Family Business Generational Wealth 2018 | Family Business Magazine | 7 February 2018 | Hotel Colonnade Coral Gables, 180 Aragon Ave, Coral Gables, FL 33134, US

Developing Wealth Strategies for the Family and the Business

Family Business Generational Wealth 2018, now in its second year, is the only wealth management conference for active family businesses and enterprises.

Family Business Generational 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.

This conference is ideal for:
• Family business CEOs/Chairs/CFOs
• Family trust directors and executives
• Family business shareholders
• Family council leaders and members
• Family office leaders

Among the topics to be covered at Family Business Generational Wealth 2018:
What do you want your family business’ wealth legacy to be?
• A deep dive into trusts
• Ownership transfer from one generation to the next: How to fund, how to make it work.
• Raising the NextGen with wealth
• Building liquidity without selling the company
• Family offices as investors

Breakout sessions on:
• The impact of tax reform on family businesses
• Charitable Giving and Involving the Next Generation
• Choosing or Changing Wealth Advisers
• Developing a Foundation
• Family Offices as Investors in Family Businesses
• How to Be a Great Trustee
• Women and Wealth

Who Should Attend:
Attendance at this conference is strictly limited to 150 owners, shareholders, family members and in-laws of family businesses/enterprises. The conference is designed to facilitate conversation on important family issues related to wealth management and growth in the acitve family business or enterprise.

2018 Speakers:

Nannette De Gaspé Beaubien
Vice Chair, T Corp.

Philippe De Gaspé Beaubien III
President and Chairman, T. Corp.

Carol L. Bernick
Ceo, Polished Nickel Capital Management

Mitchell Kaneff
Chairman and Ceo, Arkay Packaging

Peter Willson
Chairman & Ceo, Willson International Limited

Mitzi Perdue
Perdue Farms

Paula Marshall
Chief Executive Officer, Bama Companies

Sam J. Susser
Director, Susser Holdings Corporation

Julie Charlestein
President & Ceo, Premier Dental Products Company

Bill Yoh
Chairman, Yoh, a Day & Zimmermann Companyx

Lansing Crane
Former Chairman and Ceo, Crane & Co. Inc

Cameron Nutting Williams
Director, Strategic Initiatives & Operations, the Nutting Company

Preston Root
President, Root Family Board of Directors

Gary Katz
Managing Partner, Downtown Capital Partners

Tara Bahn
Director of Shareholder Services, the Clemens Family Corporation

Scenic Root
5th Generation Family Member, the Root Glass Company

John Neretlis
Rowntree Enterprises

Allan Grafman
Ceo, All Media Ventures

Ellie Frey Zagel
Vice Chair and Trustee, the Frey Foundation

2018 Sponsors:

PLATINUM:
• EY

GOLD:
• Family Office Exchange
• Vogel Consulting

BRONZE:
• Pitcairn
• Drinker Biddle
• Drexel Morgan Capital Advisers
• Brown Brothers Harriman
• Altar

SUPPORTING:
• The Successful Generations Podcast