afhe’s mission is to be the leading resource for the on-going advancement, collaboration and education of practicing attorneys and other professionals who provide intra-disciplinary counsel to family-held enterprises.

The Leading Source of Intra-Disciplinary Counsel

"The afhe annual conference consistently provides the most relevant, quality programs of any event I've been to. I'd attend even if there was no CLE credit offered." --|-- "Programing was wonderful. Disappointed a few years ago about programing has really been upgraded. Will attend more often." --|-- "The meeting gets to the issues that are at the heart of good service to the family enterprises we serve." --|-- "The only way to understand value of a afhe conference is to attend and then look back a year later and see how it has changed your awareness and your professional engagements." --|-- "afhe continues to provide excellent educational and networking opportunities." --|-- "afhe continues to be my favorite conference and professional networking event." --|-- "Best content ever, great speakers" --|-- "Maybe the best afhe conference so far. Very substantive all the way across." --|-- "afhe has a unique conference focusing on great family business ideas." --|-- "Every year afhe conferences get better and better. I highly recommend attending afhe's conference if you have an interest in a collaborative, multidisciplinary approach relating to family enterprises." --|-- "This year's afhe conference was outstanding again. The depth of experience and practical steps learned from afhe's conference is unmatched. The true sense of openly sharing, collaboration and welcoming atmosphere is better than so many other conferences."


DOL LEVELS PLAYING FIELD FOR ADVISORS; NEW FIDUCIARY DUTY IMPOSED ON BROKERS

On Wednesday, April 6, the Department of Labor released the final version of its highly anticipated “fiduciary rule.” The final rule is the culmination of six years of study, commentary and revisions after the rule was initially proposed in October of 2010 (later withdrawn) and released again on April 20, 2015. The essence of the rule—to subject more advisers of employee benefit plan participants to the fiduciary standards of ERISA—remains unchanged from the 2015 proposal, but the Department of Labor made several key concessions to ease the burden on advisers.

More information is located HERE (PDF)

 


 

afhe 2017 Annual Conference & Membership Meeting

April 26-28, 2017

2017 Annual Meeting

Trump National Doral
4400 NW 87th Avenue, Miami, FL 33178

The golf venue will be the Blue Monster at Trump National Doral on Saturday, April 29, 2017

More information is located HERE

 

 


 

RENEW YOUR MEMBERSHIP OR BECOME A MEMBER IN 2017 TODAY!

Renew Your Membership by Clicking Here.

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