Webinars

Up Next:

  • 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

Speakers:

Juliana Ricks

Vice President of Real Estate, Whittier Trust

Tom Frank

Executive Vice President of Client Advisory Services, Whittier Trust

David Shaw

Publishing Director, Family Business Magazine

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Upcoming:

  • June 24, 2021

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

Join PwC's Frank Graziano, U.S. Personal Financial Services Leader, Irene Estrada, Managing Director, and David Shaw, Publishing Director, Family Business Magazine, as they discuss the critical issues surrounding a family enterprise transition.

 

Speakers:

Frank Graziano

U.S. Personal Financial Services Leader, PwC

Irene C. Estrada

Tax Managing Director, PwC

David Shaw

Publishing Director, Family Business Magazine

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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

Speakers:

Linda Manfredonia

Wilmington Regional Director, Glenmede

John McCabe

Chief Fiduciary Counsel, Glenmede

David Shaw

Publishing Director, Family Business Magazine

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Replays:

  • 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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  • April 8, 2021

Preparing All Generations for Successful NextGen Entry into the Enterprise

Join Katelyn Husereau, Senior Manager of CFAR’s Family Enterprise practice, and special guest Josh Blank of the Arthur M. Blank Family of Businesses (Atlanta Falcons Football Club, Atlanta United Soccer Club, Mercedes-Benz Stadium, PGA Tour Superstore and AMB West), along with David Shaw, Family Business Magazine’s Publishing Director, as they provide a firsthand account of what the NextGen entry process is like and what families preparing for it might consider.

 

 

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  • March 30, 2021

Protecting Your Family Business in a Time of Disruption

Join Whittier Trust’s Brian Bissell, Senior Vice President and Client Advisor, and Caleb Silsby, Chief Portfolio Manager, along with David Shaw, Publishing Director, Family Business Magazine, as they discuss strategies for protecting your family business and family assets.

 

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  • March 10, 2021

Threats to Family Philanthropy

In this webinar, Lawson Bader, President and CEO of DonorsTrust; Elise Westhoff, President and CEO of the Philanthropy Roundtable; and David Shaw, Publishing Director, Family Business Magazine, will explore the potential threats to family philanthropy and what you can do about them.

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  • February 4, 2021

Planning and the Biden Administration: What to Expect and Do When You’re Expecting… Changes to the Tax Code!

Join senior wealth planners, Ali Hutchinson, Stacia Kroetz and Anne Warren from Brown Borthers Harriman (BBH) and David Shaw, Publishing Director, Family Business Magazine, as they discuss tax planning considerations for your business and your family, and changes that you may want to consider in 2021. They will also address the importance of communication around these issues and why the best planning can still fail when communication falters.

Thursday, February 4, 2021
2 PM ET | 11 AM PT
60 minutes

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  • December 17, 2020

Engaging the Next Generation in Your Philanthropy

Please join us as we explore the promise and challenge of next-generation philanthropy. Two generations of the Charles R Wood Foundation will discuss intergenerational foundations and engaging the next generation of private foundation stewards, moderated by Foundation Source and Family Business Magazine’s Publishing Director, David Shaw.

Thursday, December 17, 2020
2 p.m. ET | 11 a.m. PT
60 minutes

 

 

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  • December 2, 2020

Unloved and Overlooked Investment Opportunities for the Family Office During a Pandemic

Join Drexel Morgan’s Erich Hickey, Chief Operating Officer and Chief Investment Officer, and Joseph Zaccardi, Portfolio Manager, along with Family Business Magazine’s Publishing Director, David Shaw, for a discussion on the current and future investment environment for family offices.

Wednesday, December 2, 2020
2 p.m. ET | 11 a.m. PT
60 minutes

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  • November 17, 2020

The Essentials of Family Governance: What Every Family Business Owner Should Know

Join GenSpring SunTrust Private Wealth’s David Herritt, Head of GenSpring Family Office Services, and Managing Director, GenSpring Family Office Services, Carolann Grieve; along with Family Business Magazine’s Publishing Director, David Shaw, as they discuss what every family business should know about good family governance.

Tuesday, November 17, 2020
2 p.m. ET | 11 a.m. PT
60 minutes

 

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  • November 11, 2020

What Does It Take to Be an Exceptional Family Business CEO?

In a session moderated by Brooke Anderson and Jeffrey Kane of BDO, Mariah Weyland Gratz, CEO of Weyland Ventures; Robert Underbrink, president and CEO of King Ranch Inc.; and Todd Schurz, president and CEO of Schurz Communications, Inc., will offer insights into what it takes to achieve true leadership success.

Wednesday, November 11, 2020
2 p.m. ET | 11 a.m. PT
60 minutes

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