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

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Upcoming:

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

Wednesday, September 19, 2018
  2 p.m. ET/11 a.m. PT
 
60 minutes

 

Watch Now →

  • 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

60 minutes

 

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  • 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.

5 Tax Reform Strategies for Family Business Owners
 
Thursday, August 9, 2018
  2 p.m. ET/11 a.m. PT

 

60 minutes

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  • May 22, 2018

Valuing the Family- and Privately Owned Business

Join Stuart Smith of M&T Bank Investment Banking, John Lindak of Wilmington Trust and David Shaw of Family Business Magazine for the answers to your business valuation questions.
 

Valuing the Family- and Privately Owned Business

Wednesday May 23, 2018

  2 p.m. ET/11 a.m. PT

60 minutes

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  • April 24, 2018

Is a Family Office Right For you?

Join Alison Norris, Director, Family Office, The Biltmore Company, and Charlie Carr and Belinda Sneddon of PwC's Family Enterprise Advisory Services, for the answers to your family office questions.
 
Is a Family Office Right for You?
What family businesses need to know about starting and building a family office
 
Wednesday April 25, 2018
2 p.m. ET/11 a.m. PT
60 minutes

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  • November 12, 2017

Responsible Investing

Your family values are strong. Are those values reflected in your investment strategy?
 
RESPONSIBLE INVESTING
Aligning Your Portfolio with Your Values
 
Monday, November 13, 2017
1 p.m. ET/10 a.m. PT
60 minutes

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  • 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

 
Wednesday, June 28, 2017
2 p.m. ET/11 a.m. PT
60 minutes

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  • 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

Wednesday, June 7, 2017
2pm ET/11 am PT
60 Minutes

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  • 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

 
Thursday, November 17, 2016
2pm ET/11 am PT
60 minutes

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  • 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

Watch Now →