Armonk, New York with his wife, a native New Yorker, and their two children.
