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    Generational Wealth Conference 2020

    September 29-October 1



    This year, Family Business Generational Wealth delivered a unique and engaging experience that offered the same learning, knowledge sharing and networking opportunities as our traditional in-person conference. 

    We’re excited  that we are able to offer this new online program to you even after the live event has passed. If you would like to view our complete library of on-demand sessions and downloadable session materials, please register for access. 



    WHO SHOULD ATTEND/WATCH ON DEMAND?

    Attendance and access to this event is limited to family business owners, senior executives (including non-family executives and non-family board members), family trust directors/executives, family council leaders, family office leaders, or shareholders of family-owned businesses whose primary business is other than advising family-owned businesses.

    THE IMPACT OF WEALTH ON THE FAMILY

    Family Business Generational Wealth 2020, now in its fourth year, is the only wealth management conference for active family businesses, family offices and family enterprises. Family Business Generational Wealth is a different kind of wealth management conference, created by families for families, focused on real-world solutions to wealth management issues across generations, and presented by family business executives and shareholders themselves.

    Speakers

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    AP
    Adrienne Penta
    Managing Director
    Brown Brothers Harriman
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    AJ
    Agatha Johnson
    Founder and Owner
    WillKate Family Enterprise Office
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    AH
    Ali Hutchinson
    Managing Director
    Brown Brothers Harriman
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    AB
    Andrew Busser
    Managing Director of Strategy
    Pitcairn
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    AM
    Anne McGregor
    Shareholder
    Herschend Family Entertainment
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    AM
    Anne E. McGregor
    Owner
    Herschend Family Entertainment
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    AS
    Avy Stein
    Founder and Co-Chairman
    Cresset Capital Management
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    BY
    Barbara Young
    Senior Managing Director & Co-Head of Family Office Services
    Cresset
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    BR
    Bill Rock
    President
    MLR Media
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    BS
    Bobby Stover
    Partner, EY Americas Family Office Leader
    Ernst & Young LLP
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    BB
    Brian Bernhardt
    Senior Vice President
    Morgan Stanley Private Wealth Management
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    CT
    Carrie Tynan
    Executive Director
    Adolph Coors Foundation
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    CF
    Catherine Fankhauser
    Senior Manager, Family Office Advisory Services
    Ernst & Young LLP
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    CC
    Charlie Collat
    President, Bay Pine Holdings; Executive Vice President
    Mayer Electric Supply Co.
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    DH
    David Herritt
    Head of GenSpring Family Office Services
    GenSpring SunTrust Private Wealth
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    DB
    Debbie Bing
    President and Principal
    CFAR, Inc.
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    EK
    Elizabeth King
    President
    Brown Brothers Harriman Trust Company of Delaware, N.A.
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    ER
    Elizabeth Rees
    Founder
    Chasing Paper
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    EA
    Eric Allyn
    Trustee, Director, Investor, Advisor
    Allyn Family Office
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    EH
    Erich Hickey
    Chief Operating Officer and Chief Investment Officer
    Drexel Morgan Capital Advisers
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    FG
    Fred Gluckman
    Partner, Family Office Advisory Services
    Ernst & Young LLP
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    JB
    Jodi Berg
    President and CEO
    Vitamix
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    JZ
    Joseph Zaccardi
    Portfolio Manager
    Drexel Morgan Capital Advisers
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    LL
    Lawrence Levy
    Managing Partner
    Levy Family Partners, Co-Founder & Chairman Emeritus, Levy Restaurants, Chairman, Del Taco Restaurants, Inc.s
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    LB
    Lawson Bader
    President & CEO
    DonorsTrust
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    MR
    Marc Richman
    Managing Director
    Morgan Stanley Private Wealth Management
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    P
    Peter Lipsett
    Vice President
    DonorsTrust
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    PB
    Peter Begalla
    Conference Chair
    Family Business Magazine
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    PC
    Phil Clemens
    Retired Chairman/Family Ambassador
    The Clemens Family Corporation.
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    PD
    Pierre S. duPont
    Partner, and G5 Wawa family member, G8 duPont family member
    Cerity Partners
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    PR
    Preston Root
    Retired Executive
    Root Glass Company
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    RV
    Rhona Vogel
    CEO and Founder
    Vogel Consulting
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    RH
    Robyn Hullihan
    Senior Philanthropic Director
    Foundation Source
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    RA
    Ryan Agre
    Sr. Director, Finance and Family Office
    Vermeer
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    SR
    Sarah Richmond
    Director, Dawn Foods Corporate Giving Program
    Dawn Foods
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    SA
    Sean Aylward
    Executive Director, Family Enterprise Business Services
    Ernst & Young LLP
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    SZ
    Shannon Zur
    Family Office Director
    Vogel Consulting
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    SE
    Stanley Ellis
    Vice President/Director
    Calkins Media
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    TS
    Todd Smith
    Senior Consultant
    CFAR

    Our Sponsors

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