Francine A. LeFrak is the President of the Francine A. LeFrak Foundation and the Same Sky Foundation Fund. A successful social entrepreneur, women’s rights advocate and philanthropist, Francine founded a trade initiative, Same Sky, to help women who were invisible become visible through the dignity of work. She is currently a trustee of Barnard College.
As President of Liberty Connections, Ltd, Rick provides consulting and strategic advice for businesses and non-profit organizations. He is also a real estate agent with Douglas Elliman specializing in high-end residential properties in New York City.
He was appointed by Mayor Rudolph Giuliani, as Director of Advance and as Deputy Commissioner to the NYC Commission for the United Nations, Consular Corps and Protocol. Mr. Friedberg also served as Confidential Assistant to Governor Hugh L. Carey of New York.
Rick Friedberg serves on many prestigious boards including, The American Friends of Versailles, American Hospital in Paris Foundation, and NYC & Company. His previous board roles include serving as the Chairman of the NYC Police Museum and as a board member of the New York Pops and the Lighthouse Guild for the Blind. In 2010 Rick received the Ellis Island Medal of Honor.
Blair Feldman is the Founder of Further Mgmt LLC, a boutique Family Office Consulting Group. She has been advising high-net-worth individuals and families for 16 years, including in the Family Office practice of Prager Metis and Human Capital Group at Ernst and Young.
Blair serves as an independent consultant and advisor that emphasizes the importance of strategic financial planning and asset preservation. She has expertise in helping high-net-worth individuals and families protect, preserve, and grow their wealth.
Blair plays a critical role in creating value for her clients. She believes in the importance of bringing a client’s team together to accomplish their goals and objectives. As a trusted advisor and a member of their core team, she prioritizes, creating an atmosphere of mutual trust and confidence.
Jay Goldberg is a Partner in the Tax and Advisory Departments of Prager Metis CPAs, a member of Prager Metis International Group. He has over 30 years’ experience in the profession.
Jay has expertise in advising individuals and companies in the entertainment, legal, medical and real estate industries, in addition to working closely with high-net-worth individuals and family offices. Jay takes a proactive approach with his clients. He collaborates thoroughly with them to understand their unique circumstances and tailors plans to help meet their financial goals.
As Partner-in-Charge of High-Net-Worth Individuals and Family Office Tax Services, Jay maintains the firm’s management and operations pertaining to high-net-worth individuals and family offices.
Sheila has earned a reputation as a philanthropist, dedicated advocate for women’s financial independence and education, and talented Private Wealth Advisor. In her career, she serves prominent individuals, families, family offices, trusts and foundations around the world. Sheila draws on her 30+ years of experience to deliver personalized and creative wealth management solutions tailored to her clients’ needs.
Sheila understands the concerns, dynamics and possibilities that significant wealth presents. Her goal is to help clients solve their most complex issues across investment portfolio construction, wealth transfer planning, and meeting long-term trust, estate and philanthropic goals.
She began her career at JP Morgan, where, over the course of 22 years, she worked with and led teams that advised ultra high net worth clients about their personal and business finances. She worked with Morgan Stanley Private Wealth from 2007 to 2014, and has been with UBS since 2014.
As a regular speaker on personal finance topics for women’s groups and events, Sheila has presented at Maria Shriver’s Move for Minds—Women’s Health Summit, the Villanova University Women’s Leadership Summit, and as a panelist and presenter for Morph Mom conferences.
Professionally, Sheila earned a place on the List of Top 100 Female Advisors by Barron’s, and the Best 50 Women in Business by NJBIZ, New Jersey’s leading business journal. In 2012, the Villanova Business School awarded her its highest honor, the Rev. Joseph C. Bartley, OSA Alumni Medallion, for her distinguished career and extraordinary service to her community and the school.
Sheila is a member of Women Moving Millions, The Harvard Kennedy School, Women's Leadership Board, The Villanova University Board of Trustees and is a Director of The Francine A. LeFrak Foundation.
Jenny is consistently recognized by Chambers USA and Chambers High Net Worth as a leading lawyer nationally (2006-2017) and in Northern California (2016-2017, 2019-2021). She is also recognized by Super Lawyers (published by Thomson Reuters) in California (2006 – 2020) and New York (2006 - 2011, 2014 – 2020).
Jenny crafts tax-savings business succession and estate transfer plans that preserve wealth and enhance family relationships. Her clients include internationally renowned museums and corporations, charities, foundations, high net worth families and individuals, fiduciaries and nonprofits. Jenny's experience includes complex trust and estate administration and litigation; gift and generation-skipping transfer taxes; spousal rights of election and rights of adopted children; endowments; and tax aspects related to disposition of corporate holdings and financial transactions.Ms.
McCall has successfully represented numerous clients in dispute resolution and litigation matters involving family disputes and trusts and estates matters. Representative cases include representing clients in a highly contentious family matter involving a family corporation, and oil and gas and mineral rights, where she obtained a very favorable result for her clients, notwithstanding strong opposition from other top law firms, and which involved New York and Texas courts and related law. Ms. McCall has prevailed in litigations and dispute resolutions involving substantial assets in a family with dozens of trusts and multiple parties in the context of a bitterly litigated divorce and post nuptial disputes, obtaining extremely favorable results for her clients and preserving the trust assets without any reduction of the trust assets in the various settlements, involving the law in London and New York. Ms. McCall has represented banks and trust companies serving as executor and trustee in highly contested disputes and litigations in California and New York. Her experience includes dispute resolution and litigation experience in many jurisdictions.
Jenny is a Fellow of the American College of Trust and Estate Counsel ("ACTEC"), where she serves as a member of the International Tax Planning and Estate and Gift Tax committees. She has lectured extensively and conducts seminars on estate and tax planning. Jenny also serves as a Co-Chair of the Princeton Planned Giving Advisory Committee, on behalf of whom she presented during the 1746 Society Webinar series. The series is widely commended, winning Grand Gold & Circle of Excellence awards by the Council for Advancement and Support of Education (CASE). CASE recognized the series as an “outstanding concept with clear goals,” and “an innovative way of leveraging a concept as a stewardship opportunity.”
She is based in the Silicon Valley, New York and Palm Beach offices and is admitted to practice law in California, Florida, New York and Wyoming.
Steph Guild is Head of Investment Strategy for Robinhood Financial, a fast-growing brokerage giving millions of people access to our financial system. She also serves as co-lead of Robinhood’s ERG, Sisterhood +. Before joining Robinhood, Steph spent 21 years within the financial services industry, most recently as a Managing Director and Investment Specialist at JPMorgan Private Bank.
She worked closely with many of the firm’s clients to build and manage investment portfolios that served their overall needs and financial plans. In addition, she was an active part of shaping the advisor and client tools, serving on the Tech Council. Steph’s previous experience at JPM includes working with institutional and intermediary clients in London and NY within the US Equity team and as part of the broader client advisory team, both within JPMorgan Asset Management.
Steph holds a BBA from James Madison University and is a CFA charterholder. She is registered with FINRA, holding Series 7 and 63 licenses. On her off days, she spends time with her husband and two children, playing tennis, skiing and hiking.
Tamara Laine is an Emmy Award-winning journalist and producer turned ESG communications strategist driving measurable impact solutions for purpose-driven brands. Currently, Tamara is a co-founder and Chief Marketing Officer of two organizations: The Card Shop Live, a live video shopping and culture network; and systemCHANGR, a community think tank for modern ESG leaders.
She has led intellectual leadership initiatives at leading policy, financial, and newsgathering institutions. Her work and policy analysis can be seen in Foreign Policy, The World Bank, The Journal of Peacebuilding and Development, DEVEX, and Inkstick Media.
As a news correspondent for nearly a decade, Tamara’s work focused on human rights, the environment, ethical technology, ESG, and social impact investing. At the Karma Network, Tamara hosted the financial documentary series Inflection Point, profiling business leaders, and prominent social impact issues. Tamara was also a nightly on-air news reporter for Fox Broadcast News where she helped launch a new wave of interactive news programming. She is now the host of Mind the Ceiling, a podcast featuring women who have broken glass ceilings in their industries and the journey to leadership.