Jonathan Blattmachr to Speak at Family Office Exchange Workshop Co-Sponsored by Eagle River Advisors

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Will speak on the topic of “Fiduciary Risk and Litigation”

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Eagle River Advisors today announced that principal, Jonathan Blattmachr will speak at a March workshop sponsored by Family Office Exchange (“FOX”). The upcoming workshop on March 27 and 28 is entitled "Grantors, Trustees and Beneficiaries: A New Look at Roles and Responsibilities" and will provide a forum for prominent estate planning attorneys and professional advisors to share considerations of best practices in trust administration and discuss strategies to help trustees and beneficiaries work together more effectively. Eagle River Advisors is a co-sponsor of the workshop which is open only to wealth owners, single-family office executives and qualified multi-family office executives.

Mr. Blattmachr will speak on the topic of “Fiduciary Risk and Litigation” and will seek to identify the responsibilities and accompanying risks one assumes when serving as a trustee or fiduciary. The discussion will also touch on areas of liability as well as ways in which insurance and trust documents can limit or minimize liability exposure for trustees. Mr. Blattmachr will also join peers in daily “Ask the Experts” panels. To learn more about the workshop, visit http://www.familyoffice.com/workshops

Based in New York, Mr. Blattmachr is a principal of Eagle River Advisors, a boutique advisory firm dedicated to developing and implementing innovative wealth planning strategies on behalf of high net worth individuals and families. Eagle River’s team has focused on the planning needs of the high net worth community since the 1980s. Over the past decade, Eagle River principals have worked on numerous multi- million dollar transactions together including multiple transactions with Forbes 400 families.

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Margot Olcay
Rubenstein Communications
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