Webinars

  • December 11, 2019

Managing Wealth's Generational Impact: Research, Case Studies and Successful Practices

Join Abbot Downing leaders Arne Boudewyn, Head of the Institute for Family Culture, and Lisa Featherngill, Head of Wealth and Legacy Planning, along with Family Business Magazine Executive Editor and Associate Publisher, Barbara Spector who will share best practices for managing generational wealth.

Managing Wealth's Generational Impact: Research, Case Studies and Successful Practices

Wednesday, December 11, 2019

2 p.m. ET | 11 a.m. PT

60 minutes

Read More →

  • November 19, 2019

Ownership Transitions for the Private Business Owner

Join PNC's Joe Fahey, CFA, Sr. VP & National Director, Business Succession Planning, Bill Watkins, Managing Director, Harris Williams, Julie Williams, Managing Director & National Director for PNC's ESOP Solutions, Mark Buxton, Sr. VP & Regional Director for PNC's Wealth Strategy, and April Hall, Senior Editor, Family Business Magazine, as they provide objective advice and a comprehensive process to evaluate your options.

Ownership Transitions for the Private Business Owner

Tuesday, November 19, 2019

2 p.m. ET | 11 a.m. PT

60 minutes

 

 

 

Read More →

  • October 28, 2019

Digital Disruption is Here. Are You Ready?

Join PwC’s Danielle Valkner, U.S. Family Office Leader, Mackenzie Corporation’s Jenny Dinnen, President, Sales & Marketing, and Katie Rucker, President, Operations, along with Barbara Spector, Editor-in-Chief and Associate Publisher of Family Business Magazine, as they discuss why and how you should adapt to the realities of the evolving digital environment.

Digital Disruption is Here. Are Your Ready?

Tuesday, October 29, 2019

2 p.m. ET | 11 a.m. PT

60 minutes

Read More →

  • October 9, 2019

Delaware Trust Advantages for Business Owners

Join Wilmington Trust's Jeffrey Wolken, Group Vice President and National Director of Fiduciary Startegies, and Alvina Lo, Chief Wealth Strategist, along with Barbara Spector, Editor-in-Chief and Associate Publisher of Family Business Magazine, as they discuss the key advantages of establishing a trust in Delaware.

Delaware Trust Advantages for Business Owners

Retain control, protection and privacy for your most important asset

Thursday, October 10, 2019

2 p.m. ET | 11 a.m. PT

60 minutes

 

Read More →

  • September 30, 2019

Strategic Positioning for the Private Business Owner

Join PNC's Joe Fahey, CFA, Sr. VP & National Director, Business Succession Planning, and Mark Buxton, Sr. VP & Regional Director, Wealth Strategy, along with April Hall, Senior Editor, Family Business Magazine, as they take a look at the pros and cons, and financial implications of ownership transition.

Strategic Positioning for the Private Business Owner

Tuesday, October 1, 2019

2 p.m. ET | 11 a.m. PT

60 minutes

Read More →

  • September 11, 2019

Why Your Family’s Money Belongs in Nevada — No Matter Which State You Call Home

 

Join Whittier Trust’s Victoria Kahn, Sr. Vice President, Nevada Regional Manager, Nevada Office and James Parks, Executive Director, CBIZ (a leading member of their Los Angeles office) Director, Board of Directors of Whittier Trust, along with moderator Barbara Spector, Editor-in-Chief and Associate Publisher of Family Business Magazine, as they discuss the many advantages of establishing a trust in the state of Nevada.

Why Your Family’s Money Belongs in Nevada — No Matter Which State You Call Home

Thursday, September 12, 2019

2 p.m. ET/11 a.m. PT

Read More →

  • June 17, 2019

A Portfolio Approach to Planned Giving

Join DonorsTrust’s Lawson R. Bader, President and CEO, and Jeff Zysik, Chief Financial Office and Chief Operating Officer, along with David Shaw, Publishing Director of Family Business Magazine, in a discussion of simple ways to help protect your charitable legacy.

A Portfolio Approach to Planned Giving

Tuesday, June 18, 2019

2pm ET / 11am PT

60 minutes

Read More →

  • May 29, 2019

From Acquisitions to Exit Strategies: What every family business should know

Join our PwC partner leaders, Jon Flack and Fentress Seagroves, along with John Neretlis, Family Council Chair of Rowntree Enterprises, and Barbara Spector, Editor-in-Chief and Associate Publisher of Family Business Magazine, as we discuss how to effectively plan and support the important decision-making process for family businesses.

FROM ACQUISITIONS TO EXIT STRATEGIES: What every family business should know

Thursday, May 30, 2019

2pm ET | 11am PT

60 minutes

  

Read More →

  • April 9, 2019

CHOOSING THE RIGHT TRUSTEE FOR YOUR FAMILY BUSINESS

Join Tara Bahn, Director of Shareholder Services for the Clemens Food Group (a sixth-generation, billion-dollar family company), who will share her family’s experiences, Tom Frank, Executive Vice President and Northern California Regional Manager at Whittier Trust, and Barbara Spector, Family Business Magazine’s Editor-in-Chief and Associate Publisher, for an in-depth look at choosing a trustee for your family business.

CHOOSING THE RIGHT TRUSTEE FOR YOUR FAMILY BUSINESS

Wednesday, April 10, 2019

2 PM ET | 11 AM PT

 

 

Read More →

  • March 13, 2019

Private Investment Partnerships: A strategy for founder succession, legacy preservation and growth

Join Jane Allen, Founder and former CEO of Counsel on Call, Greg Allen, Director, the Legility Board, and Gridiron Capital's Tom Burger, Managing Partner and Co-Founder, and Kevin Jackson, Managing Partner, for a case-study based discussion on engaging outside private investment in the family business.

Private Investment Partnerships: A strategy for founder succession, legacy preservation and growth

Thursday, March 14, 2019

2 p.m. ET | 11 a.m. PT

60 minutes

Read More →