Please feel free to browse our pre-recorded videos and other pre-conference materials or set up your 1:1 meetings prior to the start of our event.
Conference introduction by Bobby Stover, Partner, EY Americas Family Office Leader, Ernst & Young LLP, and Bill Rock, President, MLR Media, followed immediately with the opening keynote interview with Dr. Jodi L. Berg, CEO, Vitamix.
Money comes with many perils. This session will focus on educating the family on how to deal with the stigmas associated with wealth, how to talk to friends and potential partners about it, how to prevent entitlement and how to keep family members engaged and productive.
Family Office 101. Do you need one? How do you determine which type of family office (embedded, single-family, multifamily, virtual) is right for you, and what range of services you need? What are some tips on interviewing multifamily offices and hiring single-family office staff? To what extend should family members be involved in the family office?
Developing Wealth Literacy for the Family Enterprise
In what ways should your corporate giving complement your family philanthropy, and in what ways should the two differ? What are the best ways to engage employees in corporate philanthropy? How should guidelines for corporate giving be developed?
This panel session will explore the interaction between the technical aspects of stock ownership and family dynamics issues. Topics include the use of different classes of stock to grant voting control to those who manage the business, the pros and cons of granting stock to non-family executives, the advantages of a formal dividend policy, how a well-drafted shareholder agreement can keep peace in the family, and why all family members should be educated about valuation.
A conversation with Pierre duPont, Partner, Cerity Partners, and G5 Wawa family member, G8 duPont family member. Interviewed by Peter Begalla, Conference and Education Chairman, Family Business Magazine
How to Update and Stress Test Your Wealth Transition Plan
How to Diagram Your Estate Plan
The Social Contract: Going Behind the Curtain of Successful Generational Transitions
Panelists will discuss the advantages of shared investments, real estate holdings and acquisitions outside the legacy business in terms of risk mitigation, estate planning and engagement of the extended family. The panel will focus on the governance structures and documents that help guide and manage a shared investing effort
Creating, Reviewing, and Updating Your Investment Policy Statement
Diversifying the Six Real Forms of Wealth
Building Philanthropy Strategically
Charlie Collat, Executive Vice President, Mayer Electric Supply Company; President, Bay Pine Holdings
If you have questions about family office types and operations, you can get them answered in this informal workshop.
If you’d like to learn more about trusts, bring your questions to this informal workshop.
