International Wealth Management Forum
Michael J. Kiley
Founder and CEO | CHAMBERLAIN GROUP
Speaker Presentation
KEEP CALM AND MIND THE GAP(S) – SUCCESSION CONSIDERATIONS AND STRATEGIES TO BE AWARE OF THAT ARE OFTEN OVERLOOKED
The discussion of succession within a family and the resultant effects to the family office is a sensitive topic that requires awareness, wisdom and patience. These complexities are often a challenge for even the most seasoned professional. In this session, the presenters will take into consideration key business issues, human nature, visions of legacy, real tax and legal consequences – and share strategies that are often difficult for the executive in charge of managing the family office to address.
Speaker Bio
Michael J. Kiley is Founder and CEO of Chamberlain Group, a Southern California financial advisory firm specializing in UHNW wealth management and executive benefits for successful entrepreneurial families.
For more than 38 years, Mike has been advising some of the best known companies in the U.S., providing liquidity to pay estate taxes and facilitating the design of the architecture for legacy plans. He has helped structure and fund buy-sell agreements which, after the loss of a shareholder, assured business continuity. Mike has a proven track record increasing the retention of key employees through the design and installation of long-term incentive plans.
Mike attended the University of the Pacific in Stockton, California, on a football scholarship and was the Eddie LeBaron Scholastic Honoree. He holds a Master of Science degree in Financial Services (MSFS) and is a shareholder of the M Financial Group, a Portland, Oregon based financial services firm serving public and private companies, and super-affluent families. Mike authored one of the first studies on the effect of investment volatility on the performance of variable life products, and was the featured CEO of the month on Cox Cable – Orange County Business Journal, discussing Chamberlain’s role in advising family owned firms. He has been a resource to Vistage and YPO and a featured speaker at many industry meetings, including AALU and M Advisor Meetings.
A member of several boards, Mike has served as a trustee of the Calamos Family of mutual funds, a Chicago-based money manager known for their convertible bond and growth stock expertise. Mike currently serves on the Board of M Financial Investment Advisers, Inc., which serves as the investment adviser to M Fund, Inc., a proprietary series of mutual funds available in M Group Proprietary Variable Products. In addition, Mike is an Investment Advisor Representative of Spire Wealth Management, LLC and a Registered Representative of Spire Securities, LLC.
In 1999, Mike and John Siefker founded Wheatstone Academy. The ministry was established to train and equip high school students to be confident leaders in their Christian faith during and after their college experience. Twelve years later, the ministry is growing nationally and graduates hundreds each year. Mike was also one of the original board members of Church Resource Ministries, a California based ministry serving church leadership worldwide.
Speaker Presentation
KEEP CALM AND MIND THE GAP(S) – SUCCESSION CONSIDERATIONS AND STRATEGIES TO BE AWARE OF THAT ARE OFTEN OVERLOOKED
The discussion of succession within a family and the resultant effects to the family office is a sensitive topic that requires awareness, wisdom and patience. These complexities are often a challenge for even the most seasoned professional. In this session, the presenters will take into consideration key business issues, human nature, visions of legacy, real tax and legal consequences – and share strategies that are often difficult for the executive in charge of managing the family office to address.
Speaker Bio
Michael J. Kiley is Founder and CEO of Chamberlain Group, a Southern California financial advisory firm specializing in UHNW wealth management and executive benefits for successful entrepreneurial families.
For more than 38 years, Mike has been advising some of the best known companies in the U.S., providing liquidity to pay estate taxes and facilitating the design of the architecture for legacy plans. He has helped structure and fund buy-sell agreements which, after the loss of a shareholder, assured business continuity. Mike has a proven track record increasing the retention of key employees through the design and installation of long-term incentive plans.
Mike attended the University of the Pacific in Stockton, California, on a football scholarship and was the Eddie LeBaron Scholastic Honoree. He holds a Master of Science degree in Financial Services (MSFS) and is a shareholder of the M Financial Group, a Portland, Oregon based financial services firm serving public and private companies, and super-affluent families. Mike authored one of the first studies on the effect of investment volatility on the performance of variable life products, and was the featured CEO of the month on Cox Cable – Orange County Business Journal, discussing Chamberlain’s role in advising family owned firms. He has been a resource to Vistage and YPO and a featured speaker at many industry meetings, including AALU and M Advisor Meetings.
A member of several boards, Mike has served as a trustee of the Calamos Family of mutual funds, a Chicago-based money manager known for their convertible bond and growth stock expertise. Mike currently serves on the Board of M Financial Investment Advisers, Inc., which serves as the investment adviser to M Fund, Inc., a proprietary series of mutual funds available in M Group Proprietary Variable Products. In addition, Mike is an Investment Advisor Representative of Spire Wealth Management, LLC and a Registered Representative of Spire Securities, LLC.
In 1999, Mike and John Siefker founded Wheatstone Academy. The ministry was established to train and equip high school students to be confident leaders in their Christian faith during and after their college experience. Twelve years later, the ministry is growing nationally and graduates hundreds each year. Mike was also one of the original board members of Church Resource Ministries, a California based ministry serving church leadership worldwide.