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IFG ANNUAL CONFERENCE

 

THURSDAY
JAN 23, 2020

 

UNION LEAGUE CLUB
NEW YORK CITY

IFG 4th Annual Conference 2020—Family Governance: Empowering Beneficiaries Through Inter-Generational Planning


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 the About IFG page for more information.
 

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DATE

Thursday Jan 23, 2020

2020 NYC AGENDA

Printable Agenda Here

Last Year’s Agenda Here

THANKS TO OUR SPONSORS

2020 AGENDA

 
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8:00 AM
Registration & Breakfast


8:30 AM
WELCOME & INTRODUCTIONs

8:40 AM
21st Century Philanthrophy: Releasing the Potential of the Rising Generation

Dennis Jaffe, PhD, Wise Counsel Research
Jason Ingle, G5 of the Ford family
David R. York, York Howell, ACTEC Fellow, Moderator

9:30 AM
Upping the Ante—How Best to Plan for Four Spouses and Twenty-Five Children: LESSONS AND TRENDS FROM MIDDLE EASTERN GOVERNANCE MODELS

Diana Hamadé, Managing Partner, Diana Hamadé Attorneys at Law, In Association with EKP, Dubai
Babetta von Albertini, IFG Chair, Moderator


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10:20 AM
BREAK


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10:50 AM
Family Enterprise Continuity Planning—Leveraging Your Trusted Advisors to Ensure a Stronger Future

Gregory G. Greenleaf, The Family Business Consulting Group (FBCG)
Babetta von Albertini, IFG Chair, Moderator

11:40 AM
keynote sponsored by Pitcairn:
Entrusted—Helping Clients Build Legacies that Last

David R. York, York Howell, ACTEC Fellow


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12:30 PM
Lunch & Roundtable Discussions sponsored by Willow Street Group


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2:00 PM
Family Engagement: Practical Strategies to Involve All Generations in the Operating Business, Family Office, Family Council, and Foundation

Sharna Goldseker, G3 of the Goldseker family
Kiki Tauck Mahar, G3 of the Tauck family
Andrew D. Pitcairn, G4 of the Pitcairn family
Daniel S. Bowman
, Tibbetts Family Holding Co., LLC, Moderator

3:00 PM
Creating a Sustainable, Multi-Generation Family Office

Carol A. Hannigan, Moreland Wealth Services Corporation


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3:50 PM
BREAK


4:20 PM
keynote sponsored by Meritus Trust Company:
Re-inventing the Future: from Oil to Hydrogen in Four Generations

Whitaker B. Irvin Jr., G4 of the Irvin family


5:30 PM
Cocktail Reception sponsored by AllianceBernstein (AB)

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.

 
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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.

SPEAKERS

 


Dennis T. Jaffe, Ph.D. | Wise Counsel Research

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.

 
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Jason Ingle | G5 of the Ford family

 
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David R. York | York Howell, ACTEC Fellow

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.

 
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Diana Hamadé | Diana Hamadé Attorneys at Law, In Association with EKP, Dubai

Diana Hamadé is a UAE lawyer and the Founder & Managing Partner of Diana Hamadé Attorneys at Law, a private practice law firm in the UAE focusing on Family Businesses and Succession Planning. Diana has served as legal advisor to Hawkamah Institute of Corporate Governance and was involved in developing the framework of corporate governance in the MENA region, drafting the governance codes, rules and regulations.

Diana is regularly hosted as a speaker and trainer on subjects relating to family businesses, wealth planning and governance. Diana was a speaker at the Campden Wealth 14th Family Alternative Investment Conference in London and also was a member of the keynote panel at the Middle East Family Office & Investment Conference in Abu Dhabi, speaking on Stability, Governance & Growth of Family Businesses. Diana has also written for Camden Wealth, her latest pieces included ‘Law Changes A Giant Step for UAE Succession Planning’ and ‘Tackling the Gulf Succession Crisis’. 

Diana has written for the local UAE newspaper, The National and currently writes the Legally Stylish Column in Villa88 magazine, she also authors various chapters in legal publications with regards to the laws of the UAE. 

Diana was recognized by Thomson Reuters as the Most Influential Female Lawyer in the UAE and as the Best Legal Writer by the National. She was presented the Arab Woman Legal Award in 2016 and the Author Excellence award by Lexis Nexis. Diana is a fellow of the IBA (International Bar Association) currently serving as Vice-Chair for the Arab Regional Forum, IAFL (International Academy of Family Lawyers), Arbitral Women & STEP Arabia.

 
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Babetta von Albertini, Ph.D. | IFG 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 Counsel. 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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Gregory G. Greenleaf | The Family Business Consulting Group (FBCG)

 
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Sharna Goldseker |G3 of the Goldseker family

Sharna is an expert on multi-generational and next generation philanthropy and—as a next gen donor herself—offers a trusted insider’s perspective. As executive director of 21/64, the nonprofit practice she founded to serve philanthropic and family enterprises, she has created the industry’s gold-standard tools for transforming how families who give will define their values, collaborate, and govern in the decades ahead. Sharna has been a consistent presence in the philanthropic field for two decades and is known for her quiet gravitas and insight. Today, prominent nonprofits, philanthropic networks, and foundations look to Sharna for training in next generation engagement and multi-generational advising. She is the co-author of Generation Impact: How Next Gen Donors Are Revolutionizing Giving.

 
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Kiki Tauck Mahar | G3 of the Tauck family

 
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Andrew D. Pitcairn | G4 of the Pitcairn family

A fourth-generation family member, Andrew actively serves as Chair of the Pitcairn Family Council. Established in 1982, The Pitcairn Family Council is a platform for recognizing talent, educating family members, identifying and implementing solutions for connectedness, and interfacing directors, management and owners. After serving as both member and co-Chair, Andrew was appointed Family Council Chair in 2010. Additionally, Andrew is a member of the Pitcairn Board of Directors, co-trustee of Pitcairn family trusts, Chair of the Nominating/Governance Committee and advisory member of the Capital Committee.

Recognized as a published author and passionate speaker, Andrew regularly serves as an expert at family office and family business forums and conferences on topics related to family council and engaging the next generation.

 
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Daniel S. Bowman | Tibbetts Family Holding Co., LLC

Daniel S. Bowman is the Family Office executive for a single-family office, serving multiple generations. The Family Office grew out of the sale of the family’s domestic lumber company, the largest privately held building material dealer in the Southeastern United States. The family’s investments include domestic and international assets in the building materials, real estate, hospitality and retail industries. As the Family Office executive, he primarily focuses on the transfer of generational wealth through estate planning, asset allocation and private equity investments. Mr. Bowman holds an M.B.A. in Finance and Information Systems from the University of South Florida and a B.A. in Economics from Emory University.

 
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Carol A. Hannigan | Moreland Wealth Services Corporation

Carol A. Hannigan is President and General Counsel of Moreland Wealth Services Corporation, a single-family wealth management office for the Jeffrey Horvitz family in Beverly, Massachusetts. Carol handles all litigation, investment, trust and estate planning, audit and compliance matters and is responsible for developing and executing wealth transfer and tax planning strategies for family members. She coordinates the work of external advisors, as needed, and also handles next generation education. Carol serves as a key senior advisor to all family members.

Prior to joining Moreland in 2010, Carol spent over twenty years as a commercial real estate and corporate attorney in Boston, advising wealthy families, investors and developers on real estate and private equity investments, as well as related trust and estate tax planning matters. She was a Partner at Hale and Dorr LLP (now Wilmer Hale). Carol received her B.A., magna cum laude, from Simmons College and her J.D. from Boston University School of Law.

 

Whitaker B. Irvin, Jr. | G4 of the Irvin family

Know How

 

2020 PRESENTATIONS

Speaker presentations will be made available a week prior to the conference, at which time participants will be able to download the materials.


Pre-Conference Workshop: The Leader in Late Adulthood: Finding Value for the Enterprise and Meaning for the Self

Kelin Gersick, Lansberg, Gersick & Associates

Determining how, and when, to transition out of leadership is the most important challenge for senior family leaders. The wisdom of leaders in later years is valuable human capital, hard-won and tricky to pass on. How can senior executives and governors recognize the right moment and the most gracious way to step out of authority roles, while conveying to their successors as much as possible of their experience, judgment, and lifetime of networking? Even more daunting are the dilemmas facing the leaders themselves: "What's next? What will fill the space in my life with meaning? How can I make this transition empowering for both generations, neither premature nor too late?" This session will introduce concepts from adult development research and organizational transitions, and then focus on an exchange of experiences and plans with attendees of all generations.



21st Century Philanthrophy: Releasing the Potential of the Rising Generation

Dennis Jaffe, David R. York (Moderator), & Jason Ingle

Family enterprises are different from public companies in that their owners have personal relationships, share a set of values about relationships, business, their communities and have a vision of a desired future they want to pass on to their children, leading them to adapt a long-term view of their interests. This leads successful global families to develop a view of desired social impact, that they pass on to their companies (through Corporate Social Responsibility and Sustainability practices), investments (through Impact Investments), and responsibility to their community (philanthropy and social impact investments). In a study of long-term global family enterprises, we look at how values determine how the family uses their wealth to align with their values and have a positive impact on the world around them.


Upping the Ante—How Best to Plan for Four Spouses and Twenty-Five Children: LESSONS AND TRENDS FROM MIDDLE EASTERN GOVERNANCE MODELS

Diana Hamadé & Babetta von Albertini (Moderator)

Middle Eastern family business governance and succession planning in a jurisdiction where forced heirship rules apply. An insight into the options available to families where there are multiple wives and children to protect continuity of the business and minimize risks of future challenges.


Family Enterprise Continuity Planning – Leveraging Your Trusted Advisors to Ensure a Stronger Future

Gregory G. Greenleaf & Babetta von Albertini (Moderator)


Keynote: Entrusted – Helping Clients Build Legacies that Last

David R. York

This presentation will discuss a completely different paradigm for wealth transfer and will discuss the importance of capturing and transferring human capital, how to maximize the benefits of financial wealth transfer, and what can be done with excess financial resources. It will review the Seven Disciplines that successful families follow to effectively transfer holistic wealth on a multi-generational basis. It will also talk about how to build and foster Stewards, individuals who are fully invested and completely engaged in something far bigger than themselves.


Family Engagement: Practical Strategies to Involve All Generations in the Operating Business, Family Office, Family Council, and Foundation

Daniel S. Bowman (Moderator), Sharna Goldseker, Kiki Tauck Mahar, & Andrew Pitcairn


Creating a Sustainable, Multi-Generation Family Office

Carol A. Hannigan

Carol will share her experience in going beyond asset planning to build a sustainable family office to serve a multi-generational family. She will also discuss the evolving role of the family office executive in identifying and planning for the family's needs and goals beyond the traditional focus on investment management, accounting and tax planning. These may include governance structures and initiatives such as a private trust company, a family council, and next generation education.


Keyonte: Re-inventing the Future: from Oil to Hydrogen in Four Generations

Whitaker B. Irvin Jr.

EARLY BIRD REGISTRATION

Until November 15, 2019

 

Registration

$595 for IFG Members ($795 Regular)
$795 for Non-members ($995 Regular)
$395 for Single Family Office ($595 Regular)

Membership

Annual Membership
$125

Learn more about IFG

 

Cancellation Policy: All cancellations must be in writing. If you are unable to attend, a substitution may be made at any time. Registrations cancelled before December 1, 2019 will be refunded in full, less a $100 USD administrative fee. Registrations cancelled between December 1, 2019 and December 31, 2019 will receive a 25% credit towards another IFG conference within a year’s period. No refunds or credits can be issued for cancellations after December 31, 2019. No-shows are subject to the full fee.

Financial Aid: Financial aid is available upon request. Please contact: info@ifgworldwide.org.

info@IFGworldwide.org

Institute for Family Governance Ltd.

35 East 38th Street, Suite 11C

New York, New York 10016

646-653-9368