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2017 Conference

 

2017 AGENDA

 
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7:50 AM
REGISTRATION & BREAKFAst - Sponsored by Withers


8:35 AM
WELCOME & INTRODUCTION OF VICE-CHAIRS

8:45 AM
HOW TO NAVIGATE CROSS-CULTURAL COMPLEXITIES: IMPORTANT OF LAW, CULTURE, AND WEALTH

Dennis Jaffe, PhD, Wise Counsel Research
James Grubman, PhD, FamilyWealth Consulting


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10:15 AM
BREAK - Sponsored by FieldPoint Private


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10:30 AM
HOW TO GIVE POWER TO TRUST BENEFICIARIES

Babetta von Albertini, PhD, Withers

11:15 AM
SHOULD I SERVE AS A DIRECTOR OF KINGSLANDING PRIVATE TRUST COMPANY?—WHAT EVERY DIRECTOR NEEDS TO KNOW ABOUT CORPORATE & FIDUCIARY LIABILITY

Susan R. Schoenfeld, Wealth Legacy Advisors
Robin Rathmell, Kobre & Kim
John Oden, Alliance Bernstein (Moderator) 


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12:30 AM
LUNCH - Sponsored by allianceberstein (AB)


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1:15 PM
KEYNOTE: THERE IS LITTLE LESS TROUBLE IN GOVERNING A PRIVATE FAMILY THAN A WHOLE KINGDOM (DE MONTAIGNE)

Barbara Hauser, Barbara R Hauser LLC

2:15 PM
Can Technology Help Increase Transparency, Family Communication, and Family Harmony?

Justin Rockefeller, Addepar
Annarie Lyles, Lyles Family Enterprise
Edouard Thijssen, Trusted Family (Moderator)


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3:15 PM
BREAK - SPONSORED BY PITCAIRN


3:30 PM
$500M FAMILY WINDFALL: WHAT NEXT? CASE STUDY ON WHY FAMILY OFFICE GOVERNANCE AND PERFORMANCE MEASUREMENT MATTER

Doug Macauley, Cambridge Associates
Bill Boer, Grey Dunes Capital
Dave Albright, Northern Trust
Drew Mason, Jade Capital (Moderator)

4:45 PM
KEYNOTE: LIVING BEYOND FUKUYAMA'S END OF HISTORY - DOES GOVERNANCE MATTER?

Surprise Speaker


5:30 PM
Closing Reception hosted by the Family Firm Institute

2017 SPEAKERS

 

Dennis T. Jaffe, Ph.D.

Dr. Jaffe, a San Francisco-based advisor to families about family business, governance, wealth and philanthropy, recently completed the working paper 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.

He 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. His global insights have led to teaching or consulting engagements in Asia, Europe, the Middle East, and Latin America. In 2005 he received the Beckhard Award for service to the field from the Family Firm Institute. 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.

How to Navigate Cross-Cultural Complexities: Importance of Law, Culture & Wealth @ 8:45am

"Global families often struggle to reconcile elders' traditional perspectives with the rising generations' innovations for the family enterprise and wealth. These struggles may involve very different cultural perspectives hidden within the generational conflicts. In addition, unprecedented regulatory pressures toward transparency are disrupting global families in their decision-making, leadership, trust design, inheritance, and estate planning. All of this impacts relationships with trusted advisors who must become skilled in interacting with clients from other cultures."

 

Jim Grubman, Ph.D.

Dr. Jim Grubman is a consultant to multigenerational families and their advisors about the issues that arise around wealth in families. He is the author of the renowned book, Strangers in Paradise: How Families Adapt to Wealth Across Generations, and co-author (with Dennis T. Jaffe, PhD) of Cross Cultures: How Global Families Navigate Change Across Generations.  He has been published widely and quoted extensively by The Wall Street Journal, The New York Times, CNBC, and many other media, including Malcolm Gladwell’s bestselling book, David and Goliath.  In addition to being academic director for the Cultivating Your Family Legacy program at Concordia University in Montreal, Jim holds Fellow status in the Family Firm Institute and the Purposeful Planning Institute. He is also a member of several US and international estate planning organizations. His global consulting practice, FamilyWealth Consulting, is based in Massachusetts, USA.

How to Navigate Cross-Cultural Complexities: Importance of Law, Culture & Wealth @ 8:45am

"Global families often struggle to reconcile elders' traditional perspectives with the rising generations' innovations for the family enterprise and wealth. These struggles may involve very different cultural perspectives hidden within the generational conflicts. In addition, unprecedented regulatory pressures toward transparency are disrupting global families in their decision-making, leadership, trust design, inheritance, and estate planning. All of this impacts relationships with trusted advisors who must become skilled in interacting with clients from other cultures."

 

Babetta von Albertini, Ph.D.

Babetta von Albertini is elected representative of the Unites States at the STEP Global Council (consisting of thirty members worldwide). Prior thereto, she served as Vice Chair of STEP New York and Chair of the Events Committee for three years. Babetta is a dual qualified common law/civil law attorney (admitted to the Bars of Zurich, Switzerland, and New York), holds Tax and Corporate LLMs from NYU, as well as a Ph.D. in law from the University of Zurich focusing on governance. She graduated valedictorian, clerked for a Swiss district court judge, and went on to advise business owning families on both sides of the Atlantic for over two decades.  Babetta's background combines trusts and estates (Withers; global wealth structuring) with a corporate background (Shearman & Sterling; high yield acquisition finance).  She believes strongly in governance structures that balance family interests while empowering the next generation.  Babetta is a frequent speaker/moderator on family governance including How to Give Power to Trust Beneficiaries and How to Create a Hundred Year Family Enterprise.  She is a member of FFI.

How to Gove Power to Beneficiaries @ 10:30 am

"Historically very few powers were given to trust beneficiaries, often effectively treated as passive recipients.  This could lead to significant frustration and tensions among family and trustees.  One traditional reason to limit the beneficiaries' powers was taxation, as estate planners wanted to ensure that trust assets would not become subject to US gift and estate tax. Guidance since provided by the IRS, however, clarifies that it is in fact possible for beneficiaries to hold significant powers. The focus now is on "what powers should be given" to a beneficiary and "at what time".  Enduring governance structures often include empowered beneficiaries, and can effectively be put in place by taking into account: 1) the strengths and weaknesses of a beneficiary; 2) thoughtful checks-and-balances, and; 3) designing sufficient flexibility to allow a beneficiary to grow into increased responsibility over time. Two case studies will be used to show how a governance mechanism was "negotiated" between a patriarch and his children. Our findings underscore the essential process of obtaining "buy-in" from different stake holders."

 
    
  
 
 
  
     
  
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   Schoenfeld@WLALLC.com

www.WLALLC.com

Schoenfeld@WLALLC.com

Susan R. Schoenfeld

SUSAN R. SCHOENFELD, JD, LL.M. (Taxation), CPA, MBA, is CEO and founder of Wealth Legacy Advisors LLC, which serves as thought partner to families of wealth through personal attention and human spirit. Services include Stewardship, Succession, Philanthropy, Next Generation Coaching and Education, and Managing Fiduciary Risk. She is an Attorney and CPA, with deep experience as an advisor to families and family offices on matters of generational wealth transfer, estate planning and education on the personal issues of wealth.

Susan is a nationally recognized speaker on family office and fiduciary matters, including recent presentations for Institute for Private Investors (IPI), Opal Family Office Forum, and AFHE (Attorneys for Family-Held Enterprises).

She wrote “Fiduciary responsibility: the trustee role and its risks”, a chapter in Trusts in Prime Jurisdictions, Fourth Edition published in June 2016 by Globe Law and Business Ltd. in association with STEP (The Society of Trust and Estate Practitioners). Recent articles include: "Family Office Succession Planning: Helping founders who are ready to retire," Trusts & Estates magazine High-Net-Worth Report, August 2016; "Charity Should Begin at Home: Help clients develop a satisfying approach to philanthropy," Trusts & Estates magazine charitable giving issue October 2015; and "Should You Be Trusted? What to consider before taking on the trustee role," Trusts & Estates magazine, June 2015.

Should I Serve as a Director of Kingslanding Private Trust Company? - What Every Director Needs to Know About Corporate and Fiduciary Liability @ 11:15 am

"Private trust companies (PTCs) continue to grow is popularity, and offer many advantages to large families.  Not only do they offer enhanced flexibility and control over decision making, but they can take on many responsibilities commonly performed by the family office, including investment and financial management, accounting and record keeping.  However, the PTC is a real fiduciary company with real regulatory obligations.  Director liability associated with PTCs will be examined through a case study designed to illustrate issues which may arise and pitfalls to be avoided." 

 

Robin Rathemell

Robin Rathmell, a partner with Kobre & Kim in Washington DC, is a dual qualified English barrister and U.S. litigator who focuses on representing individuals and institutions in high-value, contentious offshore trusts matters, commercial and cross-border litigation, and asset forfeiture defense. He brings a sophisticated understanding of the relationships between U.S. and English courts, and U.S. and offshore legal systems, to commercial, contentious trusts involving cross-border legal questions, strategic considerations, or assets.

Mr. Rathmell’s litigation experience spans the majority of the world’s offshore centers. He has acted as counsel in cases involving Jersey, Guernsey, the Isle of Man, Gibraltar, the Cayman Islands, the British Virgin Islands, the Cook Islands, the Bahamas, Switzerland, and Bermuda. A thought leader on cross-border litigation, Mr. Rathmell speaks at industry conferences on current trends, such as defending offshore trusts in the U.S. courts. He is consistently recognized as one of the prominent barristers in contentious trust matters by the industry-leading publication Citywealth.

Should I Serve as a Director of Kingslanding Private Trust Company? - What Every Director Needs to Know About Corporate and Fiduciary Liability @ 11:15 am

"Private trust companies (PTCs) continue to grow is popularity, and offer many advantages to large families.  Not only do they offer enhanced flexibility and control over decision making, but they can take on many responsibilities commonly performed by the family office, including investment and financial management, accounting and record keeping.  However, the PTC is a real fiduciary company with real regulatory obligations.  Director liability associated with PTCs will be examined through a case study designed to illustrate issues which may arise and pitfalls to be avoided." 

 

John Oden

John is a Principal and twenty-four year veteran of AllianceBernstein ("AB"), a global money management and research firm with approximately U.S. $500 billion under management through forty-seven 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.  Prior to AB, John spent ten years in real estate investment banking as Senior Vice President and Managing Director of Cushman & Wakefield in New York, responsible globally for the firm’s business with financial institutions, including oversight for joint venture relationships in Japan and the U.K.  John has served on numerous non-profit and charitable boards and investment committees, including Southwestern University, the St. George’s Society of New York, the Merchant’s House Museum of New York, the Manhattan School of Music, and the Greater Tumen Initiative in Beijing, China.  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.

Should I Serve as a Director of Kingslanding Private Trust Company? - What Every Director Needs to Know About Corporate and Fiduciary Liability @ 11:15 am

"Private trust companies (PTCs) continue to grow is popularity, and offer many advantages to large families.  Not only do they offer enhanced flexibility and control over decision making, but they can take on many responsibilities commonly performed by the family office, including investment and financial management, accounting and record keeping.  However, the PTC is a real fiduciary company with real regulatory obligations.  Director liability associated with PTCs will be examined through a case study designed to illustrate issues which may arise and pitfalls to be avoided." 

 
    
  
 
 
  
     
  
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   BRHauser@gmail.com

www.brhauser.com

BRHauser@gmail.com

Barbara R. Hauser, J.D., M.A., TEP

Barbara combines a strong trusts & estates legal background (Wellesley College, Penn Law, U.S. Supreme Court Clerkship, law firm partnerships) with a current advisory role for wealthy families and their family offices. 

She has worked with many global families, including in Saudi Arabia, is the author of International Family Governance and International Estate Planning. She is the Advisory Editor of the STEP Global Family Office Handbook and of the fourth edition of Trusts in Prime Jurisdictions. She has been appointed to serve as Editor-in-Chief of The International Family Offices Journal. She chairs the international committee for the U.S. journal Trusts & Estates. She also founded the Linked In group “International Family Governance.”

She helps families create Family Constitutions, Family Councils, and Family Offices, and also provides an independent evaluation of family trust documents. She is an independent Board member of the Pitcairn Company, a recognized leader in the family office industry.

Barbara has received a number of awards and is active in The International Academy of Estate and Trust Law, l’Union Internationale des Avocats, the American College of Trust and Estate Counsel, the Wealth Advisors Forum and the Collaboration for Family Flourishing. She has published articles in STEP and FFI. She is a frequent speaker for groups in many countries.

There is Little Less Trouble Trouble in Governing a Private Family Than a Whole Kingdom (de Montaigne) @ 1:00 pm

"The governance of a country can be applied to any group, including a family group. When there is a model of a "ruler" or "dictator" history shows that "rebellions" will eventually follow. When an overly controlling patriarch dies, the next generation is all too likely to express years of frustration -- unfortunately those are front page battles. There is even a Chinese saying "Parents in heaven, children in court."   

 

 

Justin Aldrich Rockefeller

Justin Rockefeller is Global Director of Family Offices and Foundations at Addepar, the financial operating system designed to bring common sense and ethical, data-driven investing to our financial world. Addepar serves, pro bono, as the transaction-level data platform for The ImPact, a social enterprise Justin cofounded to increase the probability and pace of solving social problems by improving the flow of capital to businesses creating measurable social impact. The ImPact provides families with the knowledge and network they need to make more impact investments more effectively. Those who make The Pact commit to 1) explore the impact of all of their investments, and 2) invest to create measurable social benefit. Since 2009, Justin has served on the board and the investment and audit committees of Rockefeller Brothers Fund; he helped steer the private foundation towards mission-aligned investing of its endowment. He also serves on the board of Japan Society. Justin received a B.A. from Princeton University in 2002, is married with one daughter, and lives in New York City.

Can Technology Help Increase Transparency, Family Communication and Family Harmony? @ 2:15 pm

"As families grow over the generations and spread out geographically, it becomes more and more challenging for them to meet in person on a regular basis.  Many families now work with an increasing number of advisors and have to deal with a lot of complexity.  This interactive panel will help you to understand which technologies can families and their advisors use to communicate, share information securely and maintain transparency.  Explore what typical steps are required in order to adopt and implement such technologies and to make them successful.  You will also receive insights and guidance on what security considerations multigenerational families should look at."

 

Annarie Lyles, PhD

Annarie Lyles, Ph.D. (Generation 3), is President of the Lyles Family Council, which represents approximately fifty members spanning three generations.  Members share interest in the Lyles Family Enterprise, comprised of diversified California businesses and ventures that are family and employee-owned. Founded in 1945 in the oil fields of Avenal, and now headquartered in Fresno, Lyles Construction Group is California's 2nd largest contractor for environmental and water treatment plant work. Building upon core expertise in engineering and construction, LFE has diversified into agriculture and real-estate. LFE added investment partnerships to the mix after the 2007 sale of a co-owned manufacturing business, Pelco. The Lyles Family maintains its tradition of community service and philanthropy both individually and via a fund at the Central Valley Community Foundation.

Outside of the Family Enterprise, Annarie works for healthy living systems via a portfolio of angel investments, boards and "green" activities. During prior careers, she negotiated biotechnology deals, helped run zoos, advised endangered species breeding programs, and enjoyed ecology adventures in the tropics. She earned degrees in biology from Yale and Princeton, and has authored over thirty research papers and other publications. At home, she talks shop with ecology professor Andy Dobson, abides with two young adult children, and relishes woodland rambles with friends and hounds.

Can Technology Help Increase Transparency, Family Communication and Family Harmony? @ 2:15 pm

"As families grow over the generations and spread out geographically, it becomes more and more challenging for them to meet in person on a regular basis.  Many families now work with an increasing number of advisors and have to deal with a lot of complexity.  This interactive panel will help you to understand which technologies can families and their advisors use to communicate, share information securely and maintain transparency.  Explore what typical steps are required in order to adopt and implement such technologies and to make them successful.  You will also receive insights and guidance on what security considerations multigenerational families should look at."

 
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Edouard Thijssen

Co-Founder and CEO, Trusted Family

Edouard Thijssen is one of the Co-Founders of Trusted Family. With a passion for technology and innovation, he identified a gap in the market for a communications platform designed for multi-generational business families looking to communicate more efficiently in a secure manner. At age 21, he established Trusted Family.

Edouard is a 2007 graduate of the Solvay Business School, with an undergraduate management degree. He has also completed the Leading the Family Business program at IMD, Switzerland. Edouard was on his way to the London School of Economics when his entrepreneurial instincts drove him to launch Trusted Family. The rest is history. As founder, he led the company as CEO until 2011. Then acted as Head of Americas and concentrated on Business Development and Client Services in North and South America. Today, Edouard serves as Co-Founder and CEO - since September 2016.

Can Technology Help Increase Transparency, Family Communication and Family Harmony? @ 2:15 pm

"As families grow over the generations and spread out geographically, it becomes more and more challenging for them to meet in person on a regular basis.  Many families now work with an increasing number of advisors and have to deal with a lot of complexity.  This interactive panel will help you to understand which technologies can families and their advisors use to communicate, share information securely and maintain transparency.  Explore what typical steps are required in order to adopt and implement such technologies and to make them successful.  You will also receive insights and guidance on what security considerations multigenerational families should look at."

 

Doug Macauley, CFA

Doug is a Managing Director and a member of the Private Client Practice at Cambridge Associates. Based out of the Boston office, he works with private clients, universities, foundations, and independent schools in the US and Latin America, ranging in size from $50 million to $4.5 billion. Doug has worked with nonprofit entities, including family foundations that originated from his work with private clients. He works extensively with taxable investing issues, including estate planning vehicles and concentrated stock positions.

Doug began his career at Cambridge Associates as an investment associate in 1995 and rejoined the firm in 2000 after attending business school. During his three years in the investment associate role, he was promoted to senior investment associate and team leader. While in business school, he interned at the Corporate Finance Group of Liberty Mutual Insurance Company, where he specialized in mergers and acquisitions.

$500M Family Windfall: What Next?  Case Study on Why Family Office Governance and Performance Measurement Matter @ 3:15 pm

"A financial windfall highlights the importance of governance.  How to plan, resource, and benchmark over time will largely succeed or fail based on governance.  What this means in practical terms will the focus of our case study as we look at a fourth generation family that sold its operating business, and examine how governance positively influenced outcomes."