Webinars
Replays:
- 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
- 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.