Webinars
Up Next:
- 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, Ross Bruch, Ali Hutchinson 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
Speakers:
Ali Hutchinson
Senior Wealth Planner, Brown Brothers Harriman (BBH)
Ross Bruch
Senior Wealth Planner, Brown Brothers Harriman (BBH)
Anne Warren
Senior Wealth Planner, Brown Brothers Harriman (BBH)
David Shaw
Publishing Director, Family Business Magazine
Replays:
- April 7, 2020
COVID-19: Navigating Your Family Enterprise Through Uncharted Waters
Join PwC's Jonathan Flack, US Family Enterprises and Business Leader, Belinda Sneddon, Managing Director, Family Enterprise Advisory Services, and Danielle Valkner, US Family Office Leader, and David Shaw, Publishing Director, Family Business Magazine, as they discuss these critical issues.
COVID-19: Navigating Your Family Enterprise Through Uncharted Waters
Tuesday, April 7, 2020
2 p.m. ET / 11 a.m. PT
60 minutes
- February 26, 2020
Professionalizing Your Family Enterprise Board
Join Carin Robinson, Director, Family Enterprise Advisory Services, PwC, Michael Bench, President, Jake's Finer Foods, and David Shaw, Publishing Director, Family Business Magazine, as they discuss how to approach and manage board development from a strategic and process-driven viewpoint.
Professionalizing Your Family Enterprise Board
Wednesday, February 26, 2020
2 p.m. ET | 11 a.m. PT
60 minutes
- January 28, 2020
Should You Fire Your Child From the Business?
Join Gary Plaster, Family Business Strategist Leader from Baker Tilly; Greg Monday, Corporate Law and Trusts and Estates practice, Reinhart Boerner Van Deuren; Pete Vogel, CEO and fourth-generation owner of Vogel Bros. Building Co.; along with moderator Barbara Spector, Editor-in-Chief and Associate Publisher, Family Business Magazine, as they share practical ways to avoid and/or resolve the complexities of working with your children.
Should You Fire Your Child from the Family Business?
Tuesday, January 28, 2020
2 p.m. ET | 11 a.m. PT
60 minutes
- 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
- 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
- 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
- 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
- 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
- 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
- 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