Location

Holland & Knight
701 Brickell Ave UNIT 3300,
Miami, FL 33131

DATE

Thursday Dec 7, 2023

2023 Miami AGENDA

Printable Agenda Here

8:00 AM
Sign-in & Breakfast

8:30 AM
WELCOME & Introductions

9:00 AM
How to Structure an Effective Family Meeting — Dos and Don’ts

Tom Rogerson, President and CEO GenLeg

9:50 AM
What Can Trusted Advisors Do to Help Facilitate a Successful Inter-Generational Transfer? — Practical Case Studies

Giulia Cipollini, Withersworldwide
Paul J. D’Alessandro, Jr., Bilzin Sumberg
Mark Haranzo, Holland & Knight, Moderator

10:50 AM
BREAK

11:20 AM
KEYNOTE
How to Achieve Engaged Family Goverance — Wealth 3.0

Dennis Jaffe, BanyanGlobal

12:10 PM
Lunch & Roundtable Discussions sponsored by Crestbridge Fiduciary

2:00 PM
Family Governance That Meets Your Family’s Current and Future Needs: Learning from Case Studies

Claudia Binz Astrachan, Generation6

2:50 PM
BREAK

3:10 PM
Successful Inter-Generational Transitions: How to Change the Governance Structure to Make Room for the NextGeneration

Kirby Rosplock, G4 of the Babcock Ranch founding family
Marianna Andrade, G4 of Grupo Algar, Brazil
Jason Ingle, G5 of the Ford family

4:10 PM
Keynote
Brave Leadership: How to Be Good Stewards of an American Cultural Icon

Heidi Roddenberry, G2 of the Roddenberry family, interviewed by Liza Heavener, NEXUS

5:00 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 U.S. tax law and has advised large domestic and international families on their governance and succession planning for approaching 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 (the Society of Trust and Estate Practitioners). She continues to serve on the STEP Global Governance Committee.

Read the The International Family Offices Journal’s interview with Babetta von Albertini.

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

Dennis Jaffe is a San Francisco-based advisor to families about family business, governance, wealth, and philanthropy. He is a Senior Research Fellow at BanyanGlobal Family Business Advisors. Dennis is author or co-author of a number of books, including: (i) Wealth 3.0: The Future of Family Wealth Advisory; (ii) Borrowed from Your Grandchildren: The Evolution of 100-Year Family Enterprises; (iii) Finding Her Voice and Leaving a Legacy; (iv) Cross Cultures: How Global Families Negotiate Change Across Generations; (v) Stewardship in your Family Enterprise: Developing Responsible Family Leadership Across Generations; and (vi) 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. Dennis 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.

Mark Haranzo, Holland & Knight

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.

Francesca Boschini, Deutsche Bank Wealth Management

Ms. Boschini is Director – Head of International Wealth Planning & Head of Insurance Solutions for the Americas at Deutsche Bank Wealth Management. Francesca is based in New York and is in charge of Deutsche Bank Wealth Management Americas cross-border and international wealth planning practice and of its insurance planning solutions platform. When working directly with clients, Francesca provides technical assistance on wealth planning and insurance planning matters to U.S. and international families. She works to develop and execute solutions for the complex global wealth preservation, estate and insurance planning needs of high-net-worth and ultra-high-net-worth clients. Francesca has over twenty years of experience finding solutions for global wealth preservation and estate planning needs of ultra-high net worth clients. Francesca earned her civil law degree and J.D. from the University of Bologna School of Law in 1997 and earned her LL.M. in 2002.

Tom Rogerson, President and CEO GenLeg

As a recognized leader and pioneer in family governance throughout the world, Tom uses his “7 Steps to Healthy Family Governance” to assist families with communication, philanthropic vision, legacy planning, succession, and education. Tom incorporates these critical issues into a client’s comprehensive wealth management plan, not only helping to prepare the money for the family, but to also prepare the family for the money. He brings more than four decades of experience to the wealth management industry where he has provided guidance and education to families, helping them transition significant capital, both tangible and intangible, from one generation to the next.

Giulia Cipollini, Withersworldwide

Giulia is the head of the Italian Tax and Wealth Planning Team of Withers in Italy. She provides tax and wealth planning to families, family offices, entrepreneurs, charities, foundations, artists, talents and sportspeople. Giulia leads the team that focuses on the Italian "flat tax regime" for new residents. She assists families in creating their structures and in providing those with 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 STEP Italy Branch and is a member of the Philanthropy Advisors SIG Steering Committee.

Paul J. D’Alessandro, Jr., Bilzin Sumberg

Paul advises high net worth clients and global families on a variety of international tax and estate planning issues. Representing individuals predominantly from Latin America and Europe, he provides customized, tax-efficient solutions to address clients' needs. Paul’s experience includes advising on inbound and outbound tax planning matters, foreign trusts, pre-immigration planning, expatriation, and the acquisition and disposition of U.S. real property holdings and other investments.

Mark Haranzo, Holland & Knight

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.

Dennis Jaffe, BanyanGlobal

Dennis Jaffe is a San Francisco-based advisor to families about family business, governance, wealth, and philanthropy. He is a Senior Research Fellow at BanyanGlobal Family Business Advisors. Dennis is author or co-author of a number of books, including: (i) Wealth 3.0: The Future of Family Wealth Advisory; (ii) Borrowed from Your Grandchildren: The Evolution of 100-Year Family Enterprises; (iii) Finding Her Voice and Leaving a Legacy; (iv) Cross Cultures: How Global Families Negotiate Change Across Generations; (v) Stewardship in your Family Enterprise: Developing Responsible Family Leadership Across Generations; and (vi) 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. Dennis 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.

Claudia Binz Astrachan, Generation6

Claudia Binz Astrachan, Ph.D. is a family business researcher, lecturer, and advisor. Based in Atlanta since 2013, Claudia continues to lead the Family and Business Program at Lucerne School of Business in Switzerland, providing research-based and peer-oriented learning opportunities for multi-generational family enterprises. In 2019, she joined Andrew Keyt as the Head of the Governance Practice – a role that she continues to hold at Generation6 | Family Enterprise Advisors. Claudia has worked extensively with the boards and family councils of some of the largest private family companies in the United States. Her research and consulting practice are informed by her understanding of the role of family and business governance that aligns with the values, culture, and objectives of the owning family.

Kirby Rosplock, G4 of the Babcock Ranch founding family

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.

Marianna Andrade, G4 of Grupo Algar, Brazil

Marianna Andrade is a G4 of the family that owns Grupo Algar in Brazil. Born into a well-known Brazilian business family, Marianna represents the fourth generation of her family's legacy. Her upbringing has provided her with a profound appreciation for the intricacies and nuances of the family business landscape. Marinna has had extensive industry exposure and insights into various markets, including Telecom, Autoparts, Farming, Tech, Marketplace, Events and Entertainment, where over a career spanning 15 years she has demonstrated her versatility and adaptability. Marianna is also the Director of Marketing and Communication for FBN - USA.

Jason Ingle, G5 of the Ford family

Jason is a G5 of the Ford family and a board member of the Ford Fund, the philanthropic arm of Ford Motor Company. He also serves on his family’s Investment Committee, the Family Office Board of Directors, and is the Chair of the Family Council. Jason works on integrating impact investing to move beyond just “check-writing philanthropy” for the family across the various family enterprise entities. Important questions that arise are: (i) how can the Ford Fund continue to integrate strategic philanthropy and impact investing to magnify its impact on behalf of the company; and (ii) how can G5 and G6 family members come together as a growing and geographically diverse group around a set of collective causes that are tied to the family’s legacy, but also support emerging opportunities. Jason, his wife Sarah, and their five children and five dogs reside outside Philadelphia, PA.

Heidi Roddenberry, G2 of the Roddenberry family

Heidi Bianca Roddenberry (née van Lydegraf) embraces infinite diversity in infinite combinations. With an open mind, heart, and spirit, she works to elevate the human condition, protect the planet, and secure a beautiful future for all people. At the helm of the Roddenberry Foundation, she draws inspiration from Star Trek creator Gene Roddenberry in advancing big, bold ideas that can change the world. An explorer and global citizen, Heidi is a progressive leader in the realm of imagined possibilities, willing to take the risks necessary to realize a more inclusive, just, and collaborative society. With a sense of wonder and eternal optimism that has guided her since childhood, she truly believes that if we can envision a future of hope and light, then we can achieve it together.

Liza Heavener, NEXUS

Liza Heavener is the Chief Operating Officer of NEXUS and has wide-ranging experience working nearly ten years in federal politics, grassroots and campaign strategy and with the United States Congress. Liza was a healthcare lobbyist for a large membership organization, running their national advocacy program to engage hundreds of thousands of advocates across the country. She was also a founding member of an organization dedicated to stopping deforestation in Borneo, Indonesia and assisted in building an orangutan rehabilitation center in the rainforests of Borneo.

She serves on the Board of Coalition for Impact, Eastern Mennonite University and Mercy for Animals. Liza had a feature role in the internationally-acclaimed documentary and tv series, “Rise of the Eco-Warrior”.

Registration

USD 750 for IFG Members
USD 950 for Non-Members

Membership

Annual Membership
$250
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