Caring for the Family Business During Challenging Times

Join Bob Buchanan, National Director of Business Transition Planning for The Private Bank at Wells Fargo, Nancy Amick, Senior Director for the Institute for Family Culture at Abbot Downing, and Barbara Spector, editor-in-chief of Family Business Magazine, for a discussion of planning strategies that strengthen the family unit.

Caring for the Family Business During Challenging Times
Thursday, May 14, 2020

2 PM ET | 11 AM PT

 

https://www.webcaster4.com/Webcast/Page/494/34636

Family business leaders often face unique challenges, but the current global pandemic has challenged them in unprecedented ways. In addition to the health and economic factors facing businesses today, many family business leaders have close personal ties to their employees and communities, some going back for generations. This webinar will discuss integrated wealth planning strategies and actions for family business owners to consider in order to help their family and the family business navigate through this uncertain time.

During this webinar, you will:

  • Explore personal and business wealth planning strategies that help strengthen the position of the family business
  • Identify specific actions you can take to support your family and family business
  • Help you to understand family leadership practices that are important during difficult times

Join Bob Buchanan, National Director of Business Transition Planning for The Private Bank at Wells Fargo, Nancy Amick, Senior Director for the Institute for Family Culture at Abbot Downing, and Barbara Spector, editor-in-chief of Family Business Magazine, for a discussion of planning strategies that strengthen the family unit.


Speakers

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Bob Buchanan

National Director of Business Transition Planning, The Private Bank at Wells Fargo

Bob Buchanan is the National Practice Leader for the Business Transition Planning team. He joined Wells Fargo in 2017 as a Senior Business Transition Strategist located in the Orlando, Florida Wells Fargo Private Bank office. The Business Transition Planning team works with business-owner clients to help develop custom transition plans and implement solutions based on a thorough understanding of their personal values, asset growth and wealth transfer goals, and vision for their legacy.
 
Prior to joining Wells Fargo, Mr. Buchanan worked for a business valuation and investment banking for more than 15 years, where he was the Managing Partner of PCE Valuations, and a shareholder of PCE Holdings. He has been in the financial services industry for more than 20 years.
 
Mr. Buchanan earned a Bachelor of Science in Finance from The University of Central Florida and a Juris Doctorate from The Washington & Lee University School of Law. He also holds the Certified Financial Planner designation (CFP®).
 
Mr. Buchanan is a 7th generation native Floridian. He has 3 children, and enjoys traveling, hiking, kayaking, biking, reading, and water sports.
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Nancy Amick

Senior Director for the Institute for Family Culture, Abbot Downing

As a senior director of the Institute for Family Culture, Nancy works with individuals, couples, and multigenerational families to develop communication, education, and governance strategies that help them meet their wealth objectives and successfully grow, preserve, and transition wealth across generations.

With experience in leadership development, building high-performing teams, and leadership transitions in business, Nancy works with families on family business transition planning including how to engage and develop the rising generation of family leaders for future roles and responsibilities in the family business. She also consults on family governance, family legacy planning, communicating about wealth within the family, and family philanthropy.

Nancy joined Wells Fargo, Abbot Downing’s parent company, in 1998. She previously served in leadership roles in Enterprise Human Resources and as head of Organizational Effectiveness and Development for Wells Fargo’s Wealth and Investment Management division. Nancy provided executive coaching and strategic consulting on organizational change, organizational culture, leadership development, team performance, and individual effectiveness.

Nancy holds a doctorate and a master’s degree in clinical psychology from the California School of Professional Psychology and a bachelor’s degree in psychology from the University of California, San Diego. She completed an executive coaching certification at Columbia University Business School and Teachers College. Most recently, Nancy co-authored three book chapters on how to create a systemic coaching culture within multi-layered organizational settings.

 

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Barbara Spector

Editor-in-Chief, Family Business Magazine

Barbara Spector, who grew up in a family business, has served on the editorial staff of Family Business since 2000. She has been editor-in-chief since 2004 and became associate publisher in 2011. She has compiled and edited seven volumes of the acclaimed Family Business Handbook series. Previously, she was the managing editor of Jewelers' Circular Keystone, a trade magazine for the jewelry industry, which is primarily composed of family businesses. She is a magna cum laude graduate of the University of Pennsylvania.

Benefits

• No cost to attend 

• Opportunity for questions and feedback

• Unbiased third-party family business education 

• All participants can receive a copy of the webinar materials after the event, upon request

• All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.

• 60 minutes -- maximum value for time


Sponsor

Abbot Downing