Enterprise Network

Enterprise Network

Executive Wealth Management:

Event Details

Time: June 18, 2009 from 7am to 9am
Location: Lakeview Inn @ Camelback Golf Club
Street: 7847 N. Mockingbird Lane
City/Town: Scottsdale
Website or Map: http://maps.google.com/maps?h…
Phone: 480-496-4408
Event Type: executive forum, wealth management
Organized By: Enterprise Network
Latest Activity: Jun. 2, 2009

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Event Description

Preserving and Growing Your Wealth in these Tough Economic Times

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Join Valley business leaders and entrepreneurs at Enterprise Network’s June Executive Forum, “Executive Wealth Management: Preserving and Growing Your Wealth in These Tough Economic Times.”

The discussion, moderated by Mary Martuscelli, president of JP Morgan Chase Arizona and regional manager for JP Morgan Private Wealth Management Group, will cover the basics on what every executive and entrepreneur should be doing to preserve and then grow their wealth in these rocky economic times. The dialogue will serve as an introductory course on what business leaders should be thinking about and considering to keep prosperous during economic downturns.

Panelists will include Matt Donovan an attorney with Snell and Wilmer who specializes in tax, trust, and estate matters and Robert Phelps, an Estate and Wealth attorney with JP Morgan Private Bank and one of JP Morgan’s top national experts. Phelps frequently speaks to groups on topics related to tax planning, charitable giving, investments, diversification strategies and estate planning. The panel will also feature Jessica Duff, a director at Deloitte Tax LLP who provides consulting and compliance services to wealthy individuals and their related entities, employed executives, and private business owners related to income, estate, gift, trust, and charitable tax issues.


Matt Donovan's practice is concentrated in tax, trust, and estate matters with emphasis in estate planning, trust and probate administration, and estate and gift taxation. He provides advice on advanced estate planning techniques, including grantor retained annuity trusts, family partnerships, limited liability companies, charitable trusts, defective grantor trusts, and insurance planning.

Jessica Duff is a Director at Deloitte Tax LLP and leads the Private Client Advisor practice in Phoenix. She provides consulting and compliance services to wealthy individuals and their related entities, employed executives, and private business owners related to income, estate, gift, trust, and charitable tax issues. Jessica holds a Master of Taxation degree from Arizona State University and a Bachelor of Arts degree in American Studies from Stanford University. She is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™.

Robert Phelps, Managing Director, joined JPMorgan in 1991 after practicing trusts and estates law in Connecticut for 10 years. Bob is a member of the Wealth Advisory team within the JPMorgan Private Bank. In this capacity he assists clients and their advisors with analysis that integrates investment, tax and estate planning issues. Bob has overall responsibility for the Private Bank’s trust business in the Rocky Mountain region (Arizona, Colorado, Idaho, Montana, New Mexico, Utah and Wyoming).

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Contact Information

Enterprise Network
668 N. 44th Street, Suite 222E
Phoenix, Arizona 85008
Phone: 480-496-4408
E-mail: info@en.org
www.en.org

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