Kim TomsenManaging Partner, General Counsel, CCO, & COO at Stamos Capital Partners LPSpeaker
Profile
Senior family office executive with 15 years of experience in multigenerational family office management, private and direct investments, and family philanthropy. Served as Managing Partner of a Silicon Valley–based private family office and multibillion-dollar RIA, with additional leadership roles as General Counsel, Chief Operating Officer, and Chief Compliance Officer. Active board and committee member, advising on governance, succession planning, and strategy.
Agenda Sessions
Focus on Collaborative Operating Models
, 4:00pmView Session