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DTSTART:20150128T003000Z
DTEND:20150128T030000Z
LOCATION:University Club **RSVP Due 01/15/15**
UID:1129020150128T003000ZHow to Help Your Clients to “Stay Wealthy” in a Treacherous World
DTSTAMP:20260522T081828Z
DESCRIPTION:\nHow to Help Your Clients to “Stay Wealthy” in a Treacherous World\n \nSky-High Asset Prices and Historically Low Yields\n \nFending Off the Media and the Internet\n \nThe Joys and Pitfalls of Inherited Wealth\n \nGary I. Furukawa\n \nFounder and Chief Investment Officer of Freestone Capital Management, LLC\n \nGary is a Phi Beta Kappa and Magna Cum Laude graduate of the University of Washington with a concentration in Business Administration-Accounting. He started his career with Deloitte & Touche in Seattle as a Certified Public Accountant. In 1982, he joined Smith Barney as a Financial Consultant, eventually rising to Senior Vice President.  In 1999, Gary founded Freestone Capital Management, a leading wealth management firm in Seattle. Freestone has grown rapidly to become one of the top wealth management firms in the country according to Bloomberg.\n \nGary has been an unusually successful investor along the way, investing in a wide variety of asset classes:\n Distressed real estate during the 1980s Private equity in the early 1990s with Wizards of the Coast and Synthetic Industries Thrift Conversions from 1988 to present Amazon.com and Aquantive as an original angel investor Distressed debt and real estate (again) after the 2008 crisis \nToday he serves as Chief Investment Officer for Freestone, manages Freestone’s Opportunity Partners hedge funds, and serves as co-manager of Freestone’s Real Estate funds. He is also a member of Freestone’s Board of Directors.\n \nGary lives in Hope Ranch with his wife Della and their four children, ranging in ages from 15 to 25. He enjoys a wide variety of outdoor activities including Cycling, Tennis, Yoga, Fly-fishing, Traveling and Reading.\n
SUMMARY:How to Help Your Clients to “Stay Wealthy” in a Treacherous World - Santa Barbara Estate Planning Council 
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