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Institute for Family Governance

IFG Europe conference

Nov 19, 2019, Zurich, switzerland

IFG ANNUAL CONFERENCE

Jan 23, 2020, NYC, United States

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About IFG

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

 
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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

 
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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


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October 22, 2019

Breakfast Workshop: Raised in "The Land of Giants": Listen to the Voices of the Next Generation

Dr. Jamie Weiner, Inheriting Wisdom


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July 16, 2019

Breakfast Workshop: Practices for the Sustainability and Resilience of Family Enterprises

Fredda Herz Brown, Relative Solutions

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June 12, 2019 — SOLD OUT

Afternoon Presentation: Geopolitical Risk and Keeping Together a Thousand-Year Family

Carlos de Habsburgo, His Imperial and Royal Highness Archduke Carl von Habsburg-Lothringen

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May 2, 2019 — SOLD OUT

Breakfast Workshop: Creating a Sustainable, Multi-Generation Family Office

Carol Hannigan, Moreland Wealth Services Corporation

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March 14, 2019

Breakfast workshop: sophisticated Agreements Among Family Business Owners: A Process Approach to Negotiations Among Unequals

Stephen Salley, BanyanGlobal

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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


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January 23, 2019

Pre-Conference Workshop: how to decide whether to Hire Family Members or Professional Managers

Deidre Koppelman, PEAR Core Solutions

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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).

 
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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.

 
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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.

advisory board

 
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Drew Mason | Advisory Board Chair

Drew Mason currently holds the position of managing partner at Jade Capital Management LLC, a private investment fund focusing on venture and growth capital. Prior to Jade Capital, Drew founded the Technology Sector Group in Asia Pacific for UBS Warburg, formerly Dillon, Read & Co., where he worked in New York, London and Hong Kong. Drew has served on a number of corporate boards including portfolio companies listed on NASDAQ and the New York Stock Exchange as well advisory boards including the U.S. Navy League and the Presidents of Brown University’s China Council. Prior to private practice, Drew served as an intelligence officer during Operation Desert Storm for the USS Abraham Lincoln (CVN-72). A frequent speaker, he has spoken at Harvard, Brown University, Wharton and the National Defense University. He received his MBA from Harvard Business School and his bachelor’s degree in History from Brown University.

 
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Manuel Liatowitsch | Advisory Board Member, IFG Europe (2019)

Manuel Liatowitsch is a Litigation Partner in Schellenberg Wittmer’s Zurich Office. He represents clients in commercial disputes in Swiss courts and international arbitrations, including disputes about family/privately held companies. He also acts as an arbitrator. He further specializes in complex estate disputes and advises entrepreneurs and families on governance and succession in family businesses, and on estate planning and philanthropy. He is a member of the firm's management board. Manuel has authored various publications on private international law and international litigation and is a regular lecturer at the University of Zurich.

 
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Anne Jones | Advisory Board Member (2019)

Anne Jones is the Director of Family Financial and Estate Planning for Simmons Foods & Affiliates, Inc. She works closely with family members and their advisors to serve this multi-generational family in its various financial planning activities, along with directing the family foundation. Anne is passionate about empowering others through effective financial education and teaches personal finance to high-school students. Prior to her role with the Simmons family, Anne worked in the California wine industry. Anne is a CFP® practitioner and completed a Master’s degree in Personal Financial Planning at Kansas State University. She serves as Chair of the Board for the Walton Arts Center Foundation and has served on the Advisory Committee for the Southeastern Family Office Forum (SEFOF).

 
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Christina Lawrence | Advisory Board Member (2019)

Christina Lawrence has extensive experience in advising clients on comprehensive multi-generational succession and legacy planning (including working with families and closely held businesses on planning for liquidity events, income tax mitigation, exit, estate tax and philanthropic strategies). She is fluent in Spanish and graduated with a B.A. in Spanish Studies and Psychology from The American University in Washington, D.C., and later earned her MBA at Thunderbird School of Global Management. Christina is on the Planning Committee for “A Leg To Stand On” (ALTSO), a non-profit organization providing free orthopedic care to over 18,500 “CoolKids” with limb disabilities in the developing world, whose families cannot afford treatment. She is with Barnum Financial Group.

 
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Mitzi Perdue | Advisory Board Member (2018)

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.

 
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Rosie von Lila | Advisory Board Member (2018)

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.

 
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John W. Ambrecht | Advisory Board Member (2018)

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).

 

2019 PRESENTATIONS

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”

Presentation Notes: Edward Vergara: “Coming to America: Tax Considerations and Challenges for the Family Business Expanding into the US Market”









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Institute for Family Governance Ltd.

35 East 38th Street, Suite 11C

New York, New York 10016

646-653-9368