Part 4 of a 4-part series
Our fourth and final installment of “Lifecycle of a Generational Transition: The Risks and Rewards of Getting it Right” will shift focus to life after the transition, guiding family enterprises on essential strategies to safeguard their legacy and maintain harmony across generations.
This session will cover the vital components of designing a robust family office and private wealth management framework, supporting ongoing financial and legacy goals. Additionally, it will explore impactful retirement and philanthropic planning approaches, which play a crucial role in ensuring that both family and business continue to thrive in the future.
This webcast will address:
- Family Office Design and Management: Creating structures that adapt to family needs while protecting wealth.
- Legacy and Philanthropic Planning: Crafting a meaningful, enduring family legacy.
- Retirement and Succession Planning: Thoughtfully transitioning leadership while respecting family traditions and individual aspirations.
Please join Interchange Capital Partners’ Executive Chairman, Ahmie Baum, and CEO and President, Brian Baum; and Family Business Magazine’s Publishing Director, David Shaw, as they discuss essential strategies that can help safeguard a family’s legacy & maintain harmony.
Date and Time
Friday, November 15, 2024
1:00 PM ET | 10:00 AM PT
30 minutes
Guests
Ahmie E. Baum
Executive Chairman, Interchange Capital Partners
Ahmie E. Baum is the Executive Chairman of Interchange Capital Partners. Using a collaborative and comprehensive process developed over 42 years working with Wall Street banks and financial services firms, Interchange Capital Partners provides family office and transition strategy services for family businesses. Ahmie, a graduate of the University of Pittsburgh, began his career with EF Hutton in 1973 and transitioned to UBS in 1993. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and received the Executive Certificate in Financial Planning from Duquesne University School of Leadership and Professional Advancement. He also has a Certificate in Family Business Advising (CFBA) from the Family Firm Institute.
Ahmie and his wife, Sara, have three children and two granddaughters; they live in Pittsburgh and Sarasota. He has found yoga, meditation and plant-based eating to enhance his values of health, love and gratitude. He enjoys wood turning, golf, reading, music and biking as well as time with family and friends. He and Sara are very active within the charitable community.
Brian Baum
CEO and President, Interchange Capital Partners
Brian Baum is the CEO and President of Interchange Capital Partners, where he leads the development of innovative strategies tailored to the unique needs of private and multigenerational companies.
He believes that at its core exit planning combines the plan, concept, effort and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer and social capital. Brian is also the president of the Pittsburgh Exit Planning Chapter, which he helped found in 2019. He graduated from Penn State with a bachelor’s degree in psychology and a minor in business. He is a Certified Exit Planning Advisor and a CFP.
David Shaw
Publishing Director, Family Business Magazine
David Shaw is the publishing director for MLR Media. He also co-founded and serves as conference director of the Transitions conferences, the Private Company Governance Summit and Family Business Legacy.
David writes frequently on governance issues for public and private companies, and develops and maintains close relationships with multi-generational family-owned businesses. He is married, with two grown children.
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