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2027 SPEAKER LINEUP

The 2027 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

MAIN STAGE,PANELIST

Roger Silk

CFA , PhD

CEO, Founder

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Dr. Roger D. Silk is recognized as one of the nation’s leading authorities on trusts. He has devoted more than thirty years to advising high-net-worth families and their professional advisors regarding tax-advantaged solutions.

Dr. Silk appears...

ABOUT ROGER

Dr. Roger D. Silk is recognized as one of the nation’s leading authorities on trusts. He has devoted more than thirty years to advising high-net-worth families and their professional advisors regarding tax-advantaged solutions.

Dr. Silk appears frequently in podcasts and across major media outlets including CBS, CNN, U.S. News, WTOP, CEO World, Yahoo Finance, and Business Insider.

His published works include The Investor’s Dilemma Decoded (Wiley, 2024), Politicians Spend, We Pay (Sterling Lifetime Press, 2022), Managing Foundations and Charitable Trusts (Bloomberg Press, 2011), and Creating a Private Foundation (Bloomberg Press, 2003). He has authored numerous articles in publications such as Estate Planning, Philanthropy, and the Journal of Financial Planning.

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