Location

Holland & Knight
701 Brickell Ave,
Miami, FL 33131

DATE

Thursday Dec 5, 2024

2024 Miami AGENDA

Printable Agenda Here

8:00 AM
Sign-in & Breakfast sponsored by HSBC Private Banking

8:30 AM
WELCOME & Introductions

9:00 AM
How to Prepare the Next Generation for Leadership

Elaine King, Founder, Family and Money Matters Institute
Mark Haranzo, Holland & Knight, Moderator

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

Kathryn von Matthiessen, Katten Muchin Rosenman
Christopher Boyett, Holland & Knight
Carly Doshi, Head of Wealth Planning HSBC Private Banking, Moderator

10:50 AM
BREAK

11:20 AM
Does Avoidance of Difficult Conversation Prevent Good Governance? — Lessons Learned

Christina R. Wing, Senior Lecturer, Harvard Business School

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

1:40 PM
How to Foster Personal Authority in the Next Generation: A Supplement to Structural & Legal Power

Guillermo Salazar, Exaudi Family Business Consulting
Giulia Cipollini, Esq., Withersworldwide, Moderator

2:30 PM
BREAK

2:50 PM
How to Identify and Train the Next Generation of Family Leaders

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

3:50 PM
Keynote sponsored by Maisto e Associati
How to Sell Your Family Company — Lessons Learned

Aakash Shah, G2 of founding family, Vivify Specialty Ingredients, and Board Member
Drew Mason, Jade Capital Management, Moderator

4:50 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).

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 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

Francesca 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.

Elizabeth Bagger, Avanti FBA

Elizabeth is a passionate supporter and advocate for family owned businesses. She is the founder of Avanti Family Business Advisory, a boutique advisory firm that helps families strengthen their family dynamics, family governance and next generation engagement. Before starting Avanti FBA in 2021, Elizabeth was the Director General of the Insitute for Family Business, a UK based membership organisation that lobbies Government on behalf of the family business sector and brings together family businesses for the purpose of learning and networking. Prior thereto, she worked in corporate governance and in her own family business where she now serves as a non executive director. Elizabeth holds a certificate in family business advising from FFI and is a certified facilitator. She divides her between the US and Mexico and works globally.

Elaine King, Founder, Family and Money Matters Institute

Elaine is the founder of Family and Money Matters, with the mission of empowering the family’s financial and human capital to achieve financial well-being. She has served as family financial planner for over 1,200 families and 100 multi-generational family enterprises crafting actionable family financial plans. Elaine is a financial education advocate, with over 19,000 students online, creator of the first family financial program in LATAM, and winner of the Best Latin book award. She was recognized in 2023 as Investopedia's Top 10 Financial Advisor and in 2017 as People Magazine’s Top 25 Influential Hispanic Women. Elaine is a Forbes Advisor Board Member and has been featured in the WSJ, CNN, Telemundo, Univision and is a columnist for financial journals in the US and LATAM.

Mark Haranzo, Holland & Knight

Mark 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.

Kathryn von Matthiessen, Katten Muchin Rosenman

Kathryn's international private client experience is particularly broad. For clients coming to the United States she provides pre-residency planning. For foreign families with US members, she uses a number of tools to facilitate tax-efficient wealth transfers to US family members while minimizing US gift and estate tax liability for foreign settlors. Kathryn also advises clients leaving the United States on outbound planning matters. For international clients everywhere, she helps to structure global succession plans and assists them in selecting appropriate jurisdictions. Kathryn advises fiduciaries including trust companies on administering complex estates and trusts. She also has a broad background in business succession planning through the use of trusts, private trust companies, buy-sell agreements and shareholder agreements.

Christopher Boyett, Holland & Knight

Christopher co-chairs Holland & Knight's National Private Wealth practice. He advises domestic and international wealthy families throughout Florida on sophisticated estate planning strategies and options and counsels family businesses on succession planning and tax planning. Additionally, he advises both institutional and individual clients on estate and trust administration issues.

Carly Doshi, Head of Wealth Planning HSBC Private Banking

Carly is the Head of Wealth Planning & International Connectivity with HSBC, based in New York City. She leads a team of subject matter experts, including former practicing lawyers and accountants, who provide wealth planning and thought leadership on a wide array of planning topics, including multi-generational wealth transfer, business succession, philanthropy, family office structuring, and family governance strategies. Carly is frequently called upon to speak and publish on wealth planning, philanthropy, family office advisory, and family governance matters. She has been quoted in the Financial Times, Bloomberg, Barron's, Euromoney, the South China Morning Post, Business Insider, and other financial news publications, and has spoken at numerous national and international conferences.

Christina R. Wing, Senior Lecturer, Harvard Business School

Christina is a Senior Lecturer in the Technology and Operations Management Unit at the Harvard Business School. Her research focuses primarily on topics surrounding families in business, and the course she created, titled Demystifying the Family Enterprise, covers family dynamics, operating companies, family offices and legacy opportunities. Christina frequently teaches in the HBS/Young Presidents’ Organization programs internationally. She is also the founder of Wingspan Legacy Partners, an advisory firm helping enterprising families and founders navigate the intersections between family dynamics, business operations, wealth, legacy, and philanthropic impact. She believes families have an outsized opportunity to affect society, and with the right guidance, they can be global leaders.

Guillermo Salazar, Exaudi Family Business Consulting

Guillermo is the founder of Exaudi Family Business Consulting and a senior advisor and associate partner at Cambridge Family Enterprise Group. He is a lecturer, educator, author, and expert on family governance, strategic succession planning, generational transition, and conflict resolution. Guillermo is the recipient of the 2015 FFI International Achievement Award and in 2023 he was inducted in The Hall of Fame of Family Business.

Giulia Cipollini, Esq., Withersworldwide

Giulia is the head of the Italian Tax and Wealth Planning Team of Withers. She provides tax and wealth planning advice 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 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 a member of the Philanthropy Advisors SIG Steering Committee.

Wendy Sage-Hayward, MA, FEA, former G5 of Tilney Farms and G1 of Sage Hayward Vineyards

Wendy was a G5 member of a US family firm over 135 years old, and a former director on its board of directors for over 20 years. The business had about 50 cousin partners from G3 through G6. Currently Wendy owns and operates a business with her family in the Southern Gulf Islands called Sage Hayward Vineyards. This background in family business motivated Wendy to dedicate her career to the needs of family enterprises.

Alicia Gerrits, G4, Grupo de Sola, El Salvador

Alicia was one of the few members of her family who didn’t want to work in their 125-year-old family business. Determined to forge her own path, she went to business school and set out to create her own opportunities … until the day the family asked her to organize a family reunion. The budget she was given was plenty, and to the disappointment of many, she challenged the plan and downsized the event. Impressed by her loyalty, principles, and fiduciary approach, the family engaged her as a trusted advisor to conserve the family legacy. Since then, Alicia has confronted and mastered the special challenges of family-owned businesses. As liaison between the family and the CEO and management, Alicia ensures that family members are engaged and listened-to while empowering those operating the businesses to go about their work without undue interference.

Jason Ingle, G5 of 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.

Aakash Shah, G2 of founding family, Vivify Specialty Ingredients, and Board Member

Aakash is a Northwestern (McCormick School of Engineering ’99) and Kellogg alumni (TMP ’07) and former CEO (19 years) of his family’s specialty chemicals business (Aakash Chemicals & Dye-Stuffs, Inc.). During his tenure, Aakash turned around the family business from a low point of $3 million in annual revenue to over $100 million in revenue by expanding to new end markets and introducing new products and innovations. He exited the company as CEO in 2021, but remains on the board of the company, now rebranded as Vivify Specialty Ingredients. After the exit, Aakash started his own single family office. He remains active in his search to acquire and invest in businesses and also gives his time to business schools via educational guest appearances and individual mentorship.

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, he 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.

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