Webinars
Up Next:
- June 1, 2023
Trending Wealth Transfer Strategies
Speakers:
Chad L. Reyes
Entrepreneur, Speaker, Author and Coach, Wealth & Legacy Group
Judy Pearson
Family Office and Trustee Liability Group Leader, Woodruff Sawyer
David Shaw
Publishing Director, Family Business Magazine
Replays:
- October 28, 2019
Digital Disruption is Here. Are You Ready?
Join PwC’s Danielle Valkner, U.S. Family Office Leader, Mackenzie Corporation’s Jenny Dinnen, President, Sales & Marketing, and Katie Rucker, President, Operations, along with Barbara Spector, Editor-in-Chief and Associate Publisher of Family Business Magazine, as they discuss why and how you should adapt to the realities of the evolving digital environment.
Digital Disruption is Here. Are Your Ready?
Tuesday, October 29, 2019
2 p.m. ET | 11 a.m. PT
60 minutes
- October 9, 2019
Delaware Trust Advantages for Business Owners
Join Wilmington Trust's Jeffrey Wolken, Group Vice President and National Director of Fiduciary Startegies, and Alvina Lo, Chief Wealth Strategist, along with Barbara Spector, Editor-in-Chief and Associate Publisher of Family Business Magazine, as they discuss the key advantages of establishing a trust in Delaware.
Delaware Trust Advantages for Business Owners
Retain control, protection and privacy for your most important asset
Thursday, October 10, 2019
2 p.m. ET | 11 a.m. PT
60 minutes
- September 30, 2019
Strategic Positioning for the Private Business Owner
Join PNC's Joe Fahey, CFA, Sr. VP & National Director, Business Succession Planning, and Mark Buxton, Sr. VP & Regional Director, Wealth Strategy, along with April Hall, Senior Editor, Family Business Magazine, as they take a look at the pros and cons, and financial implications of ownership transition.
Strategic Positioning for the Private Business Owner
Tuesday, October 1, 2019
2 p.m. ET | 11 a.m. PT
60 minutes
- September 11, 2019
Why Your Family’s Money Belongs in Nevada — No Matter Which State You Call Home
Join Whittier Trust’s Victoria Kahn, Sr. Vice President, Nevada Regional Manager, Nevada Office and James Parks, Executive Director, CBIZ (a leading member of their Los Angeles office) Director, Board of Directors of Whittier Trust, along with moderator Barbara Spector, Editor-in-Chief and Associate Publisher of Family Business Magazine, as they discuss the many advantages of establishing a trust in the state of Nevada.
Why Your Family’s Money Belongs in Nevada — No Matter Which State You Call Home
Thursday, September 12, 2019
2 p.m. ET/11 a.m. PT
- June 17, 2019
A Portfolio Approach to Planned Giving
Join DonorsTrust’s Lawson R. Bader, President and CEO, and Jeff Zysik, Chief Financial Office and Chief Operating Officer, along with David Shaw, Publishing Director of Family Business Magazine, in a discussion of simple ways to help protect your charitable legacy.
A Portfolio Approach to Planned Giving
Tuesday, June 18, 2019
2pm ET / 11am PT
60 minutes
- May 29, 2019
From Acquisitions to Exit Strategies: What every family business should know
Join our PwC partner leaders, Jon Flack and Fentress Seagroves, along with John Neretlis, Family Council Chair of Rowntree Enterprises, and Barbara Spector, Editor-in-Chief and Associate Publisher of Family Business Magazine, as we discuss how to effectively plan and support the important decision-making process for family businesses.
FROM ACQUISITIONS TO EXIT STRATEGIES: What every family business should know
Thursday, May 30, 2019
2pm ET | 11am PT
60 minutes
- April 9, 2019
CHOOSING THE RIGHT TRUSTEE FOR YOUR FAMILY BUSINESS
Join Tara Bahn, Director of Shareholder Services for the Clemens Food Group (a sixth-generation, billion-dollar family company), who will share her family’s experiences, Tom Frank, Executive Vice President and Northern California Regional Manager at Whittier Trust, and Barbara Spector, Family Business Magazine’s Editor-in-Chief and Associate Publisher, for an in-depth look at choosing a trustee for your family business.
CHOOSING THE RIGHT TRUSTEE FOR YOUR FAMILY BUSINESS
Wednesday, April 10, 2019
2 PM ET | 11 AM PT
- March 13, 2019
Private Investment Partnerships: A strategy for founder succession, legacy preservation and growth
Join Jane Allen, Founder and former CEO of Counsel on Call, Greg Allen, Director, the Legility Board, and Gridiron Capital's Tom Burger, Managing Partner and Co-Founder, and Kevin Jackson, Managing Partner, for a case-study based discussion on engaging outside private investment in the family business.
Private Investment Partnerships: A strategy for founder succession, legacy preservation and growth
Thursday, March 14, 2019
2 p.m. ET | 11 a.m. PT
60 minutes
- February 20, 2019
Creating Stronger Foundations for the Future
Join Jon Flack, PwC US Family Enterprises Leader, Danielle Valkner, PwC US Family Office Leader and David Shaw, Publishing Director of Family Business Magazine, as they share interesting findings from this year’s survey and insights on what it takes to succeed as a family business.
Creating Stronger Foundations for the Future
The latest findings from PwC’s US Family Business Survey
Thursday February 21, 2019
2 p.m. ET/11 a.m. PT
60 minutes
- January 30, 2019
3 Keys to Managing Family Enterprise Risk
Join Crystal & Company's Jonathan Crystal, third generation owner and Executive Vice President, and Linda Bourn, Executive Managing Director of the Family Enterprise Risk Practice of Crystal Private Client, both divisions of Alliant, along with David Shaw, Publishing Director of Family Business Magazine, as they discuss how family enterprises can build resilience through risk management planning.
3 KEYS TO MANAGING FAMILY ENTERPRISE RISK
Thursday January 31st, 2019
2 p.m. ET/11 a.m. PT
60 minutes