September 25-27, 2024 | JW Marriott Dallas Arts District, TX

For 10 years, Family Business Legacy has been dedicated to helping families preserve their family legacy by focusing on important issues such as estate planning, trusts, NextGen financial education, ownership transfers, and wealth management.

Future-Proofing Your Family’s Legacy

As your family grows in both size and wealth, your responsibilities expand, too. Managing that growth while preserving your legacy requires a mix of preparedness and flexibility. This year, Family Business Legacy will examine strategies for mapping out your family’s future while adjusting to unexpected speedbumps, roadblocks and detours.

Join your peers to explore:

  • Becoming a Financial Family
  • Viewing Family Wealth Strategically
  • The Advantages and Challenges of Trusts
  • Philanthropy: Not as Simple as It Seems
  • Collective and Individual Investing
  • How to Teach Your NextGens About Ownership and Wealth
  • What it Means to Own a Multifaceted Enterprise

 

The Family Business Legacy Difference:

  • Advice from families and family offices who share lessons learned from their successes...and failures
  • Collaborative discussions and peer groups
  • Intimate, confidential and honest conversations
  • Unparalleled networking opportunities
  • No-sell environment

Plus: an optional pre-event Family Office Intensive session for family office leaders and family members who interact with the family office.

Our Family Business Legacy speakers will help you navigate complex issues by sharing what’s worked… and what hasn’t. with their preservation strategies.

Keynote Speakers

Jim Taylor

Board Chair and Executive Vice President of Strategic Initiatives
ABARTA, Inc.

Shelley Taylor

Family Council Chair
ABARTA, Inc.

Easter Maynard

Chair
Golden Corral Corporation
Speakers

Preston Root

Fourth-Generation Steward
Root Glass Co.

John Seckman

President
Shoebox Private Trust Company

Katy Wilder Schaaf

Vice Chair of the ERC Board of Directors
E. Ritter & Company

Mitch Eiting

Global Philanthropic & Corporate Giving Manager
Midmark Corporation

Elizabeth Chapman

Cathy Family Services Lead
Chick-fil-A, Inc.

Maria Mauthe

General Partner
HJL Properties

Jill Barber

President
CYMI Holdings

Rachael (Burris) Keys

President, Burris Family Trust;
Financial Project Manager, Burris Logistics

Nancy Bruns

Chairman of the Board
Dickinson Group

Ashley Barb

Chief Operating Officer
Fambran Enterprises, LLC

Lynn Houston Moore

Owner and CEO
HJI Supply Chain Solutions

Alice Houston

Owner and co-founder
HJI Supply Chain Solutions

John Michael Elder

President & Chief Investment Officer
Wellspring Family Group

Steve Gray

Chairman of the Board
Azalea Investments, LLC

Michael Moran

CEO
Walnut Ridge Family Office

Thiago Penido

Partner
TRAIL Governance and Succession

Robert (Bobby) Stover, Jr.

EY Americas Family Enterprise and Family Office Leader
Ernst & Young LLP

Catherine Fankhauser

Partner
Family Office Advisory Services, Ernst & Young LLP

Margaret Hughes

Manager
Family Office Advisory Services, Ernst & Young LLP

Sean Aylward

EY Private National Tax Managing Director
Ernst & Young LLP

Gene Peck

Managing Director, Family Enterprise Business Services
Ernst & Young LLP

David Herzig

Principal, Private Client Services Tax Practice
Ernst & Young LLP

Lee Sinclair

Senior Manager, Private Tax
Ernst & Young LLP

Tom Singh

Managing Director, Senior Resident Director - Private Wealth Advisor
Merrill Private Wealth Management

Shannon Zur

Family Office Director
Vogel Consulting

Allen Injijian

Managing Director, Head of Wealth Strategy & Planning
Geller

Jennifer Proper

Managing Director, Wealth Strategies
Pitcairn

J. Matthew McCarte

Managing Director, Head of Wealth Management
Pitcairn

Kevin Michalzuk

Private Wealth Advisor
Morgan Stanley Private Wealth Management

Glenn Kurlander

Head of Family Governance & Wealth Education
Morgan Stanley Private Wealth Management

Eliza Orleans

Senior Manager
CFAR, Inc.

Caleb White

Principal
CFAR, Inc.

David Herritt

Head of Center for Family Legacy
Truist Wealth

Zack Needles

Editor-in-Chief
Family Business Magazine

Peter Begalla

Conference Chair
Family Business Magazine

Bill Rock

President and CEO
MLR Holdings

WHO SHOULD ATTEND

Family Business Legacy helps owners and members of operating family businesses and enterprises, and their family offices, navigate the complex issues surrounding legacy and wealth generation and transfer.

Family Business events approach everything from a real-world perspective. Our moderators are industry experts; our family business and family office speakers share real experiences in an authentic and open environment.

Attendance is limited to family business owners, senior executives (including non-family executives or non-family board members), family trust directors/executives, family council leaders, family office leaders, or shareholders of family-owned businesses whose primary business is other than advising family-owned businesses.

NOTE: All attendees will be vetted to ensure that they are family company leaders, members or shareholders. This event is only for family-run companies or enterprises. Senior advisers to family companies may attend ONLY with the family company they represent.

Countdown to the Event

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