IFG ANNUAL CONFERENCE
The mission of the Institute for Family Governance (“IFG”) is to implement strong governance that endures. This is achieved by empowering beneficiaries through inter-generational planning. Our values are serving families through: (i) open discussion, (ii) multi-disciplinary collaboration and (iii) know how exchange among families and the trusted advisors who serve them.
View our About IFG page for more information.
Calendar of Events
January 22, 2020
IFG pre-conference Workshop (NYC): The Leader in Late Adulthood: Finding Value for the Enterprise and Meaning for the Self
Kelin Gersick, Lansberg, Gersick & Associates
November 18, 2019
IFG pre-conference Workshop (Zurich): Tools for Positive Change in Family Business Systems: Lessons Learned from 100-Year Business Families
Dennis Jaffe, Wise Counsel Research
October 22, 2019
Breakfast Workshop: Raised in "The Land of Giants": Listen to the Voices of the Next Generation
Dr. Jamie Weiner, Inheriting Wisdom
July 16, 2019
Breakfast Workshop: Practices for the Sustainability and Resilience of Family Enterprises
Fredda Herz Brown, Relative Solutions
June 12, 2019
Afternoon Presentation: Geopolitical Risk and Keeping Together a Thousand-Year Family
Carlos de Habsburgo, His Imperial and Royal Highness Archduke Carl von Habsburg-Lothringen
January 23, 2019
IFG Annual Conference: Family Governance: Empowering Beneficiaries through Inter-Generational Planning
Dennis Jaffe, PhD, Wise Counsel Research
Edward Vergara, Arnold & Porter (Moderator)
John W. Ambrecht, Ambrecht & McDermott, ACTEC Fellow
Michael D. Whitty, Freeborn & Peters LLP, ACTEC Fellow
David R. York, York Howell, ACTEC Fellow
Babetta von Albertini, PhD, Lansberg, Gersick & Associates, IFG Founder & Chair (Moderator)
Daniel F. Lindley, Northern Trust, ACTEC Fellow
Laurent Roux, Willow Street Group
Holly Harben Swan, US Trust
Andrew Keyt, President of FBN North America
Carolyn A. Reers, Norton Rose Fulbright, ACTEC Fellow (Moderator)
Mitzi Perdue, Chair of Perdue Family Education Committee (Moderator)
Scott Mitchell, Mitchell Stores
Jamie Forbes, CAP, Forbes Legacy Advisors
Drew Mason, Jade Capital Management (Moderator)
Donnel Baird, BlocPower
Erin Harkless, Cambridge Associates
Justin Kamine, Co-Founder KDC AG
Doug Box, Box Family Advisors
chair & Vice-chairs
Babetta von Albertini, Ph.D. | IFG Founder & Chair
Babetta is the Chair of the Institute for Family Governance. She is an expert on family governance and U.S. tax law and has advised large domestic and international families on their governance and succession planning for approaching 20 years. Babetta currently divides her time between ATM Capital Partners (a SFO), where she serves as General Counsel, and Lansberg Gersick & Associates, where she serves as Senior Consultant. Prior thereto, she was with Withers (a global trusts and estates law firm) for 9 years, and Shearman & Sterling (a capital markets law firm) for 3 years, living and working in New York, London, Switzerland and Hong Kong. Babetta is a dual-qualified common law/civil law attorney (admitted to the bars of New York and Zurich, Switzerland) and holds both a Tax LL.M. and a Corporate LL.M. from NYU, as well as a Ph.D. in law from the University of Zurich, Switzerland. She currently serves as elected U.S. representative on the STEP Global Council (the Society of Trust and Estate Practitioners).
Dennis T. Jaffe, Ph.D. | Vice-Chair
Dr. Jaffe, a San Francisco-based advisor to families about family business, governance, wealth and philanthropy, recently completed the working papers Governing the Family Enterprise: The Evolution of Family Councils, Assemblies and Constitutions, Releasing the Potential of the Rising Generation, and Good Fortune: Building a Hundred Year Family Enterprise, published by Wise Counsel Research, based on his current research with global multi-generational family enterprises. Dennis is author (or co-author) of Cross Cultures: How Global Families Negotiate Change Across Generations; Stewardship in your Family Enterprise: Developing Responsible Family Leadership Across Generations, and Working With the Ones You Love, as well as management books Rekindling Commitment, Getting Your Organization to Change and Take this Work and Love It. He has a BA degree in Philosophy, MA in Management, and Ph.D. in sociology, all from Yale University, and is professor emeritus of organizational systems and psychology at Saybrook University in San Francisco.
John E. Oden | Vice-Chair
John is a Principal and twenty-five year veteran of AllianceBernstein ("AB"), a global money management and research firm with over U.S. $500 billion under management through forty-eight offices in twenty-three countries. He has senior responsibilities in working with the firm’s non-U.S. and offshore clients, and currently heads the firm’s family office and private wealth business in Asia. In addition to similar client responsibilities in the U.S. John is the Founder of the China-U.S. Business Alliance, an organization of the senior professional advisors in both the U.S. and Asia who concentrate their business activities in China. He is a former Chairman of the New York Branch of STEP. A strong supporter of athletics, John writes and speaks about the sport of boxing. His first book, White Collar Boxing – One Man’s Journey From the Office to the Ring, was published in 2005. It was followed in 2009 by Life in the Ring – Lessons & Inspirations from the Sport of Boxing. He holds BA and MBA degrees from the University of Texas at Austin.
David R. York | Vice-Chair
David R. York, Esq. CPA is a Co-Founder and Managing Partner of the Salt Lake City law firm York Howell & Guymon. He has extensive experience in designing and implementing advanced tax and estate planning strategies for high net worth clients, along with non-profit and business planning counsel. He is a Fellow with the American College of Trust and Estate Counsel (ACTEC), a member of the Utah State Bar Budget and Finance Committee, and former Chair of the Utah State Bar Estate Planning Section. Noted as a Mountain States Rising Star in Super Lawyers Magazine, Utah Legal Elite in Utah Business Magazine and as a Top-Rated Lawyer in Trusts & Estates with Martindale-Hubbell, David has successfully represented clients before the Internal Revenue Service at all levels (Audit, Appeals, and Tax Court). David is co-author of Entrusted: Building A Legacy That Lasts and Riveted: 44 Values That Change the World. He is also the creator of Rivets™ Core Values card game and Rivets™ Certification Training.
Mitzi Perdue | Families Liaison
Author, speaker, and businesswoman Mitzi Perdue holds a BA with honors degree from Harvard University and an MPA from the George Washington University. She combines the experiences of two long-time family businesses. Her father Ernest Henderson co-founded the Sheraton Hotel Chain and her late husband Frank Perdue was the second generation in the poultry company that today operates in more than 100 countries. Mitzi loves to point out that the Henderson family business began in 1890 with the Henderson Estate Company. If you combine the 127 years since it began, and the 97 years that Perdue Farms has been in business, she represents 224 of family history. She likes nothing better than to share tips for what worked in the two long-running families that she’s a part of. Recently Mitzi authored How to Make Your Family Business Last: Techniques, Advice, Checklists, and Resources for Keeping the Family Business in the Family.
Rosie von Lila | NextGen
Rosie is a Millennial (also known as “an adult under 40”) and our NextGen liaison. She is passionate about politics and governance, and currently works as a management consultant. Based in New York and working frequently in Washington, D.C., the Midwest and California, Rosie speaks around the world on how to increase stakeholder engagement, and advocates for civic participation. She is the creator and host of the What Comes Now podcast, and is an advisor and consultant to Burning Man headquarters. Rosie has been invited to be a guest at the U.S. Pentagon several times, and was a guest lecturer at the U.S. National Defense University. She is frequently invited to participate in strategic discussions about diversity and collaboration. Rosie is a member of NEXUS and formerly served on the Board of Directors for Bay Area Council (BAC), the most powerful trade policy advocacy group in northern California.
John W. Ambrecht | STEP Business Families SIG
John W. Ambrecht is a senior partner at Ambrecht and McDermott and focuses his practice on integrating sophisticated estate and tax planning with family business succession planning, including developing appropriate transitional structures with an emphasis on conflict resolution among generations and constructing a lasting framework for family business management and ownership succession. John’s practice also includes sophisticated multi-state domestic trusts and estate planning, national and international asset protection, and tax controversies (IRS).
To access a presentation's slides, follow the blue title link. For some presentations, links to additional articles and notes are provided. For each file, enter the password that was circulated to 2019 conference attendees.
RESILIENCE OF 100-YEAR FAMILY ENTERPRISES: HOW OPPORTUNISTIC INNOVATION, BUSINESS DISCIPLINE, AND FAMILY ALIGNMENT GUIDE THE JOURNEY ACROSS GENERATIONS
Dennis Jaffe & Edward Vergara
Presentation Notes: Dennis Jaffe: “Business Evolution”
John W. Ambrecht & Michael D. Whitty
Presentation Notes: John Ambrecht: “Managing the Family Dynamic During Planning - Chapter 4”
Presentation Notes: John Ambrecht: “ACTEC Checklist”
Daniel F. Lindley, Laurent Roux, Holly Harben Swan, & Babetta von Albertini
Presentation Notes: Laurent Roux: “Fiduciary Challenges and Resolutions: Case Studies”
Andrew Keyt & Carolyn A. Reers
Presentation Notes: Carolyn Reers: “Legal Strucures for Preserving Family Wealth”
Scott Mitchell, Jamie Forbes, & Mitzi Perdue
NextGen Beneficiary Involvement with Social Impact Investing—Passing Fad or
Donnel Baird, Erin Harkless, Justin Kamine, & Drew Mason
Institute for Family Governance Ltd.
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