Morgan Stanley

Morgan Stanley Smith Barney Hosts Latino-Focused Seminar on Family in Business: Transfer & Transition

Sep 28, 2011

Los Angeles —


Morgan Stanley Smith Barney announced today that it will be hosting a symposium on estate planning and wealth transfer, in partnership with the New America Alliance: An American Latino Business Initiative, at JW Marriott at L.A. LIVE on Thursday, October 6, 2011 at 4:00 p.m.  Morgan Stanley Smith Barney is pleased to offer this event in recognition of Hispanic Heritage Month.

The presentation will be geared to family business owners, with a particular emphasis on Latino entrepreneurs. It is designed to look at some of the critical concerns of family business owners as they consider succession planning and focus on issues about family and legacy, as well as dealing with the demands of a business.

The event, hosted by Robert Perry, Managing Director, Los Angeles Metro Regional Director, will have a market update by Ernesto de la Fé, Managing Director and Head of Latin America Private Wealth Management for Morgan Stanley Smith Barney.   The feature presentation will be delivered by Morgan Stanley Smith Barney’s Glenn Kurlander, Managing Director, Family Governance and Dynamics Unit and Robert Seaberg, Managing Director, Planning Services Group.

"We’re excited to host this event, a collaboration between our internal planning specialists and the business development team focused on the diverse and multicultural markets,” said Mr. Perry.

“The discussion of succession planning for family business owners is very important and we are delighted to be working together with New America Alliance to have this dialogue with Latino entrepreneurs in the greater Los Angeles area."

The event, which is open to the public with advance registration, will feature keynote speaker Moctesuma Esparza, chairman and CEO, Maya Cinemas North America, Inc., with an introduction by Maria del Pilar Avila, CEO, New America Alliance. 

An award-winning producer, entertainment executive, entrepreneur and community activist, Moctesuma Esparza is well known for his contributions to the movie industry and commitment to creating opportunities for Latinos everywhere.  Esparza is a partner in the highly successful Esparza-Katz Productions with Robert Katz, and has received numerous awards and honors including being named one of the 50 “Most Powerful and Influential Latinos” of 2008 by The Imagen Foundation.  

"New America Alliance is delighted to collaborate with Morgan Stanley Smith Barney in this timely forum to provide invaluable advice on the building and preservation of family wealth and legacies," said del Pilar Avila.

The event will take place on Thursday, October 6, 2011 at 4:00 p.m., JW Marriott at L.A. LIVE 900 West Olympic Boulevard, Los Angeles, CA 90015.  Reservations are required for security access, and limited seating is available.  Please R.S.V.P. by October 3, 2011 to or call (310) 285-4825.

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