Your Client’s Final Celebration – Things That Can Be Done Now To Be Prepared

March 14, 2023

at 12:00 pm EST

Guest Speaker(s):
Jeffrey K. Lambert, Family Office Relations, LHT Consulting Group, LLC
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-led 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(s)

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.

Member & Guest Webinar Access

Member Webinar Access

PPI Members are not required to pre-register for our webinars. Simply sign-in here a to access your login credentials for this session. Members will also automatically receive an email with their login credentials and any program materials the speaker has made available prior to each webinar.

Guest Webinar Access

Not a member? We invite you to join us as a guest for an upcoming webinar to experience the value our programs provide. Simply fill out the form below to request guest access. You are welcome to join us for this webinar at no cost and with no obligation to join. However, we limit guest access to one webinar per year. We invite you to become a member today to gain access to all live and archived webinars.