Presenters

Robert R. Galloway
Partner, BakerHostetler

As leader of the firm's national Private Wealth team, Rob Galloway provides nationwide counsel to the firm's wealthiest and most prominent fiduciary and family clients. He works closely with family offices, private trust companies, bank trustees, individual trustees and privately held companies to bring creative solutions to complicated tax and fiduciary issues. Rob understands that lasting client relationships are built on trust, collaboration and a sensitive approach to family and business issues.

Rob has assisted many clients in the formation of private trust companies, and he co-authored the Ohio Family Trust Company Act which became effective in September 2016.  He has structured the ownership of various family office entities and brings more than 30 years of experience in counseling families on the different approaches to business ownership and succession.
 

Richard Johnson
Attorney, Waller Lansden Dortch & Davis

For over 30 years, large family-owned and closely held businesses, family offices, and high net worth individuals, including their private family trust companies, and tax-exempt organizations have sought out Richard Johnson to provide practical tax, business, and estate and trust planning solutions.

Clients appreciate his understanding of family dynamics - and the unique challenges families encounter - and have confidence in his ability to protect their wealth by applying common sense solutions.

Clients benefit from Richard's vast experience with S-corporations, LLCs, private trust companies, and partnership law which, when combined with strategic tax planning, helps minimize corporate and personal tax liabilities on both the state and federal levels.

Richard organizes and advises private family trust companies in Nashville, Tennessee. He formed the first private family trust company under Tennessee law and has been responsible for forming more than half of Tennessee's private family trust companies. He helped draft new legislation updating Tennessee's private trust company law, which greatly expanded the definition of a private family trust company to make Tennessee's private trust company statutes more attractive than those in other states.  The updated law now provides the family with the option to allow the family's business to own the private trust company as a wholly owned subsidiary.

Richard works with wealthy individuals, families, and their family offices to structure their assets and ownership interests to keep wealth in the family and to foster the use of that wealth to perpetuate the family's values and purposes.
 

Miles Padgett
Partner, Kozusko Harris Vetter Wareh Duncan LLP

Miles focuses on tax, business and regulatory planning for family offices and their family member clients, tax planning for managers of private equity and other investment funds, and on the chartering and management of private and retail trust companies for highly successful, strategic families and domestic and international financial institutions. Miles routinely writes and speaks on the topics of family governance, wealth management, and structuring and regulatory matters.

In addition to being a lawyer, Miles spent over 5 years as an investment consultant focusing on asset allocation and manager search and selection.

Miles earned a Bachelor of Arts degree, with distinction, from Cornell University and a Juris Doctor degree from Vanderbilt University, where he was a member of the Vanderbilt Journal of Transnational Law.
 

Jennifer Remondino
Partner, Warner Norcross + Judd LLP

Jennifer is an estate planning attorney who is dedicated to building relationships with clients. She finds it rewarding to help clients with some of life’s most difficult situations – death and disability. She specializes in sophisticated tax planning, charitable giving, estate and gift tax audits, formation and operation of family offices, trust and estate administration, governance agreements and business succession planning. She takes a practical, yet personal, approach to planning and enjoys working with clients to structure inheritances that fit each family’s unique circumstances.

Jennifer is the Chair of the firm’s Trust and Estates Practice Group, the Executive Partner of Warner’s Holland Office and a Fellow of the American College of Trust and Estate Counsel. She has received numerous awards, including Best Lawyers in America for Closely Held Company, Family Business Law, and Trusts and Estates, as well as Michigan Super Lawyer Rising Star, and the Grand Rapids Business Journal’s 40 Under Forty, which recognizes the area’s top business leaders.
 

Domingo P. Such, III
Partner, Firmwide Chair, Family Office Services Practice, Perkins Coie LLP

Domingo P. Such, III is a Partner in the law firm of Perkins Coie LLP based in the Chicago office, focusing his practice on excellence in the delivery of legal advice that is results oriented.  He serves as the firmwide chair of Family Office Services, a multi-disciplinary practice representing operating companies, boards of directors, fiduciaries, beneficiaries, and family offices including trust companies and quasi-family office arrangements that has been recognized by Chambers and Partners High Net Worth 2020 guide.  A trusted advisor with significant corporate and trusts & estates tax experience, Domingo has been cited in various publications including Bloomberg, Business Week, Crain’s Business Magazine, The Wall Street Journal, and Worth, and is a frequent author with multiple published law review and magazine articles. 

He lectures nationally on trust and business planning involving complex estates and trusts which are at times contested in court.  Domingo received his undergraduate and M.B.A. degrees from Washington University in St. Louis, and his law degree from the Loyola University of Chicago School of Law.  He earned his Certificate in Family Business Advising from the Family Firm Institute.  He is listed in Who’s Who in America and Best Lawyers in America, Super Lawyers and is a fellow of the American College of Trust and Estate Counsel, and the American Bar Foundation reflecting his experience, integrity and recognized professional excellence.
 

Matt Tobin
COO, Managing Director, Legal Counsel, South Dakota Trust Company LLC

Matthew Tobin is Chief Operating Officer and General Legal Counsel for South Dakota Trust Company LLC (SDTC) in Sioux Falls, South Dakota. His primary responsibilities include business management, legal, risk management, human resources, and public relations/legislation.

Mr. Tobin also serves as President of SDTC Services LLC, which is also located in Sioux Falls, South Dakota. SDTC Services LLC provides consulting services to the non-depository trust company industry. As President, he is primarily responsible for managing the Company’s Private and Public Trust Company client relationships. Mr. Tobin serves as a board of director and committee member for several private and public trust companies, and has experience and specialized knowledge in the areas of trust company management, organization, compliance, and fiduciary standards. 

Mr. Tobin servesas a member of Board of Managers for SDTC, Director of the SDTC Foundation, Treasurer of the SDTC Companies PAC, and he is a Board of Director member for the South Dakota Trust Association. 

Prior to working in the trust industry, Mr. Tobin was in private law practice where he focused on general and business litigation.He also received considerable experience in negotiations, mediation, and alternate dispute resolution. Mr. Tobinalso served as a law clerk to The Honorable Roger Wollman, U.S. Court of Appeals, Eighth Circuit.

Plus Additional Family Office Executives
 

FOX Presenters

Glen W. Johnson
President of Membership

Glen W. Johnson is President of Membership at Family Office Exchange (FOX). In this role, he is responsible for all aspects of the member experience, ensuring that each family member, family office executive, and trusted advisor has an unsurpassed experience partnering with FOX by providing unique industry knowledge and insights coupled with a safe and confidential environment where members can share best practices. In addition, Glen oversees the operations of FOX and is charged with establishing and executing systems to execute FOX’s strategic plan, promoting its vision and service-centric culture, and enabling the FOX team to work together to exceed our member’s expectations.

Glen has over 30 years of experience working with family offices, business owners, and executives, first as an attorney and then as a wealth advisor, eventually founding Mirador Family Wealth Advisors – the multi-family office for Fifth Third Bank. He has worked with business owners and executives across all stages of their business life cycle including business succession.  Glen writes and speaks nationally focusing on family and business governance and the unique challenges faced during the sale and transition of closely held businesses.

Glen earned a Bachelor of Sciences degree in Education from the University of Michigan in Ann Arbor, MI and a Juris Doctorate degree from Wayne State University Law School in Detroit, MI.
 

Scott Winget
Enterprise Market Leader

Scott Winget is the Enterprise Market Leader at Family Office Exchange (FOX). In his role, Scott serves as Co-Chair for Enterprise Councils and Executive Councils, where members can share experiences, ideas and best practices with veteran peers in a confidential environment. Scott also serves as relationship manager for Enterprise Family members, in order to understand their unique needs and provide them with access to important research and objective guidance. He is as a member of the FOX leadership team, helping to develop and execute service strategies designed to meet the needs of his market segment, and also participates in new research and thought leadership meaningful to members.

Serving families for over 25 years in the areas or family office, wealth management and estate and tax planning, Scott brings significant experience to FOX and its members. Prior to joining FOX, Scott created and led multi-disciplinary and award-winning consulting groups that provided comprehensive family office services at both Cresset and Ascent Private Capital Management. Earlier, he was a senior wealth planner at Wells Fargo Family Wealth (later, Abbot Downing) and began his career as an income tax and estate planning specialist with Arthur Andersen and EY. Scott has participated in the FOX community for over 15 years.

Scott is a CPA and holds a J.D. from The Ohio State University, where he also earned a B.S. in Business Administration with a dual major in Accounting and Finance. He is a member of the Rocky Mountain Estate Planning Council, Colorado Society of CPAs and the Colorado Bar Association. He has also held several securities and insurance licenses and served on the board of the Mountain Area Land Trust as Treasurer and head of the Finance Committee among other roles with non-profits.