Webinars

  • 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 →

  • February 20, 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

 

 

Read More →

  • January 30, 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

 

 

 

Read More →

  • September 18, 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

 

Read More →

  • August 29, 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

 

Read More →

  • August 8, 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

Read More →

  • May 22, 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

Read More →

  • April 24, 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

Read More →

  • November 12, 2017

Responsible Investing

Your family values are strong. Are those values reflected in your investment strategy?
 
RESPONSIBLE INVESTING
Aligning Your Portfolio with Your Values
 
Monday, November 13, 2017
1 p.m. ET/10 a.m. PT
60 minutes

Read More →

  • June 27, 2017

Taxes: The Good, the Bad and the Alpha

Join Family Business Magazine's Peter Begalla, and Yolanda Plaza-Charres, Joseph Mukurazita and Mike Frederick of SEI Private Wealth Management for a discussion on the tax strategies family businesses/enterprises can put to work now.

Taxes: The Good, the Bad and the Alpha

 
Wednesday, June 28, 2017
2 p.m. ET/11 a.m. PT
60 minutes

Read More →