Past Events › All members

In conversation with Dennis Jaffe. The Multi Generational Advisor: What do Families Look For? July 16th @ 1:00PM - 2:00PM EDT Join FEX in a virtual conversation with Dennis Jaffe who is a globally renowned advisor to family enterprises with a desire for multi generational endurance. In his most recent book Borrowed from Your Grandchildren, Dennis shares his findings from interviews with over 100 global families who have curtailed the shirtsleeves to shirtsleeves proverb and are flourishing 100 years on.…

Among the most important challenges that family business stakeholders will face is managing the unique conflict that impacts family enterprise. Join FEC in a virtual conversation with Blair Trippe, Managing Partner of Continuity Family Business Consulting and Wendy Sage-Hayward, MA, FEA, in which we will discuss how to approach both active conflict—when families fight—and passive conflict—when families get stuck, unable to make important decisions in a timely manner. Participants will leave understanding why conflicts in families that own and manage…

More family businesses and wealth are held in trust than ever before. Yet, despite the best efforts of advisors, trusts often fail to reach their full potential after the ink dries. It doesn’t have to be this way. In this conversation and open Q&A, Ruth Steverlynck, FEA, will interview trust expert Patricia Angus, author of The Trustee Primer and The Beneficiary Primer (forthcoming) about how advisors and families can make the most of their trusts. It goes beyond technicalities into…