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 our About IFG page for more information.

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

December 4, 2024

IFG Pre-Conference Workshop (Miami): Does a Family Businesses need an Ownership Strategy to Supplement its Business Strategy?—Case Studies

Elizabeth Bagger

December 5, 2024

IFG Annual conference (Miami): Family Governance: Empowering Beneficiaries through Inter-Generational Planning

Elaine King, Founder, Family and Money Matters Institute
Mark Haranzo, Holland & Knight (moderator)
Kathryn von Matthiessen, Katten Muchin Rosenman LLP
Christopher Boyett, Holland & Knight
Carly Doshi,  Head of Wealth Planning HSBC Private Banking (moderator)
Christina R. Wing, Senior Lecturer, Harvard Business School
Guillermo Salazar, Exaudi Family Business Consulting
Giulia Cipollini, Esq., Withersworldwide (moderator)
Wendy Sage-Hayward, MA, FEA, former G5 of Tilney Farms and G1 of Sage Hayward Vineyards
Alicia Gerrits, G4, Grupo de Sola El Salvador
Jason Ingle, G5 of Ford family (moderator)
Aakash Shah, G2 of founding family, Vivify Specialty Ingredients, and Board Member
Drew Mason, Jade Capital Management (moderator)

May 12, 2025

IFG Pre-Conference Workshop (NYC): How to Define and Use Personal Values as a Source for Excellence

Dennis Jaffe, Phd, BanyanGlobal

May 13, 2025

IFG Annual conference (NYC): Family Governance: Empowering Beneficiaries through Inter-Generational Planning

Dennis Jaffe, Phd, BanyanGlobal
Gabriella Orengo Lyons, Esq., Norton Rose Fulbright (moderator)
Sarah Constantine, Esq., Arnold & Porter, private clients partner
Mark S. Kingsley, Esq., Arnold & Porter, corporate partner
Dr. Matt Allen, John L. Ward Clinical Professor of Family Enterprises & Executive Director of the Ward Center
Babetta von Albertini, Esq., IFG Chair & General Counsel, ATM Capital Partners, moderator
David York, Esq., ACTEC Fellow, YorkHowell
Laird Koldyke, G5 and former Chair of Laird Norton & Founder of Winona Capital
Gaia Marchisio, PhD, Columbia Business School Global Family Enterprise Program (moderator)
Annie Seelaus, G2 & CEO of R. Seelaus & Co.
Drew Mason, IFG Advisory Board Chair (moderator)

September 18, 2024

IFG & STEP joint Afternoon Presentation & Cocktail Reception (NYC): Do you need an Ownership Strategy in addition to a Business Strategy? — Blommer Chocolate Case Study

Michael McGrann, founder, Telos Group
Sarah Constantine, Arnold & Porter, moderator

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August 19, 2024

IFG Europe Afternoon Presentation & Cocktail Reception (Zürich): Best Practices for Alignment of Family Owners, Board of Directors & Top Management—Living Case Studies

Prof. Martin Hilb, International Center for Corporate Governance
Dr. Sonja Kissling, Family Business Matters

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May 14, 2024

IFG Annual conference (NYC): Family Governance: Empowering Beneficiaries through Inter-Generational Planning

Amy Wirtz, Esq., The Family Business Consulting Group
Mark Haranzo, Holland & Knight, ACTEC Fellow (moderator)
Francisca Nacht, G3 & Co-Chair of the Board, Mills, Brazil
Babetta von Albertini, IFG Chair & General Counsel, ATM Capital Partners (moderator)
Doug Macauley, Cambridge Associates
Giulia Cipollini, Esq., Withersworldwide (moderator)
Kirby Rosplock, PhD, G4 of the Babcock Ranch founding family & Founder Tamarind Learning
Mark Haranzo, Holland & Knight, ACTEC Fellow (moderator)
Torri Hawley, G7 of The Vollrath Company
Michele Mikeska Jaffe, Family Enterprise + Wealth Psychologist (moderator)
Oscar Paez, G2 Concentrados el Galpon & Board Member FBN USA
Ryan Harding, Esq., IFO Group, LLC
Betty Andrikopoulos, Willow Street Group (moderator)
Anantshree Chaturvedi, G2 of UFlex and CEO of Flex Films (USA) 
Peter Englisch, PWC, Global Family Business (moderator)

May 13, 2024

IFG Pre-Conference Workshop (NYC): When Ownership is Held Within Generational Legacy Trusts: Best Practices for Supporting Multiple Generations of Family Business Owners, Leaders, and Governance Systems

Amy Wirtz, The Family Business Consulting Group

March 14, 2024

IFG Workshop (NYC): How to use Family Direct Investments as a Tool to Train the Next Generation and to Reinforce Family Purpose, Mission & Cohesion

Paul Carbone, Laird Koldyke, and Francois de Visscher

December 7, 2023

IFG Annual conference (Miami): Family Governance: Empowering Beneficiaries through Inter-Generational Planning

Tom Rogerson, President and CEO GenLeg
Giulia Cipollini, Withersworldwide
Paul J. D’Alessandro, Jr., Bilzin Sumberg
Mark Haranzo, Holland & Knight (moderator)
Dennis Jaffe, BanyanGlobal
Claudia Binz Astrachan, Generation6
Kirby Rosplock, G4 of the Babcock Ranch founding family
Marianna Andrade, G4 of Grupo Algar, Brazil
Jason Ingle, G5 of the Ford family
Heidi Roddenberry, G2 of the Roddenberry family
Liza Heavener, NEXUS

December 6, 2023

IFG Pre-Conference Workshop (Miami): How can you create a “legacy culture” in your family, and how can your family office maintain that culture for generations to come?

Tom Rogerson, GenLeg

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October 17, 2023

IFG Europe Annual conference (Milan): Family Governance: Empowering Beneficiaries through Inter-Generational Planning

Peter Leach, Peter Leach Associates
Dr. Mario König, Marxer & Partner Attorneys at Law
Dr. Sonja Kissling, Family Business Matters
Edward Reed, Macfarlanes
Prof. Guglielmo Maisto, Advisory Board (moderator)
Matthew Fleming, G5 of the Fleming family
Katrina Robinson, Teton Trust Company
Anna Steward, Sequent
Stephen Woodward, Barrister, Three Stone
Mark Summers, Advisory Board (moderator)
Giacomo Sella, Family board member & Vice-Chair, Sella Group
Emanuela Musci, Co-Founder, S&O Multi Family Office
Josip Kotlar, Politecnico di Milano (moderator)
Guillaume Desforges, G7 of the Valentino/Hugo Boss family
Alessandro Bavila, Maisto e Associati (moderator)

October 16, 2023

IFG Europe 2023 Pre-conference Workshop (Milan): What Do You Do When Your Majority Owner Is Your Grandfather’s Charitable Foundation?

Dr. Sonja Kissling, Family Business Matters

August 1, 2023

IFG Workshop (NYC): How to Be a Trusted Advisor for the Entire Family over Multiple Generations: A Case Study

James E. “Jay” Hughes

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May 9, 2023

IFG Annual conference (NYC): Family Governance: Empowering Beneficiaries through Inter-Generational Planning

Dennis Jaffe, BanyanGlobal
David York, York Howell, ACTEC Fellow
Langdon Evans, G6 of Laird Norton family
Babetta von Albertini, IFG Chair & General Counsel, ATM Capital Partners (moderator)
Andrew G. Pitcairn, G4 of Pitcairn
Johan van Niekerk, Stonehage Fleming
Marina Cristiani, Esq., JTC Group
Mark Haranzo, Holland & Knight, ACTEC Fellow (moderator)
Yacine Diallo, Charles Russell Speechlys
Amy O’Keefe, Nixon Peabody
Mark Summers, Charles Russell Speechlys (moderator)
Chip Fisher, G2 of the Avery Fisher family
Katie Darnall, G4 of the Pictsweet Company family
Kiki Tauck Mahar, G3 of the Tauck family
Edouard Thijssen, G5 of Aliaxis Group (moderator)
C. Mead Welles, Founder of ALTSO and CEO Octagon Asset Mgmt.

May 8, 2023

IFG Pre-conference Workshop (NYC): Where Purpose Meets Planning: Practical Tools to Understand Your Purpose and Design Your Path

David York, York Howell, ACTEC Fellow
Gretchen Figge, COREnology

December 1, 2022

IFG Annual conference (Miami): Family Governance: Empowering Beneficiaries through Inter-Generational Planning

Guillermo Salazar, Exaudi Family Business Consulting
Panel of Family Speakers
Bruno Carvajal, G5 the Carvajal family (Moderator)
Peter Leach, Peter Leach Associates
David Warren, Bridgeford Trust Company
Betty Andrikopoulos, Crestbridge Fiduciary
Jennifer Wioncek, Bilzin Sumberg Baena Price & Axelrod LLP, ACTEC Fellow (Moderator)
Fredda Herz Brown, PhD, Founder and Senior Consultant Relative Solutions

November 30, 2022

IFG Pre-Conference Workshop (Miami): Preparing the Next Generation: How to Train the Future Leadership

Guillermo Salazar, Exaudi Family Business Consulting

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October 17, 2022

IFG Workshop (NYC): Case Study: How to use FQ, Your Family Intelligence Quotient, to Strengthen Resilience and Long-Term Sustainability

Fredda Herz Brown, Relative Solutions

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June 22, 2022

IFG workshop: Governance for Family Business Owners

Stephen Salley, BanyanGlobal

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June 7, 2022

IFG Annual conference (Zurich): Family Governance: Empowering Beneficiaries through Inter-Generational Planning

Peter Leach, Peter Leach Associates
Basil Zirinis, Sullivan & Cromwell
Farida El Agamy, Tharawat
Manuel Liatowitsch, Ringier (Moderator)
Dr. Babetta von Albertini, Chair, Institute for Family Governance
Dr. Gunter Mühlhaus, Heuking Kühn Lüer Wojtek
Alessandro Bavila, Maisto e Associati
Dr. Kinga M. Weiss, Walder Wyss (Moderator)
Prof. Thomas Zellweger, University of St. Gallen
Gisela Lowenstein, G3 of the Lowenstein family & Family Business Coach
Christopher Oughtred, G5 of William Jackson Food Group
Dr. Maja Baumann, G4 of the Vontobel Family (Moderator)
Matthew Fleming, G5 of the Fleming Family

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June 6, 2022

IFG Pre-conference Workshop (Zurich): How to Successfully Adapt Governance over Six Generations: A Case Study

Peter Leach, Peter Leach Associates
Christopher Oughtred, G5 of William Jackson Food Group Ltd.

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May 10, 2022

IFG Annual conference (NYC): Family Governance: Empowering Beneficiaries through Inter-Generational Planning

Josh Baron, BanyanGlobal
Sarah Constantine, Esq., Arnold and Porter (Moderator)
Daniel G. Berick, Esq., Americas Chair, Corporate, Squire Patton Boggs
Christine Chang, Principal, Avire Finance USA
Dr. Babetta von Albertini, IFG Chair & General Counsel, ATM Capital Partners (Moderator)
Brendan Wall, CEO and family board member of Wall Family Enterprise
Matthew Fleming, G5 of the Fleming family
Michael J. Gillespie, Esq., Debevoise & Plimpton
Ivan Lansberg, Lansberg Gersick & Associates
Joya Sonnenfeldt, G2 of the Sonnenfeldt and G3 of the Goldman family
Bruno Carvajal, G5 of the Carvajal family
Jason Ingle, G5 of the Ford family (Moderator)
Halsey Herreshoff, G3 of the Herreshoff family

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May 9, 2022

IFG Pre-conference Workshop (NYC): Finding the Goldilocks Zone: Managing Conflict in a Family Enterprise

Josh Baron, BanyanGlobal

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December 1, 2021

IFG Annual conference (Miami): Family Governance: Empowering Beneficiaries through Inter-Generational Planning

Vlad Barbieri, BanyanGlobal
Santiago Ulloa, WE Family Offices
Juan Gabriel Reyes, Pérez Bustamante & Ponce
Jennifer Wioncek, Bilzin Sumberg Baena Price & Axelrod LLP, ACTEC Fellow (Moderator)
Dr. Babetta von Albertini, IFG Chair & General Counsel, ATM Capital Partners
Clarissa Oliveira, Chinaglia Oliveira Advogados
Pedro Serrano Espelta
George Perlman, George D. Perlman, P.A.
Juan C. Antúnez, Stokes McMillan Antúnez Martinez-Lejarza P.A.
Rob Rathmell, Kobre & Kim (Moderator)
David R. York, York Howell, ACTEC Fellow
Gisela Lowenstein, G3 of the Lowenstein family & Family Business Coach
Cecilia Brandileone, G4 of a Brazilian industrial family
Maria Pia Leon, Forbes Family Trust (Moderator)
Dennis Jaffe, BanyanGlobal
Bruno Carvajal, G5 of the Carvajal Family Council

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November 30, 2021

IFG Pre-Conference Workshop (Miami): How to Build a 100 Year Family Enterprise

Dennis Jaffe, BanyanGlobal

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Article: 8 Insights practical WP
Presentation: Dennis Jaffe Pre-Conference Workshop Miami 2021

April 29, 2021

IFG Webinar: the family's entrepreneurial spirit over 400 years: How to truly empower the next generation

Nan-b de Gaspé Beaubien (interviewed by Peter Leach), co-founder of the Business Family Foundation (BFF), co-founder of the de Gaspé Beaubien Family Foundation and former owner of Telemedia (Canada)

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March 18, 2021

IFG Webinar: Leadership, values, and strong governance: how to create and maintain a charitable institution that has been relevant and beloved for more than 150 years

Steve Salzinger, former Trustee of the Metropolitan Museum of Art and the NYC Technology Development

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January 28, 2021

IFG Webinar: What Comes After the Sale of the Operating Business? Leadership and the Importance of Purpose: What We Did Wrong and Lessons Learned

Matthew Fleming, G5 of the Fleming Family

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December 2, 2020

IFG Webinar: The Rising Generation's Perspective: How to Effectively Engage and Partner

Francesca Boschini, Deutsche Bank
Veronica Yepez Reyna, Perpetum
Cecilia Brandileone, G4 of a Brazilian industrial family

If you have questions, please contact conference@ifgworldwide.org

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December 1, 2020

IFG Webinar: Creative Role of the Next Generation

Dennis Jaffe, Wise Counsel Research

If you have questions, please contact conference@ifgworldwide.org

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March 24, 2020 — Cancelled

IFG Breakfast Workshop: Will Your Wealth Unify or Destroy Your Family?—What Can You and Your Trusted Advisors Do to Increase the Odds for Success?

Amy Castoro, The Williams Group

February 27, 2020

IFG Breakfast Workshop: Sustainable and Impact Investing's Greatest Challenge: How to Measure, Verify and Validate Results—Lessons and Insights from Leading Investors and Thought Leaders

Daniel Roarty, AllianceBernstein LP
Michele Demers, Boundless Impact Investing

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January 23, 2020

IFG Annual Conference: Family Governance: Empowering Beneficiaries through Inter-Generational Planning

Dennis Jaffe, PhD, Wise Counsel Research
Jason Ingle, G5 of the Ford family
David R. York, York Howell, ACTEC Fellow (Moderator)
Diana Hamadé, Managing Partner, Diana Hamadé Attorneys at Law, In Association with EKP, Dubai
Dr. Babetta von Albertini, IFG Chair & General Counsel, ATM Capital Partners (Moderator)
Gregory G. Greenleaf, The Family Business Consulting Group (FBCG)
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)
Carol A. Hannigan, Moreland Wealth Services Corporation
Whitaker B. Irvin Jr., G5 of the Irvin family

January 22, 2020

IFG pre-conference Workshop (NYC): The Leader in Late Adulthood: Finding Value for the Enterprise and Meaning for the Self

Kelin Gersick, Lansberg, Gersick & Associates

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November 19, 2019

IFG Annual conference (Zurich): Family Governance: Empowering Beneficiaries through Inter-Generational Planning

Dennis Jaffe, Wise Counsel Research
Prof. Dr. Dominique Jakob, University of Zurich, Full Professor of Private Law, Director of the Center for Foundation Law, Independent Advisor
Dr. Babetta von Albertini, IFG Chair & General Counsel, ATM Capital Partners
Nicolas Hollanders, Lansberg Gersick & Associates
Dr. Manuel Liatowitsch, Schellenberg Wittmer
Dr. Natalie Peter, Blum & Grob
Dr. Maja Baumann, 4th Generation of the Vontobel Family and Member of the Board of Directors of Vontobel Holding AG and Bank Vontobel

November 18, 2019

IFG pre-conference Workshop (Zurich): Tools for Positive Change in Family Business Systems: Lessons Learned from 100-Year Business Families

Dennis Jaffe, Wise Counsel Research

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October 22, 2019

Breakfast Workshop: Raised in "The Land of Giants": Listen to the Voices of the Next Generation

Dr. Jamie Weiner, Inheriting Wisdom

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July 16, 2019

Breakfast Workshop: Practices for the Sustainability and Resilience of Family Enterprises

Fredda Herz Brown, Relative Solutions

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June 12, 2019 — SOLD OUT

Afternoon Presentation: Geopolitical Risk and Keeping Together a Thousand-Year Family

Carlos de Habsburgo, His Imperial and Royal Highness Archduke Carl von Habsburg-Lothringen

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May 2, 2019 — SOLD OUT

Breakfast Workshop: Creating a Sustainable, Multi-Generation Family Office

Carol Hannigan, Moreland Wealth Services Corporation

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March 14, 2019

Breakfast workshop: sophisticated Agreements Among Family Business Owners: A Process Approach to Negotiations Among Unequals

Stephen Salley, BanyanGlobal

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January 23, 2019

IFG Annual Conference: Family Governance: Empowering Beneficiaries through Inter-Generational Planning

Dennis Jaffe, PhD, Wise Counsel Research
Edward Vergara, Arnold & Porter (Moderator)
John W. Ambrecht, Ambrecht & McDermott, ACTEC Fellow
Michael D. Whitty, Freeborn & Peters LLP, ACTEC Fellow
David R. York, York Howell, ACTEC Fellow
Babetta von Albertini, PhD, IFG Chair & General Counsel, ATM Capital Partners (Moderator)
Daniel F. Lindley, Northern Trust, ACTEC Fellow
Laurent Roux, Willow Street Group
Holly Harben Swan, US Trust
Andrew Keyt, President of FBN North America
Carolyn A. Reers, Norton Rose Fulbright, ACTEC Fellow (Moderator)
Mitzi Perdue, Chair of Perdue Family Education Committee (Moderator)
Scott Mitchell, Mitchell Stores
Jamie Forbes, CAP, Forbes Legacy Advisors
Drew Mason, Jade Capital Management (Moderator)
Donnel Baird, BlocPower
Erin Harkless, Cambridge Associates
Justin Kamine, Co-Founder KDC AG
Doug Box, Box Family Advisors

January 23, 2019

Pre-Conference Workshop: how to decide whether to Hire Family Members or Professional Managers

Deidre Koppelman, PEAR Core Solutions

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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. Babetta served as elected U.S. representative on the STEP Global Council for three years (the Society of Trust and Estate Practitioners), and as Vice-Chair of STEP New York for three years. 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

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.

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 | 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.