Connecting Succession and Estate Planning to Sustain Family Wealth--Mind the Gap!
Join family business owner Taylor Fernley, Wilmington Trust's Frederick M. Hopkins and Family Business Magazine's Barbara Spector for a robust discussion on how successful individuals coordinate their business succession plan with their personal estate plan to protect their investment in their business and sustain their family’s wealth
Mind the Gap! Connecting Succession and Estate Planning to Sustain Family Wealth
Speakers
Taylor Fernley
President & CEO, Fernley & Fernley, Inc.
Frederick M. Hopkins
Director, Wilmington Trust's Maryland Family Wealth Group
Frederick M. Hopkins is the Director of Wilmington Trust’s Maryland Family Wealth Group. He joined Wilmington Trust three years ago with nearly 15 years of experience with trust and estate work. Most recently he was a principal at Legg Mason Investment Counsel in Baltimore, where he served as a senior advisor to the firm’s high net worth clients. Hopkins earned his law degree from the University of Maryland School of Law, and his bachelor’s degree in Economics from Williams College. He is a CFA charterholder, and a member of the Baltimore CFA Society, the Maryland Bar Association, and the Baltimore Estate Planning Council.
Barbara Spector
Editor, Family Business Magazine
Barbara Spector, who grew up in a family business, has served on the editorial staff of Family Business Magazine since 2000 and has been the magazine's editor-in-chief since 2004. She has also compiled and edited six volumes in the acclaimed Family Business Handbook Series, most recently the all-new revised edition of The Family Business Succession Handbook. Previously, she was the managing editor of Jewelers' Circular Keystone, a trade magazine for the jewelry industry, which is primarily composed of family businesses.