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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of six years of study, commentary and revisions after the rule was initially proposed in October of 2010 (later withdrawn) and released again on April 20, 2015.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)

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Sponsor Profiles and Family Business Resources

 


OPG

Family Business Consultants

Continuity's family business consultants work with enterprising families to develop comprehensive strategies enabling families to thrive together as owners, managers and family members through succeeding generations. We serve clients throughout the United States and abroad. Our clients include family businesses, boards of directors of family firms, family councils, and families of wealth. We also work with private equity firms and other professionals serving family businesses. Continuity's approach to family business consulting is collaborative and we always seek to work together with existing advisors.

http://www.continuityfbc.com/



genspring

GENSPRING FAMILY OFFICES

Founded in 1989, GenSpring Family Offices, an affiliate of SunTrust Banks, Inc. (NYSE:STI), is a leading wealth management firm for ultra-high net worth families. Once limited to a few of the world’s wealthiest families, the benefits of the family office are rapidly becoming known to a wider circle of ultra-high net worth clients. GenSpring was named 2012 Best Overall Multi-Family Office by Private Asset Management magazine, ranked as one of the top three Fee-Only Advisors in America on Forbes’ 2013 list of RIA Giants and for four consecutive years has been ranked as one of the top 20 family offices in the world by Bloomberg (2011, 2012, 2013, 2014).

http://www.GenSpring.com


merrilllynch

MERRILL LYNCH WEALTH MANAGEMENT

Merrill Lynch Wealth Management provides clients a personalized financial review and hands-on advice and guidance through a network of approximately 15,000 Financial Advisors throughout the world. Clients with a personal wealth profile of at least $250,000 of investable assets can meet with a highly trained Merrill Lynch Financial Advisor who is committed to understanding their needs and supported by the broad resources ofMerrill Lynch. Merrill Lynch Wealth Management makes available productsand services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated(MLPF&S) and other subsidiaries of Bank of America Corporation.

http://www.wealthmanagement.ml.com


 


 

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afhe Headquarters

2800 W. Higgins Rd. Suite 440
Hoffman Estates, IL 60169

877.408.5357  Toll Free
847.885. 8393  Fax