Location

Union League Club
38 E 37th St, NYC

DATE

Tuesday May 14, 2024

2024 NYC AGENDA

Printable Agenda Here

Last Year’s Agenda Here

8:00 AM
sign-in & Breakfast sponsored by alliancebernstein (AB)

8:30 AM
WELCOME & INTRODUCTIONs

8:40 AM
Navigating Your Family Enterprise When Generational Trusts Own It

Amy Wirtz, Esq., The Family Business Consulting Group
Alberto Brazzalotto, Maisto e Associati, Moderator

9:30 AM
How to Bring your Public Company in Alignment with Your Family Values—Mills, Brazil Case Study

Francisca Nacht, G3 & Co-Chair of the Board, Mills, Brazil
Babetta von Albertini, IFG Chair & General Counsel, ATM Capital Partners, Moderator

10:20 AM
BREAK sponsored by deutsche bank

10:50 AM
What Can Trusted Advisors Do to Help Facilitate Successful Inter-Generational Transitions?—Case Studies

Doug Macauley, Cambridge Associates
Giulia Cipollini, Esq., Withersworldwide
Drew Mason, Jade Capital Management, Moderator

11:40 AM
keynote sponsored by Maisto e Associati
Before the Board Room: Preparing Family Leaders

Kirby Rosplock, PhD, G4 of the Babcock Ranch founding family & Founder Tamarind Learning
Mark Haranzo, Holland & Knight, ACTEC Fellow, Moderator

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

2:00 PM
How to Achieve Effective Family Communication—Do’s and Don’ts

Torri Hawley, G7 of The Vollrath Company
Michele Mikeska Jaffe, Family Enterprise + Wealth Psychologist, Moderator

2:50 PM
BREAK sponsored by Wealthgate Trust Company

3:20 PM
Why are Inter-Generational Transitions so Difficult?—Case Studies

Oscar Paez, G2 Concentrados el Galpon & Board Member FBN USA
Ryan Harding, Esq., IFO Group, LLC
Betty Andrikopoulos, Willow Street, Moderator

4:20 PM
keynote:
How to Keep the Trust Premium: Why Family Owned Businesses Need to Turn Their Good Intentions into Actions Now

Anantshree Chaturvedi, G2 of UFlex and CEO of Flex Films (USA)
Peter Englisch, PWC, Global Family Business, Moderator

5:20 PM
Concluding remarks

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 US tax law and has advised large domestic and international families on their governance and succession planning for twenty years. Babetta is also the General Counsel of ATM Capital Partners, a single family office. Prior thereto, she was with Withers (a global trusts and estates law firm) for nine years, and Shearman & Sterling (a capital markets law firm) for three 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 is a former Vice Chair of STEP New York and served for three years as elected U.S. representative on the STEP Global Council in London (the Society of Trust and Estate Practitioners).

Dennis T. Jaffe, Ph.D. | Vice-Chair

Dennis, a San Francisco-based advisor to families about family business, governance, wealth and philanthropy, is Senior Research Fellow at BanyanGlobal Family Business Advisors. He is author of Borrowed from Your Grandchildren: The Evolution of 100-Year Family Enterprises; 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. His global insights have led to teaching or consulting engagements in Asia, Europe, the Middle East, and Latin America. The Family Firm Institute awarded him the 2017 International Award for service, and in 2005 he received the Beckhard Award for service to the field. In 2020 he was awarded a special commendation as an individual thought leader in the field of wealth management by the Family Wealth Report. He has a BA degree in Philosophy, MA in Management, and Ph.D. in sociology, all from Yale University, and professor emeritus of organizational systems and psychology at Saybrook University in San Francisco.

John E. Oden | Vice-Chair

John is a Principal and a 30 year veteran of AllianceBernstein, a global investment management and research firm, with approximately US$760 billion under management through 51 offices in 26 countries. He specializes in working with complex global family relationships in the implementation of investment planning and asset allocation advice, and has taken a leading role in the development of the firm’s international private client business. John is a former Chair of the New York Branch of the Society of Trust and Estate Practitioners (STEP), an international organization for professionals involved in cross-border tax and estate matters. He is the Founder and Chairman Emeritus of the China-US Business Alliance, a 13-year-old organization of senior professional advisors in both the US and Asia who have business activities in 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.

David R. York, Esq. CPA | Vice-Chair

David 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.

Amy Wirtz, Esq. | The Family Business Consulting Group

Amy is a senior consultant with The Family Business Consulting Group. She works closely with families to identify their goals around values, ownership and financial wealth. To support these goals, Amy helps families establish family offices, family councils and enterprise governance systems. Amy believes her role as an advisor is to educate families and business leaders on options and support systems that are available to assist in their continued growth and aligned vision. Once a family is aligned on their decision, she assists the family, owners and leadership team in developing an implementation plan and ensures that it stays on target. Amy brings a diverse range of education and experience to family enterprises including a bachelor’s degree in secondary education and law degree. She served as a lawyer for 27 years, with the last 10 years practicing collaborative law. Amy is also a trained mediator and skilled facilitator in conflict resolution, communication and listening skills.

Alberto Brazzalotto | Maisto e Associati

Alberto Brazzalotto is partner at Maisto e Associati and heads their London office since January 2023. His main area of expertise is Italian tax law, with a focus on private clients, including taxation of trusts, estate planning, cross-border successions, restructuring of family businesses and relocation of high-net-worth individuals to and from Italy. Alberto also has an extensive expertise in international tax law, taxation of IPs, and taxation in the sport, entertainment and art sectors. He also assists clients (both domestic and international) in potential tax controversies and tax dispute resolutions through settlements. Alberto is a TEP member of the Italian branch of STEP (The Society of Trust and Estate Practitioners) and a member of PAIAM (Professional Advisors to the International Art Market).

Francisca Nacht | G3 & Co-Chair of the Board, Mills, Brazil

Francisca Nacht is Brazilian and Danish and a G3 in her family business, Mills, where she is the co-Chair of the Board of Directors as well as the Chair of the Family Owner’s Council. Mills operates across Brazil and is the market leader within equipment rental (aerial work platforms and earth-moving) as well as formwork and shoring solutions for complex infrastructure constructions. Mills was founded in 1952 and is today listed in São Paulo (MILS3). After a transformational merger in 2019, the Nacht family gained two new partners, and today Francisca leads a control group of two families and a PE fund. Mills has a strong DNA and a long-standing, ambitious sustainability agenda. Outside of Mills, Francisca is a board member of FBN International – the Family Business Network and the co-chair of FBN Denmark. Francisca is purpose-driven - be it within the business, in finding ways to move individuals and families forward, or in putting money at the service of the greater good. Before choosing to move into the family business in 2013, Francisca’s spent 13 years with Procter & Gamble in Nordic. Francisca lives in Copenhagen, Denmark with her two sons.

Babetta von Albertini, Ph.D. | IFG Chair & General Counsel, ATM Capital Partners

Babetta is the Chair of the Institute for Family Governance. She is an expert on family governance and US tax law and has advised large domestic and international families on their governance and succession planning for twenty years. Babetta is also the General Counsel of ATM Capital Partners, a single family office. Prior thereto, she was with Withers (a global trusts and estates law firm) for nine years, and Shearman & Sterling (a capital markets law firm) for three 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 is a former Vice Chair of STEP New York and served for three years as elected U.S. representative on the STEP Global Council in London (the Society of Trust and Estate Practitioners).

Doug Macauley | Cambridge Associates

Doug is a Partner and a Managing Director of the Private Client Practice at Cambridge Associates, working with several private clients, family foundations, and institutions ranging in size from $50 million to $4.5 billion. 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 receiving his MBA from Dartmouth College. He received his BA from Colby College and is a CFA® Charterholder.

Giulia Cipollini, Esq. | Withersworldwide

Giulia is the head of the Italian Tax and Wealth Planning Team of Withers. She provides tax and wealth planning to families, family offices, entrepreneurs, charities, foundations, artists, talents and athletes. Giulia leads the team that focuses on the Italian "flat tax regime" for new residents. She assists families in setting up legal structures and in providing adequate tax, inheritance, trusts and estate planning. Giulia is the head of the Withers global SIG (special interest group) on Continental Europe. She is a member of the board of the Scientific Committee of the STEP Italy Branch and is a member of the Philanthropy Advisors SIG Steering Committee.

Drew Mason | Jade Capital Management

Drew is managing partner at Jade Capital, 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. As a social impact investor, Drew was instrumental in the founding of Sohu.com, credited with helping bring the internet to China in the 1990s, and more recently, a leader in socially inclusive finance, listed on the New York Stock Exchange. Drew has served on a number of private and public boards, is on the advisory board of the U.S. Navy League, and has spoken at Harvard, Brown University, Wharton, and the National Defense University. He received his MBA from Harvard Business School and his honor’s degree in History from Brown University.

Kirby Rosplock, PhD, | G4 of the Babcock Ranch founding family & Founder Tamarind Learning

Kirby is a G4 of the Babcock family that timbered starting in 1887 from upstate NY to the southern tip of FL. The family sold Babcock Ranch in 2006 to Sydney Kitson who has built a completely green development that can accommodate up to 50,000 residents just northeast of Fort Myers. Kirby will share more about her family’s enterprising history, the travails with leadership succession and her perspective from her family board service.

Mark Haranzo | Holland & Knight, ACTEC Fellow

Mark Haranzo is is the chair of Holland & Knight's New York Private Wealth Services Group. He focuses his practice on domestic and international private client matters for affluent individuals and their families. Mark’s clients include entrepreneurs, corporate executives, family offices, real estate developers, business owners, investors and investment bankers, as well as artists, entertainers, writers, collectors and philanthropists. Mark has more than 25 years of experience in all aspects of estate and gift planning for individuals and families, including matters with complex multigenerational or multi-jurisdictional issues. Mark is a member of ACTEC.

Torri Hawley | G7 of The Vollrath Company

Torri is the Director of Client Learning Experience for Tamarind Learning and brings a decade of experience working with enterprising families. She is a G7 of an enterprising family that owns a 149-year-old operating company. From an early age Torri was empowered to play an active role in governance, helping form a family council and championing next-gen education and engagement. She now sits on her family office and operating companies’ boards. Having experienced the variety of joys and challenges of being part of a family business, Torri is passionate about helping next-generation members build their confidence and credibility through empowerment and learning. Torri attended Stetson University where she graduated with a BBA in Family Enterprise Management, and later completed the Family Firm Institute’s Certificate in family business advising and family wealth advising. Torri earned her master's degree in Strategic Human Resources from the University of Denver. Before joining Tamarind Learning, Torri worked for an Ultra-High-Net-Worth Wealth Management firm and spent seven years with a multi-generational embedded family office. Torri has shared her perspective as a next generation stakeholder for Family Business’ Transitions conference, Daughters In Charge, Purposeful Planning Institute and Family Office Exchange. She was nominated as one of Family Business Magazine’s “25 Under 35: Next-Gen Members to Watch.” Torri is actively involved in community efforts and charitable work to address childhood hunger on a local scale. She lives in the Philadelphia suburbs with her husband Charlie and her four-legged best friend Murray.

Michele Mikeska Jaffe | Family Enterprise + Wealth Psychologist

Michele is a Relationship and Wealth Psychologist who specializes in guiding individuals, couples, and enterprise families through the complex terrain of financial wealth's influence on identities and relationships. Her unique perspective is informed by a diverse background as an entrepreneur and as a Design Director in strategic innovation. Michele's career began in the branding and design world, where she collaborated with legacy brands like Sony, Fox, Delta, and American Express. She then transitioned to strategy and innovation, establishing an R+D Innovation Lab at the New York Times. During her doctoral training in clinical psychology, she provided culturally sensitive mental health services to individuals and families, spanning assessment, individual therapy, and family counseling. More recently, Michele served as the leader of the Family Business Network – United States (FBN-USA), a global community of business-owning families. She is also a recognized speaker, content creator, and peer-reviewed journal contributor, with her research focusing on the intricate dynamics of financially diverse marriages, cross-cultural family systems, and ultra high-net worth individuals influenced by female inheritance. In her private practice and ongoing research, Michele continues to explore the profound impact of wealth on identity, autonomy, relational dynamics, and the transmission of intergenerational values and trauma.

Oscar Paez | G2 Concentrados el Galpon & Board Member FBN USA

Oscar is a G2 of Concentrados el Galpon and a Consultant at The Family Business Consulting Group, with expertise in management, finance, succession planning, and corporate governance. He has consulted for companies such as Multi-Latinas, Family Offices, and Enterprising Families, and has worked in financial firms like Merrill Lynch, Morgan Stanley, and UBS. Oscar was also the CEO of Productos Alimenticios el Galpon. He serves on the boards of Family Business Network USA and Therapeutic Scuba Institute and has co-founded Be Close and Ipsa Earth Good. Oscar holds a BBA degree in International Finance and Marketing, as well as a master's in international administration. He is passionate about scuba diving, aviation, and photography. Through his role at TSI, Oscar combines his interests in water conservation and neurodiversity, making diving accessible to all.

Ryan Harding, Esq. | FO Group, LLC, ACTEC Fellow

Ryan is the President of Garden Trust Company and Managing Director of the IFO Group, LLC, in Detroit, Michigan. Previously, Ryan was a partner in the Private Client Practice Group of McDermott Will & Emery LLP, where his practice focused on the formation and operation of family offices and private trust companies, particularly with respect to governance and succession planning for family and closely held businesses. Ryan also represented clients on complex estate administration and sophisticated tax and wealth transfer planning, as well as contested tax and probate matters. While at the law firm, he was a frequent author and speaker on the creation and operation of private trust companies, trust administration and investments, family businesses and succession planning. Ryan graduated from the University of Notre Dame with a B.A. in Government and a B.B.A. in Accountancy. He then received his law degree from the University of Michigan. Ryan is a fellow of the American College of Trust and Estate Counsel (ACTEC).

Betty Andrikopoulos | Willow Street

As a senior managing director, Betty leads new and current client relationships and participates in the overall management of the firm. She is also a member of the Board of Managers of Crestbridge Fiduciary, a strategic venture between Willow Street and Crestbridge. Betty has over 30 years of experience in finance and marketing strategy in the banking, med-tech and real estate industries, and in organizations ranging from start-ups to multi-national corporations. She has served as President of the Wyoming Trust Association (WTA) since its founding in 2018 and President of STEP Wyoming since 2021. Betty specializes in aligning strategy and values to fiduciary structures that will support a family’s current and evolving needs. She brings insights on leading practices in private trust company (PTC) governance, operations, and administration. Her years of experience working with family businesses, family offices, and PTCs benefit the boards and committees on which she serves. Betty’s deep connection to client relationships is centered on her commitment to being a resource and thought partner.

Anantshree Chaturvedi | G2 of UFlex and CEO of Flex Films (USA)

Anantshree is a G2 of Uflex Limited, India. He serves Co-Chairman and CEO of Flex Films (USA) Inc., which is a part of Uflex Limited, India´s largest multinational flexible packaging and solutions company. UFlex aspires to reach net-zero status by 2035 and is driven by the purpose of transitioning to a circular plastics economy, and aims to keep plastic in the economy and out of the environment. Anantshree currently lives in NYC.

Peter Englisch | PWC, Global Family Business

Peter is PwC’s Global Family Business and EMEA Entrepreneurial and Private Business (EPB) Leader. He has more than 28 years’ experience in providing both international and national companies with assurance and advisory services, and in supporting family-owned businesses and family offices in addressing a broad range of issues, including succession, governance and growth strategies. Peter is the co-author of a number of family business, family office and growth company publications with the Center of Family Business of the University of St. Gallen, Switzerland, and with other academic partners. He is a board member of the Family Firm Institute (FFI), a Certified Public Accountant and tax advisor in Germany, and a US Certified Public Accountant (CPA). Peter holds a Master’s degree in Economics from the University of Münster, Germany.

Registration

$995 for IFG Members
$1395 for Non-Members

Membership

Annual Membership
$250
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