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
- 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
- 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
- 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
- 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
- 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.
- May 22, 2018
Valuing the Family- and Privately Owned Business
Valuing the Family- and Privately Owned Business
2 p.m. ET/11 a.m. PT
- April 24, 2018
Is a Family Office Right For you?
- November 12, 2017
Responsible Investing
- 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.