Webinars
Up Next:
- November 30, 2022
How to Embrace Technology Innovation in Your Family Business
Join John Silvani, president & CEO, Gravity Software and David Shaw, publishing director, Family Business Magazine as they share insights you can use to build the business case for investing in new technology.
Speakers:
John Silvani
President & CEO, Gravity Software
David Shaw
Publishing Director, Family Business Magazine
Upcoming:
- December 2, 2022
LUNCH & LEARN SERIES 2022
As a follow-up to September's Family Business Legacy & Wealth conference, we are hosting a series of Lunch & Learn webinars to allow for further exploration of wealth strategies for family businesses.
This is a great opportunity to dive deeper into issues such as NextGen financial literacy, year-end tax planning and risks to family wealth. Sign up for one or all sessions and learn new ideas and strategies from our thought leaders.
Our series begins Friday, December 2 and runs through January 27, 2023. All sessions begin at 1 PM ET. Check the schedule below for details.
Register at no cost and watch the sessions on-demand at your convenience.
Speakers:
Replays:
- 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
- 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
- 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.
- 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.
- 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.
- 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