There are many "wealth management" conferences out there, but they don't focus on active family business wealth preservation and growth. Family Business Wealth, from Family Business Magazine, is a different kind of wealth management conference, created by families for families, focused on real-world solutions to wealth management across generations, presented by family business executives and shareholders themselves.
Among the topics to be covered at Family Business Wealth:
* Defining wealth objectives that work for the family and the business
* Managing intergenerational wealth transfer/estate transfer
* Capitalization and dividend strategies; liquidity, business valuation
* Affirmative/impact/passion/philanthropic investing
* Tax strategies for operating family companies
* NextGen financial literacy and responsibility
* Family offices, family investment banks and venture funds
* Personal and family security
* Choosing wealth management advisers
* Governance for wealth management and growth
* Family wealth case studies
This conference is ideal for:
* Family business CEOs/Chairs/CFOs
* Family council leaders and members
* Family business shareholders
* Family office leaders
CONFIRMED SPEAKERS
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Peter Bernick
Founder & Managing Partner, River Forest Capital Partners
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Nancy P. Bruns
Chair, Investment Committee, Dickinson Company
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Preston Root
President, Root Family Board of Directors
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Harold L. (Hal) Yoh, III
Chairman and CEO, Day & Zimmermann
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Keith Campbell
Chairman of the Board, Mannington Mills Inc.
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Stuart E. Lucas
Adjunct Professor of Finance, The University of Chicago Booth School of Business
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Chris Beagle
Consumer Insights Project Manager, McKee Foods Corporation
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Eric Allyn
Former Board Member, Welch Allyn
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George Isaac III
President, GAI Capital Ltd.
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Dan J. Agnew
President, The Agnew Company
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Clint Greenleaf
Founder and CEO, Pigs and Bricks
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Caroline F. Davis
President, Keller Enterprises
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Doug Wilwerding
Managing Principal, The Optimas Group, LLC
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Rhona E. Vogel
CEO and Founder, Vogel Consulting
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Chris Vernon
President and COO, The Vernon Company
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Sara Hamilton
Founder and CEO, Family...
