Apr 3, 2012

PAC Spring Seminar to Focus on “The Art of Strategic Philanthropy”

The Professional Advisory Committee (PAC) of The Foundation of the Greater Miami Jewish Federation will host its 2012 Spring Seminar on Tuesday, May 8 at Temple Israel, 137 NE 19 Street, Miami. The keynote speaker will be attorney Charles A. Lowenhaupt, advisor to high-net-worth families around the world, who will offer an insider’s perspective and share best practices for your clients as he addresses the topic, “The Art of Strategic Philanthropy.”

Registration and networking will begin at 11 a.m., followed by lunch and the program at noon.

Charles A. Lowenhaupt, Chairman and Chief Executive Officer of Lowenhaupt Global Advisors, is co-author with Don Trone of the book, Freedom from Wealth, published in 2011. In his book, Lowenhaupt discusses how the process of wealth management often creates unnecessary burdens for successful families, even though wealth should bring satisfaction and allow for full self-actualization. Freedom from Wealth presents a process whereby these families can establish objective standards to manage significant wealth through the generations by first deciding what the wealth is really for.

Lowenhaupt is also Managing Member of Lowenhaupt & Chasnoff, LLC, an affiliate of Lowenhaupt Global Advisors. Established by Lowenhaupt’s grandfather in 1908, it was the first U.S. law firm to concentrate in tax law. He is a Founding Advisory Faculty member of the Institute for Private Investors, and he advises the Institute as an Emeritus Member and contributor to its programs.

Lowenhaupt is also a Co-Founder and President of the Institute for Wealth Management Standards, a former Director of the Foundation for Fiduciary Studies in Pittsburgh, a Director of the St. Louis Art Museum and a Director of the Clements Library of the University of Michigan in Ann Arbor. Lowenhaupt serves as President of Temple Emanuel in St. Louis. His book, Freedom From Wealth, will be available for sale after the presentation.

Couvert for the event, which includes a kosher lunch, is $36 (not tax-deductible as a charitable contribution). There will be no solicitation of funds, and application has been made for one hour of continuing education credit. To register, click here.

Chaired by Laura B. Kaplan and Joseph Barry Schimmel, Esq. the Professional Advisory Committee (PAC) is a group of more than 200 legal, accounting, finance and insurance professionals who offer guidance to The Foundation and serve as its ambassadors to the community. The Foundation is chaired by John M. Bussel.

For more information, contact Pam DiGiacomo, PAC Director, at [email protected] or 786.866.8627.