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 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.
Taxes: The Good, the Bad and the Alpha
- June 6, 2017
Deconstructing Conflict: How to Understand and Manage Family Conflict Over Business, Wealth and Power
Join Family Business Magazine’s editor Barbara Spector, and Doug Baumoel and Blair Trippe from Continuity Family Business Consulting, for an in-depth discussion of strategies for family businesses to use to understand and manage conflict.
Deconstructing Conflict: How to Understand and Manage Family Conflict Over Business, Wealth and Power
- November 16, 2016
Connecting Succession and Estate Planning to Sustain Family Wealth--Mind the Gap!
Join family business owner Taylor Fernley, Wilmington Trust's Frederick M. Hopkins and Family Business Magazine's Barbara Spector for a robust discussion on how successful individuals coordinate their business succession plan with their personal estate plan to protect their investment in their business and sustain their family’s wealth
Mind the Gap! Connecting Succession and Estate Planning to Sustain Family Wealth
- November 2, 2016
Discovering Family Values – A Guide to the Business of the Family
Join Mindy Rosenthal, Senior Vice President and Wealth Strategist for Hawthorn, PNC Family Wealth, and Peter Begalla, Family Business Magazine's Conference and Education Director, for a discussion on identifying and sustaining family values.
Discovering Family Values--A Guide to the Business of the Family
Thursday, November 3, 2016
2:00 p.m./11 a.m. PT
60 minutes