Omni Nano has been honored to attend the annual USC Family Office Symposium, now in its third year, since its inception. This symposium is an excellent opportunity to network with colleagues and mentors in philanthropy.

Omni Nano offers a unique opportunity for philanthropists to leave a legacy that will inspire millions of students to come. It was wonderful to be able to discuss this opportunity one-on-one with family offices and private family foundations who are passionate about supporting science education. These families can make a big impact on the world, inspiring new generations of scientists, engineers, and entrepreneurs to cure cancer, restore lost biological functions, and more.

For more information about the speakers, take a look at the online program.

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First Foundation hosted an informative seminar to educate interested attendees on family philanthropy, foundations, and donor advised funds at the Tuck Room in Westwood, CA.

Today’s seminar focused on issues related to involving the next generation in the family foundation, which might have been created by parents or grandparents based on their mission, vision, and values. The speakers presented a case and provided valuable insights related to engaging future generations and issues of governance, structure and process, including compensation.

Thank you so much to Pamela Cohen (First Foundation) and Leah Bishop (Loeb & Loeb) for sharing their profound knowledge in the matter of family foundations and donor advised funds. Thank you Michelle Nguyen (First Foundation) for moderating.

We look forward to the next seminar!

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The keynote speaker, Dennis Jaffe, discussed how to keep a family united as the new generations transition from their original enterprise into different businesses as well as into philanthropy.

The founder of Strategic Philanthropy, Susan Winer, talked about the significance of the historic inter-generational wealth transfer, which will be in the $30 trillion range over the next 30 years.

Trish Botoff, founder of Botoff Consulting, discussed current trends in compensations and best practices for family offices.

Dr. Jamie Weiner and Dr. Carolyn Friend, founders of Inheriting Wisdom, discussed how to preserve and nurture century-old family values.

This event was produced by Richard Gayton of LakeSide Virtual Family Office. Our mentor and friend Kathleen Tepley of Los Angeles Consulting Group (LACG) helped coordinating the event.

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The Global Family Office (GFO) Summit started today at the Monterey Plaza Hotel in Monterey, CA!

This event brings together the executives and decision-makers from family offices, fund investors, and private and public companies for a two-day focused discussion on investment opportunities, philanthropy, and other issues related to wealthy families.

This event was produced by Richard Gayton of LakeSide Virtual Family Office.

Our mentor and friend Kathleen Tepley of Los Angeles Consulting Group (LACG) helped coordinating the event.

Here are some highlights from today event

Discussing the world of Public-Private Partnership (P3):

Informing the audience how to protect family office interest from corruption:

Luncheon presentation from Rear Admiral Garry Bonelli of the Navy Seal Foundation:

Discussing future trends in the energy sector:

Learning about the “operating approach” to venture investing:

Presenting the innovating business model of Social Bluebook:

Sharing personal stories at the dinner table:

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