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Your Client’s Final Celebration – Things You Can Do Now To Be Prepared

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March 14 at Noon ET / 11:00am CT (60 minutes)

Guest Speaker: Jeffrey K. Lambert, Family Office Relations, LHT Consulting Group, LLC

Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute

If your principal died last night without a funeral plan, what would you be doing today? Jeff Lambert, former family office executive, will walk through a case study of the planning he co-lead for his former G1 principals that spanned nearly nine years. This planning and effective execution led to very grateful family members at a time of deep personal loss.

Introduction to Our Guest Speaker

Jeff Lambert served for 24 years at RDV Corporation, a multi-generational family office located in Grand Rapids, Michigan. As Chief Financial Officer, Jeff headed the Services Group for the Corporation.

He began his career on the audit staff of KPMG working first in Fort Worth, Texas, and then Boston, Massachusetts. He then served for three years as Controller of Gulf Resources & Chemical Company.

In 1992, Mr. Lambert relocated to Grand Rapids, Michigan to join Guardsman Products, Inc. Following a brief period as Director of Business Risk Assurances and Economic Evaluation for office furniture maker Herman Miller, Mr. Lambert then joined RDV Corporation in 1997.

In his senior executive role with RDV Corporation, the family office for the late Richard & Helen DeVos, Jeff spent over 10 years co-leading the planning and execution of the funeral and related memorial activities for Mr. & Mrs. DeVos. RDV Corporation engaged LHT early in this planning process and Jeff worked alongside the team for many years. Jeff has spoken about his experience in this area at several family office meetings and conferences throughout the country. Upon his retirement from RDV Corporation, Jeff joined the LHT team as a consultant in April 2022.

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March 14

@ 12:00 pm

1:00 pm

EDT