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Henry Rubin received a Bachelor of Arts from the State University of New York at Binghamton, where he graduated summa cum laude, and is a member of Phi BetaKappa. He received a JD from the New York University School of Law and was admitted to the Bars of New Jersey and New York, where he developed an expertise inestate planning at the law firm of Thacher Proffitt & Wood.\nHe is principal of H. Rubin Esq. & Company, a wealth advisory firm. Henry is an estate planning attorney and wealth advisor for individuals, hedge funds, and not-for-profit organizations. Henry is also an adjunct professor of estate and financial planning at several New York Universities and Colleges.\nHenry teaches individuals, families, boards and other groups how to advance their financial, family and philanthropic goals by utilizing trust, insurance and portfolio planning, together with zero estate tax and intergenerational wealth planning. Henry is a widely known and sought after speaker.\nSome of his recent presentations include:\n\nPhilanthropic Wealth Planning Strategies for High Net Worth Families at The Mar-a-Lago Club, Palm Beach, FL:A discussion of advanced wealth planning strategies for individuals wishing to create lasting capital for their families, their charities, and their community\nWealth Planning Secrets of the 1% sponsored by the New York City Chamber of Commerce\nEstate Planning for Physicians and Health Care Professionals sponsored by the National Committee on Planned Giving, at Gaylord Palms Resort, Kissimmee, FL:Topics: Asset Protection and Wealth Preservation Planning, Leveraging the Tax Code to Create More Capital for Children and Charity, Intergenerational Pension and Wealth Transfer Planning\nHow To Protect Your Health and Your Wealth sponsored by National Committee on Wealth Planning, Dallas, TX\nHow to Fight Elder Abuse . . . Protecting Your Estate from Financial Predators sponsored by The Benjamin N. Cardozo School of Law, New York, NY:Topics: Living Trusts, Power of Attorney, Health Care Proxies, Guardianship Proceedings, and Living Wills\n\nHenry feels strongly about giving back to the community and has helped raise millions of dollars for philanthropies of all kinds. Henry has advised trustees, supporters and alumni in estate and wealth planning at the Albert Einstein School of Medicine, the Cardozo School of Law of Yeshiva University, the New York City Ballet, and Abilis, an organization serving individuals with disabilities in Westchester County, NY and Greenwich, CT.

Mr. Miller has advised thousands of business leaders on transformational change for decades. Now he is helping individuals be more successful by getting serious about their happiness.

As a Senior Consultant & Product Manager, Ms. Gurina is responsible for creating customized solutions, from cutting-edge frameworks to tactical recommendations. She specializes in digital strategy and expanding the reach of a firm’s sales force and service. Helen contributes to kasina's Industry Analysis and other research publications. She is also the Product Manager of kasina Digital Vision, a comprehensive solution for benchmarking asset managers’ digital marketing. \n\nHelen holds a bachelor’s degree in economics and in comparative literature from Dartmouth College. She brings a mix of technology and consulting experience to her role at kasina. Helen worked as a Product Manager at a financial technology firm where she led the development and expansion of\nseveral software and online solutions for financial firms. Prior to that, Helen worked in management consulting with Investor Group Services, where she evaluated potential acquisitions and developed growth strategies for portfolio companies of private equity clients.

Heather L. Locus, CPA, CFP® is a Principal of the firm and leads the Women’s Service Team. She was selected as one of The Business Ledger’s 2004 Influential Women in Business. She has been quoted in various publications including the AARP Bulletin, and Crain’s Chicago Business. She has taught many investment and financial planning classes during the past 15 years including the topic of Raising Financially Intelligent Children. She enjoys teaching second graders as a volunteer through Junior Achievement and learning something new every day from her son and daughter.