Family Business Generational Wealth 2018

Developing Wealth Strategies for the Family and the Business

 

Family Business Generational Wealth 2018, now in its second year, is the only wealth management conference for operating family businesses and enterprises.

Family Business Generational Wealth, from Family Business Magazine, is a different kind of wealth management conference, created by families for families, focused on real-world solutions to wealth management across generations, presented by family business executives and shareholders themselves.
 
This conference is ideal for:
  • Family business CEOs/Chairs/CFOs
  • Family trust directors and executives
  • Family business shareholders
  • Family council leaders and members
  • Family office leaders
 
Among the topics to be covered at Family Business Generational Wealth 2018:
 
  • What do you want your family business’ wealth legacy to be?
  • A deep dive into trusts
  • Ownership transfer from one generation to the next: How to fund, how to make it work.
  • Raising kids and living with wealth
  • Building liquidity without selling the company
  • Family Offices as investors
 
Breakout sessions on:
 
  • Philanthropy
  • Foundations
  • Family Offices
  • Investing in family businesses
  • How to be a great trustee
 

Featured Speakers

Register Today!

Registration Information
 
Please Note: Attendance at this conference is limited to members, owners, senior executives (including non-family executives and non-family board members) or shareholders of family-owned businesses whose primary business is other than advising family-owned businesses. Senior advisers to family businesses may attend only with family members. 
 
All registrants receive a free one year subscription to Family Business Magazine ($79 value), or a one-year extension to their current subscription.  Subscriptions include free online access to Family Business Magazine's extensive online archive of articles, organized by topic. Registration fees do not include hotel or travel expenses.
 

 

Early Registration Pricing (before December 10, 2017)

 
$1,950 - First attendee from your family company
$1,250 - Each additional attendee from your family company

Standard Pricing (after December 10, 2017)

 
$2,235- First Attendee from your family company
$1,450- Each additional attendee
 
For general questions on attendance or help with registration, please contact Justine Wood at (703) 850-5497. Please register all attendees from your company on the Registration Form at the same time.  If you determine at a later time that you need to add registrants, we will need to process the registrations offline in order to apply the discounted registration fees.  To register offline, please email registrant information (name, title, company name, mailing address, phone number and email address) to jwood@familybusinessmagazine.com.  For the payment, please call  Jerri Smith at 215-405-6071 to provide the credit card number or use the Credit Card Authorization Form available here.
 
All attendees will be verified prior to acceptance of registration. A family company's advisers may attenMike Bachman at (215) 405-6070 for information on attending.
 
Registration price includes all conference materials, as well as breakfast, lunch and dinner on February 8 breakfast and lunch on February 9, and a welcome reception with buffet dinner on February 7, as well as refreshment breaks.
 
Registration contact:
Justine Wood
Events Director
(703) 850-5497
 
Cancellation policy: All conference cancellations must be made in writing and sent to Justine Wood, Transitions Program Manager, 13631 Maidstone Lane, Potomac, MD 20854; faxed to (301) 987-0476 or emailed to jwood@familybusinessmagazine.com. Registrants who cancel more than four weeks prior to the program date are entitled to a full refund of the registration fee less an administrative fee of $150 per registrant; if canceled within four weeks, but more than 10 business days prior to the conference date, 50% of the conference registration fee will be refunded less an administrative fee of $150 per registrant; within ten business days of the conference date and no shows, no refund is possible. Family Business Magazine may cancel the program if attendance does not meet required levels; in case of cancellation or rescheduling, full refunds of registration fees will be made. Travel fares and hotel deposits cannot be reimbursed.

Program

About Conference

Family Business Generational Wealth 2018 is sponsored by Family Business Magazine, and is the only wealth management and growth conference created for family companies, by family companies.

Who Should Attend

Attendance at this conference is strictly limited to 150 owners, shareholders, family members and in-laws of family businesses/enterprises. The conference is designed to facilitate conversation on important family issues related to wealth management and growth in the acitve family business or enterprise.

NOTE: All attendees will be vetted to ensure that they are family company leaders, members or shareholders. This event is only for family-run companies or enterprises. Senior advisers to family companies may attend ONLY with the family company they represent.

For further information, contact conference director David Shaw at (301) 963-6162 or email dshaw@familybusinessmagazine.com.

Registration

Registration fees do not include hotel or travel expenses. Due to the customization of the conference seating and session assignments, registrations need to be submitted at least one week prior to the start of the conference.  On-site registration is not available.

Attire
The dress code for the conference is business casual to business. Meeting room temperatures will vary, so please bring and wear the appropriate layers of clothing to ensure your personal comfort.

Propose a Topic or Speaker

Contact Peter Begalla, Conference and Education Director, (386) 785-7856 or email pbegalla@familybusinessmagazine.com. Please note that the conference extends a complimentary registration for conference speakers.  In addition, conference speakers are featured in Family Business and Directors & Boards magazines and websites.  Speakers are responsible for their own expenses, to include hotel, meals, and travel.  Proposals promoting company products or services will not be considered.

Advisers and Sponsors

If your company provides services to family businesses, please considering sponsoring the conference.  Access to Transitions conference attendees—by attending the conference, a tabletop exhibit and/or by participating as a moderator/panelist is only available to conference sponsors.   Alternatively, if you are an adviser to family businesses, you may register to attend the conference with a family member for a business you advise. Contact Mike Bachman, (215) 405-6070 or email him at mike.bachman@familybusinessmagazine.com.

Press
Press passes are not available for this conference.

What Attendees Say About Family Business Magazine's conferences

“This is one of the best conferences I've ever attended.  The diversity of topics, the openness and candidness of the attendees, the structure.  All of it was awesome.”
 
"The best ever!  Messages were clear, consistent and well organized.  People shared openly whether on stage or otherwise."
 
"I always learn something new and meet new people experiencing the same things I am.  I've never had a support network like this one."
 
"I was amazed at how open everyone was about sharing their stories.  I got several ideas on dealing with the issues facing our family and our business.  Very beneficial."
 
“Loved having access to dynamic family businesses in a helpful environment.  The speakers were so giving and open--a true gift!”
 
"Good cross section of different family companies dealing with a variety of relatable issues.
got a lot of very valuable information throughout the two days."
 
"Such an open environment--eye opening would be an understatement.  I look forward to coming back next year and bringing more family with me."
 
"Best seminar I have attended.  Focused on family rather than sponsors."
 
"Excellent conference, superbly implemented and presented."
 
“Very well done, with friendly people.  The conference was set up to be very easy to talk to others and the crowd was really good.”
 
“Excellent.  I appreciated all the takeaways from the conference and enjoyed meeting and talking with others.  I liked the positive/negative shared experiences from the family businesses.”
 
“Transitions is just a great place to learn about family business issues.”
 
“I am a small business owner.  Initially, I was intimidated by the general body of large family businesses.  What was amazing to me is that, large or small, we all experience the same issues.  Very inspirational and comforting to know obstacles can be overcome.”
 
“This was an incredible experience!  I am so grateful to my family and my family company that I was asked to attend.  I particularly liked the format of the presentations: panels with excellent moderators and audience questions.”
 
“A wonderful family business conference!  I realized that all sizes of companies go through many of the same issues and we can learn from each other through story and question and answer.”
 
“We are sending our kids to Transitions as soon as possible as a condition to have anything to do with our family business!”

"This is the most rewarding conference I've ever attended.  Everyone has been so candid, genuine and open,  Love that the tone is showing and not telling people what to do."

"I think this was the best run conference that I have ever attended.  So much value.  We will be back."

"Oftentimes I'm excited to go to a conference and then it's unmemorable.  This conference was well-planned, extremely relevant, extremely relevant, unpretentious...and we had a good time."

"Great interaction and sharing.  Brilliant!"

"Transitions is a great mix of information, networking with others in similar situations, and 'best practcice' for future planning."

"This is my sixth transitions and I continue to learn priceless information and make valuable connections with other families."

"Very insightful conference, so many notes I can take back and implement ideas.  Great validation of what we are doing right and where we need to improve."

"Incredible experience with more opportunities than possible to soak up. Such a unique conference!"

"I was hoping to get the family to raise questions and their awareness. I did not expect to actually walk away with a healthy to do list--things we need to change or do.  Thank you!"

"Incredibly informative, efficient, and the most well-organized and intentionally designed conference I've attended."

"Transitions was an eye-opening experience to help our family business create the appropriate ownership and succession structure for the business to thrive into the 6th generation."

"My goal was to raise awareness within the family of how we could bring governance to the business to make it stronger. I had been receiving resistance to the idea and the family left inspired to start a more formal family council structure and create mission and values statements. Goal accomplished!" 

"It was wonderful being able to relate to all these families going through similar issues.  I learned a great deal and will be able to bring this knowledge back to my fellow G3 cousins."

"Great conference, especially in generating NextGen interest and development."

"Very relevant information in settings that were non-threatening with easy and open discussions."

"I always take a number of practical ideas home with me--well worth the cost!"

"Thanks again for hosting a fabulous conference. My dad and I really got a lot out of it, from thinking about governance structures to new insights into executive compensation. For me, more than anything else it was nice to be in a room full of people who think about their businesses from a 'long-term' perspective. It's awfully hard to build anything substantial when your perspective is limited to 5-7 years...I look forward to attending many future Transitions conferences!

"This is truly a conference 'created for family companies by family companies' and, once again, we enjoyed some great, honest presentations by some outstanding family business members, non-family executives and family business experts."

"Great forum for discussion, sharing and learning that can be applied to both our family and our business."

"I was overwhelmed by the value I received from this conference. You did a phenomenal job."

"Very good networking and very good speakers. I was glad to have experienced this conference."

"This was my first family business conference and I met a lot of good people and gained a lot of ideas I can bring back to my family's business."

"Transitions was very enlightening and gave a broader perspective of what others are facing and how they have overcome similar challenges to the ones we face."

Confirmed Speakers

Conference Location

Set in the upscale Miracle Mile district, this refined hotel is 4 miles from Villa Vizcaya museum and 12 miles from Miami Beach. 

Chic rooms with contemporary decor offer pillow-top mattresses, flat-screen TVs and WiFi access (fee), as well as minifridges and coffeemakers. Suites, some with crystal chandeliers and/or skyline views, add living areas and sleeping lofts; some have balconies. In-room spa treatments and room service are available.

Dining options include a vibrant grill restaurant, a bar, a cafe and a coffee shop. There's also a heated rooftop pool, a hot tub and a 24/7 gym, plus a business center and 23,000 sq ft of meeting space.

 

Hotel Reservations

Guests can now begin making reservations by calling 1 (888) 625-4988 and referencing group name and the block dates. 

A limited number of rooms are available at the redcued Family Business magazine rate of $289 plus tax.

Register Today!

Registration Information
 
Please Note: Attendance at this conference is limited to members, owners, senior executives (including non-family executives and non-family board members) or shareholders of family-owned businesses whose primary business is other than advising family-owned businesses. Senior advisers to family businesses may attend only with family members. 
 
All registrants receive a free one year subscription to Family Business Magazine ($79 value), or a one-year extension to their current subscription.  Subscriptions include free online access to Family Business Magazine's extensive online archive of articles, organized by topic. Registration fees do not include hotel or travel expenses.
 

 

Early Registration Pricing (before December 10, 2017)

 
$1,950 - First attendee from your family company
$1,250 - Each additional attendee from your family company

Standard Pricing (after December 10, 2017)

 
$2,235- First Attendee from your family company
$1,450- Each additional attendee
 
For general questions on attendance or help with registration, please contact Justine Wood at (703) 850-5497. Please register all attendees from your company on the Registration Form at the same time.  If you determine at a later time that you need to add registrants, we will need to process the registrations offline in order to apply the discounted registration fees.  To register offline, please email registrant information (name, title, company name, mailing address, phone number and email address) to jwood@familybusinessmagazine.com.  For the payment, please call  Jerri Smith at 215-405-6071 to provide the credit card number or use the Credit Card Authorization Form available here.
 
All attendees will be verified prior to acceptance of registration. A family company's advisers may attenMike Bachman at (215) 405-6070 for information on attending.
 
Registration price includes all conference materials, as well as breakfast, lunch and dinner on February 8 breakfast and lunch on February 9, and a welcome reception with buffet dinner on February 7, as well as refreshment breaks.
 
Registration contact:
Justine Wood
Events Director
(703) 850-5497
 
Cancellation policy: All conference cancellations must be made in writing and sent to Justine Wood, Transitions Program Manager, 13631 Maidstone Lane, Potomac, MD 20854; faxed to (301) 987-0476 or emailed to jwood@familybusinessmagazine.com. Registrants who cancel more than four weeks prior to the program date are entitled to a full refund of the registration fee less an administrative fee of $150 per registrant; if canceled within four weeks, but more than 10 business days prior to the conference date, 50% of the conference registration fee will be refunded less an administrative fee of $150 per registrant; within ten business days of the conference date and no shows, no refund is possible. Family Business Magazine may cancel the program if attendance does not meet required levels; in case of cancellation or rescheduling, full refunds of registration fees will be made. Travel fares and hotel deposits cannot be reimbursed.
Ideal For:
 
Family business CEOs/Chairs/CFOs
Family trust directors and executives
Family business shareholders
Family council leaders and members
Family office leaders