Webinars
Replays:
- October 22, 2021
Lunch & Learn Webinar Series: October 22
Lunch & Learn Series: October 22
1 PM ET | 10 AM PT
60 minutes
- October 15, 2021
Lunch & Learn Webinar Series: October 15
Lunch & Learn Series: October 15
1:00 PM ET | 10 AM PT
60 minutes
- October 5, 2021
Go or Grow?
Please join us for an informative discussion on navigating the decision facing many business owners today – is it time to sell your business, or should you continue to invest in growing shareholder value? Transitioning out of a business is probably the most important financial decision that a business owner will make during his or her lifetime. Statistics continue to show that while succession planning is considered to be a high priority for business owners, many have not planned appropriately.
Tuesday, October 5, 2021
2 PM ET | 11 AM PT
60 minutes
- September 28, 2021
Creating Your Family’s Giving Legacy Through High Impact Philanthropy
Join speakers Jodi Rosen, CAP®, Vanguard Charitable’s Director of Business Development; and Julien Franklin, CAP®, Philanthropic Development Consultant; along with Family Business Magazine’s Publishing Director, David Shaw, for a deeper look at your high impact philanthropic strategy.
Tuesday, September 28, 2021
2 PM ET | 11 AM PT
60 minutes
- September 14, 2021
Sale of a Family Business: Best Practices & Costly Pitfalls to Avoid
Join Whittier Trust’s Senior Vice President Matthew W. Markatos, CFA, and Vice President Elizabeth M. Anderson, CEPA, along with Family Business Magazine’s Publishing Director, David Shaw, as they cover the critical issues surrounding the sale of a family business. Senior-generation family members in the business and NextGens in or out of the business will leave this session with a clear sense of the benefits and complications of either approach. They also will recognize the financial and emotional risks of not planning.
- 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