Webinars

Up Next:

  • September 28, 2021

Creating Your Family’s Giving Legacy Through High Impact Philanthropy

Join speakers Jodi Rosen, CAP®, Vanguard Charitable’s Director of Business Development; and Julien Franklin, CAP®, Philanthropic Development Consultant; along with Family Business Magazine’s Publishing Director, David Shaw, for a deeper look at your high impact philanthropic strategy.

Tuesday, September 28, 2021
2 PM ET | 11 AM PT
60 minutes

Speakers:

Jodi Rosen

Director of Business Development, Vanguard Charitable

Julien Franklin

Philanthropic Development Consultant, Vanguard Charitable

David Shaw

Publishing Director, Family Business Magazine

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Upcoming:

  • October 5, 2021

Go or Grow?

Please join us for an informative discussion on navigating the decision facing many business owners today – is it time to sell your business, or should you continue to invest in growing shareholder value?  Transitioning out of a business is probably the most important financial decision that a business owner will make during his or her lifetime. Statistics continue to show that while succession planning is considered to be a high priority for business owners, many have not planned appropriately. 

Tuesday, October 5, 2021
2 PM ET | 11 PM PT
60 minutes

 

Speakers:

Melissa McCarthy

Managing Director and Head of the Corporate Advisory Center, PNC

Jonathan Lander

Senior Vice President & Senior Wealth Strategist, PNC Private Bank Hawthorn

Bill Watkins

Managing Director, Harris Williams

Mark Buxton

Senior Vice President & Wealth Strategist Regional Manager, PNC Private Bank

David Shaw

Publishing Director, Family Business Magazine

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Replays:

  • September 14, 2021

Sale of a Family Business: Best Practices & Costly Pitfalls to Avoid

Join Whittier Trust’s Senior Vice President Matthew W. Markatos, CFA,  and Vice President Elizabeth M. Anderson, CEPA, along with Family Business Magazine’s Publishing Director, David Shaw, as they cover the critical issues surrounding the sale of a family business. Senior-generation family members in the business and NextGens in or out of the business will leave this session with a clear sense of the benefits and complications of either approach. They also will recognize the financial and emotional risks of not planning. 

 

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  • August 31, 2021

How Cryptocurrency Fits into a Broader Investment Strategy

Please join Galaxy Digital’s Head of Asset Management, Steve Kurz, and Family Business Magazine’s Publishing Director, David Shaw, for a straightforward primer on:

•             The cryptocurrency landscape
•             Segmenting the digital asset class
•             Digital assets as an investment and how to access exposure

 

Tuesday, August 31, 2021
2:30 PM ET | 11:30 AM PT
60 minutes

 

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  • August 18, 2021

Money & Relationships in the Family

Join Truist Wealth’s David Herritt, Head of Center for Family Legacy, and David Shaw, Publishing Director, Family Business Magazine, as they discuss the complexities of money and relationships inside and outside of the family business.

Wednesday, August 18, 2021
2 PM ET | 11 AM PT
60 minutes

 

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  • August 3, 2021

Best Practices When Considering a Single Family Office Structure

Join Morgan Stanley’s Managing Director, Head of Single Family Office Advisory, Valerie Wong Fountain, who leads the single family office advisory team; Managing Director, Marc Richman, and Senior Vice President, Brian Bernhardt, along with Family Business Magazine's Publishing Director, David Shaw, for an informative discussion on structuring a single family office for your business.

Tuesday, August 3, 2021
2 PM ET | 11 AM PT
60 minutes

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  • July 22, 2021

Benefits of a Delaware Trust: A Valuable Vehicle for Business Owners and Their Families

Join Glenmede’s Linda Manfredonia, Delaware Regional Director and President and CEO of The Glenmede Trust Company of Delaware, and John McCabe, Chief Fiduciary Counsel, along with David Shaw, Publishing Director, Family Business Magazine, for a discussion of how business owners and their families might benefit from a Delaware trust.

Tuesday, July 22, 2021
2 PM ET | 11 AM PT
60 minutes

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  • July 8, 2021

Tax Update: How Proposed Tax Changes Could Impact Family-Owned Businesses

Join BMO’s Pratik Patel and Dave Bensema, CPA, CFP,  Managing Directors with BMO Family Office, along with David Shaw, Publishing Director, Family Business Magazine to learn about the potential benefits that the recent tax updates may have for you and your family business in the future.

Thursday, July 8, 2021
2 PM ET | 11 AM PT
60 Minutes

 

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  • June 24, 2021

Sell? Buy? Give? Considerations for a Family Enterprise Transition

Join PwC's Claudio DeVellis, Tax Partner, Personal Financial Services, Irene Estrada, Tax Managing Director, and David Shaw, Publishing Director, Family Business Magazine, as they discuss the critical issues surrounding a family enterprise transition.

 

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  • June 15, 2021

Real Estate in Family Trusts: Critical Mistakes and How To Avoid Them

Join Whittier Trust’s Juliana Ricks, Vice President of Real Estate, and Tom Frank, Executive Vice President of Client Advisory Services, along with moderator David Shaw, Publishing Director, Family Business Magazine, as they discuss different family scenarios related to holding real estate in family trusts.

Tuesday, June 15, 2021
2 PM ET | 11 AM PT
60 minutes

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  • June 4, 2021

The Tax Man Cometh: The Biden Administration and Wealth Planning Considerations

Join Brown Brothers Harriman's Scott Clemons, Partner and Chief Investment Strategist; and Ali Hutchinson, Senior Wealth Planner; along with moderator, David Shaw, Publishing Director, Family Business Magazine, as they explore the administration’s wealth and tax planning proposals. 

Thursday, June 3
2 PM ET | 11 AM PT
60 minutes

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  • May 18, 2021

The Role of the Family Enterprise in Support of the Family Business

Join Family Office Exchange’s Gaby Griffin, Market Leader, Business Owners and Family Office Executives; and Scott Winget, Market Leader, Enterprise Families; along with David Shaw, Family Business Magazine’s Publishing Director, as they examine the role of the family enterprise in support of the family business.

Tuesday, May 18, 2021
2 PM ET | 11 AM PT

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