Virtual Event

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Wed Sep 22 EDT - Fri Sep 24 EDT (9 months ago)
Location Virtual Event
Region Americas

Family Business Legacy & Wealth is the only conference for family businesses, family offices and family enterprises. Our theme this year is... Grow. Sustain. Repeat. As in years past, we’ll explore real-life solutions to issues of wealth management and family dynamics, but this year we also take a deeper look at the economic outlook for family enterprises, risk management, and family investment and stewardship strategies.

Who Should Attend?

Attendance 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.


2021 Speakers

Caren Croland Yanis
Former President, Crown Family Philanthropies

Josh Gentine
Third-generation family owner & board director, Sargento Foods

Paul Darley
Chairman, CEO & President, W.S. Darley & Co

Duncan MacLean
President & CEO, MacLean-Fogg

Bill Zoeller
President, Zoeller Pump Company

Thomas Kim Ph.D., CAIA
President & Chief Investment Officer, The Agnew Company

Carolyn Brown
Director, Mannington Mills

Brendan Wall
CEO, Director, Wall Family Enterprise

Roy Jones
Director and former executive for Cathy and Herschend family offices, Elmwood Management

Matt Nielsen
Third-generation owner and executive, Nielsen-Massey Vanillas, Inc.

Andrew Busser
Managing Director of Strategy, Pitcairn

Preston Root
Retired Executive, Root Glass Company

Travis Harms
Leader, Family Business Advisory Services Group, Mercer Capital

Kevin Heaton
Founder and Family CFO, i3, LLC

David Herritt
Head of Center for Family Legacy, Truist Wealth

Anna Nichols
Director of Communications, Altair Advisers LLC

Shannon Zur
Family Office Director, Vogel Consulting

William Shannon
Director of Strategic Growth, Altair Advisers

Peter Begalla
Conference Chair, Family Business Magazine

David Shaw
Publishing Director, Family Business Magazine

Bryan Bloom
Partner, Faegre Drinker

Bobby Stover
Partner, EY Americas Family Enterprise and Family Office Leader, Ernst & Young LLP

Sean Aylward
Managing Director, National Tax Department, Ernst & Young LLP

Benjamin Persofsky
Executive Director of the BBH Center for Family Business, Brown Brothers Harriman

Adrienne Penta
Managing Director, Brown Brothers Harriman

Marvi Ricker
Managing Director of Family Philanthropy & Legacy Planning, BMO Family Office

Joshua Giacalone
Corporate Sustainability Analyst, The Haverford Trust Company

Erich Hickey
Vice President, Director of Manager Selection and OCIO Services, The Haverford Trust Company

Amy Griman
Senior Vice President, Chief Trust Officer, BMO Private Bank

Paul Carbone
President & Managing Partner, Pritzker Private Capital

Mason Hamrick
Chief Operating Officer, i3, LLC

Alpa Patel
Partner, Kirkland & Ellis LLP

Atticus Frank
Valuation Adviser, Mercer Capital

Christopher Smith
Executive Director, Head of Trust Services, Morgan Stanley Private Wealth Management

Andrea Sanft
Executive Director, Wealth & Estate Planning Strategist, Morgan Stanley Private Wealth Management

Brian Bernhardt
Senior Vice President, Morgan Stanley Private Wealth Management

Sponsors & Partners

2021 Sponsors

• EY

• Mercer Capital
• Truist Wealth

• Morgan Stanley

• Brown Brothers Harriman
• Faegre Drinker
• Haverford
• i3
• Pitcairn
• Vogel Consulting
• Altair