Webinars
Up Next:
- August 24, 2022
Purpose & Social Impact- the Changing Landscape for Family Enterprise
Please join Truist Wealth's Bill Lyons, Director, Center for Family Legacy; Oscarlyn Elder, Co-Chief Investment Officer; and Truist Securities' Kristin Watkins, Director, ESG Advisory and Intra-industry Coverage; along with David Shaw, Publishing Director, Family Business Magazine, to learn how businesses are capitalizing on the strategic opportunities in ESG/ sustainability to reduce risk and increase return, how families are finding common ground across generations to align their values with all of their shared assets and more about the many opportunities to amplify your impact.
Wednesday, August 24th
2 PM ET | 11 AM ET
60 minutes
Speakers:
Bill Lyons
Director, Center for Family Legacy, Truist Wealth
Oscarlyn Elder
Co-Chief Investment Officer, Truist Wealth
Kristin Watkins
Director, ESG Advisory and Intra-industry Coverage, Truist Securities
David Shaw
Publishing Director, Family Business Magazine
Replays:
- September 28, 2021
Creating Your Family’s Giving Legacy Through High Impact Philanthropy
Join speakers Jodi Rosen, CAP®, Vanguard Charitable’s Director of Business Development; and Julien Franklin, CAP®, Philanthropic Development Consultant; along with Family Business Magazine’s Publishing Director, David Shaw, for a deeper look at your high impact philanthropic strategy.
Tuesday, September 28, 2021
2 PM ET | 11 AM PT
60 minutes
- September 14, 2021
Sale of a Family Business: Best Practices & Costly Pitfalls to Avoid
Join Whittier Trust’s Senior Vice President Matthew W. Markatos, CFA, and Vice President Elizabeth M. Anderson, CEPA, along with Family Business Magazine’s Publishing Director, David Shaw, as they cover the critical issues surrounding the sale of a family business. Senior-generation family members in the business and NextGens in or out of the business will leave this session with a clear sense of the benefits and complications of either approach. They also will recognize the financial and emotional risks of not planning.
- August 31, 2021
How Cryptocurrency Fits into a Broader Investment Strategy
Please join Galaxy Digital’s Head of Asset Management, Steve Kurz, and Family Business Magazine’s Publishing Director, David Shaw, for a straightforward primer on:
• The cryptocurrency landscape
• Segmenting the digital asset class
• Digital assets as an investment and how to access exposure
Tuesday, August 31, 2021
2:30 PM ET | 11:30 AM PT
60 minutes
- August 18, 2021
Money & Relationships in the Family
Join Truist Wealth’s David Herritt, Head of Center for Family Legacy, and David Shaw, Publishing Director, Family Business Magazine, as they discuss the complexities of money and relationships inside and outside of the family business.
Wednesday, August 18, 2021
2 PM ET | 11 AM PT
60 minutes
- August 3, 2021
Best Practices When Considering a Single Family Office Structure
Join Morgan Stanley’s Managing Director, Head of Single Family Office Advisory, Valerie Wong Fountain, who leads the single family office advisory team; Managing Director, Marc Richman, and Senior Vice President, Brian Bernhardt, along with Family Business Magazine's Publishing Director, David Shaw, for an informative discussion on structuring a single family office for your business.
Tuesday, August 3, 2021
2 PM ET | 11 AM PT
60 minutes
- 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
- July 8, 2021
Tax Update: How Proposed Tax Changes Could Impact Family-Owned Businesses
Join BMO’s Pratik Patel and Dave Bensema, CPA, CFP, Managing Directors with BMO Family Office, along with David Shaw, Publishing Director, Family Business Magazine to learn about the potential benefits that the recent tax updates may have for you and your family business in the future.
Thursday, July 8, 2021
2 PM ET | 11 AM PT
60 Minutes
- June 24, 2021
Sell? Buy? Give? Considerations for a Family Enterprise Transition
Join PwC's Claudio DeVellis, Tax Partner, Personal Financial Services, Irene Estrada, Tax Managing Director, and David Shaw, Publishing Director, Family Business Magazine, as they discuss the critical issues surrounding a family enterprise transition.
- 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
- 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