Webinars

  • May 30, 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

  

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  • April 10, 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

 

 

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  • March 14, 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

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  • February 21, 2019

Creating Stronger Foundations for the Future

Join Jon Flack, PwC US Family Enterprises Leader, Danielle Valkner, PwC US Family Office Leader and David Shaw, Publishing Director of Family Business Magazine, as they share interesting findings from this year’s survey and insights on what it takes to succeed as a family business. 

Creating Stronger Foundations for the Future

The latest findings from PwC’s US Family Business Survey

Thursday February 21, 2019

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

60 minutes

 

 

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  • January 31, 2019

3 Keys to Managing Family Enterprise Risk

Join Crystal & Company's Jonathan Crystal, third generation owner and Executive Vice President, and Linda Bourn, Executive Managing Director of the Family Enterprise Risk Practice of Crystal Private Client, both divisions of Alliant, along with David Shaw, Publishing Director of Family Business Magazine, as they discuss how family enterprises can build resilience through risk management planning.

3 KEYS TO MANAGING FAMILY ENTERPRISE RISK

Thursday January 31st, 2019

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

60 minutes

 

 

 

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  • September 19, 2018

Continuity and Succession Planning: 3 Steps to Reduce the Tension

Join Dave Juday, Director and Retired Chairman, IDEAL Industries, Inc., Charlie Carr and Belinda Sneddon, Managing Directors for PwC's US Family Enterprise Advisory Services group and David Shaw, Publishing Director of Family Business Magazine, as they discuss how to address the potential for tension in succession planning.

 Continuity and Succession Planning:  Three Steps to Reduce the Tension

Wednesday, September 19, 2018
  2 p.m. ET/11 a.m. PT
 
60 minutes

 

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  • August 30, 2018

How to Make a Family Donor-Advised Fund Work for You

Join Lawson Bader, President and CEO of DonorsTrust and Donors Capital Fund, James Piereson, President of the William E. Simon Foundation, and Family Business Magazine’s Publishing Director David Shaw for the hows and whys of integrating a donor-advised fund into your family’s philanthropic plan.

How to Make a Family Donor-Advised Fund Work for You

  2 p.m. ET/11 a.m. PT

60 minutes

 

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  • August 9, 2018

5 TAX REFORM STRATEGIES FOR FAMILY BUSINESS OWNERS

Join Wilmington Trust's Alvina H. Lo and Jonathan Fitzgerald, and David Shaw of Family Business Magazine for an in-depth discussion of five tax reform strategies for family businesses.

5 Tax Reform Strategies for Family Business Owners
 
Thursday, August 9, 2018
  2 p.m. ET/11 a.m. PT

 

60 minutes

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  • May 23, 2018

Valuing the Family- and Privately Owned Business

Join Stuart Smith of M&T Bank Investment Banking, John Lindak of Wilmington Trust and David Shaw of Family Business Magazine for the answers to your business valuation questions.
 

Valuing the Family- and Privately Owned Business

Wednesday May 23, 2018

  2 p.m. ET/11 a.m. PT

60 minutes

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  • April 25, 2018

Is a Family Office Right For you?

Join Alison Norris, Director, Family Office, The Biltmore Company, and Charlie Carr and Belinda Sneddon of PwC's Family Enterprise Advisory Services, for the answers to your family office questions.
 
Is a Family Office Right for You?
What family businesses need to know about starting and building a family office
 
Wednesday April 25, 2018
2 p.m. ET/11 a.m. PT
60 minutes

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