2024 Fall Conference

Wednesday, September 25 - Friday, September 27, 2024

Click here to download the conference brochure

WEDNESDAY, SEPTEMBER 25, 2024

5:30 p.m. – 7:30 p.m. Opening Cocktail Reception (Dinner on own)

Thursday, September 26, 2024

8:30 a.m. – 9:00 a.m. Registration & Breakfast

9:00 a.m. – 9:15 a.m. Conference Opening Remarks Presented by AFHE President Laura Wartner and Conference Co-Chairs Peter Dougherty and Michael de León Hawthorne

9:15 a.m. - 10:15 a.m. "Wills of the Rich and Famous – Discussion Issues" Presented by Jeremiah W. Doyle, IV, Esq., BNY Mellon Wealth Management

10:15 a.m. - 11:30a.m. "How a Multi-Generational Family Built a Team of Advisors to Grow Their Family Enterprise" Presented by Wayne McFarland, SynTech Family of Companies and Robert Bensman, The Bensman Group

11:30 a.m. - 11:45 a.m. Break

11:45 a.m. - 1:00 p.m. "The PJ Dick Story: Finding their Process in Succession" Presented by Cliff Rowe and Bradley Franc, Houston Harbaugh, P.C.

1:00 p.m. – 2:00 p.m. Luncheon

2:00 p.m. - 3:00 p.m. “Cecil Case - A Lesson for Families Seeking to Overcome the Greatest Threats to Ownership Succession" Presented by David Aughtry, Chamberlain, Hrdlicka, White, Williams & Aughtry and Todd Povlich, MPI

3:00 p.m. - 3:15 p.m. Break

3:15 p.m. - 4:15 p.m. "Wiser Charitable Giving Strategies" Presented by Shannon Coffey, The Signatry

6:00 p.m. – 9:00 p.m. Cocktail Reception and Group Dinner

Friday, September 27, 2024

8:30 a.m. – 9:00 a.m. Breakfast

9:00 a.m. – 9:15 a.m. Conference Opening Remarks Presented by AFHE President Laura Wartner and Conference Co-Chairs Peter Dougherty and Michael de León Hawthorne

9:15 a.m. - 10:15 a.m. "The Three P's of Effective Communication for Family Enterprises" Presented by Lori Coonen, Genacy Group

10:15 a.m. - 11:15 a.m. "Crisis as Catalyst in Family Enterprise: Do We Pull Together or Pull Apart?" Presented by Meredith Wilson Parfet, Ravenyard Group

11:15 a.m. - 11:30 a.m. Break

11:30 a.m. - 12:45 p.m. "Name Your Poison: Sorting Through the Variety of Challenges Arising in a Second Generation Family Owned Wine & Spirits Business" Presented by Ben Restivo, Biagio Cru and Estate Wines and Matthew Donovan, Farrell Fritz

12:45 p.m. – 2:00 p.m. Luncheon

2:00 p.m. - 3:00 p.m. "The Impact of Family Values: How the Integrated Advisor Collaborates to Serve Complex Families in Achieving Their Goals" Presented by David Dankmyer and Luke Jernagan, Matter Family Office

3:00 p.m. – 3:15 p.m. Closing Remarks

3:15 p.m. – 4:30 p.m. Closing Cocktail Reception (Dinner on own)

Saturday, September 28, 2024

10:00 a.m.  Golf Outing on Wigwam's Gold Course (optional)

Golfers to pay on own on day of outing.  Greens fees are $89+ tax and include carts and range access.  Rental clubs are available for $55+ tax per set.