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AFHE runs two conferences a year.  Our Annual Conference is typically held in the Spring and the Mid-Year Conference which is typically held in the fall. 

Past conference materials are available to all AFHE members in the member resources.  

Upcoming events

    • 14 Jul 2020
    • 1:00 PM - 2:00 PM (UTC-07:00)
    • Zoom Webinar (Details to Be Sent Day of Program)

    We are facing all of the stresses and strains we had before. On top of those, we have a whole new landscape to try to figure out. Don’s presentation and conversation will focus on a list of challenges most pressing for his current clients, as well as anything you’d like to talk about.

    Program Objectives:

    1. To enable the audience to serve more effectively given COVID.
    2. To have a greater impact on clients.
    3. To grow their businesses in uncertain times.
    4. To acquire new or improved skills in areas including listening, discovering, and delivering legal advice and counsel. All critical in advising clients as they reconsider, restructure, and sort through legal and other matters of their estate and tax planning.


    Don Scott has been an advisor and coach to professionals, executives, business owners, and high-net-worth families for over 35 years. A former Arthur Andersen partner, Office Managing Director for a wealth management firm, a CEO, CFO, and COO. Don has helped a multitude of individuals and businesses define their next success, and then create it.

    More than just a deep financial background, Don has a Master’s Degree in Spiritual Psychology from the University of Santa Monica. He is a coach, with a robust and unique background. Don helps clients rediscover their own worlds, through a new lens. The external, the internal, and the powerful connection between the two. His process guides you to discovery. To define your next success, on your terms. And, then create it!


    There is no charge to participate in this webinar, but pre-registration is required.

    • 23 Jul 2020
    • 6:00 PM - 7:00 PM (UTC-07:00)
    • Zoom Meeting (Details to Be Sent Day of Program)

    California remains America's favorite domestic growing region for world class wines- a well deserved spot at the top of the heap due to decades of hard work by intrepid and enterprising winemakers and growers. It boasts a wide variety of climates and geographies, enabling it to produce wines of many different varietals and styles. Its popularity has seen an increase in market value, with the average bottle of California red now fetching more than $15!

    Washington State's wine industry is a bit younger than California's, and yet has already staked a claim to some of the finest domestically-produced varietal wines in America. Many experts would argue that Washington State is now the leading producer of domestic Syrah, and makes a unique style of Merlot and Cabernet that is beginning to rival California in quality (if not always dollar). Washington's winegrowing regions are a bit larger and more climatically monolithic than California's- but they offer a perfect mixture of low precipitation, nutrient-poor but well-drained soils, and more sunlight-hours per year than anywhere in California.

    As a wine merchant, it was the hunt for value that made Wes Cowie a Washington State True Believer. He has found that selling Washington wines requires a bit of evangelizing- as most customers' first thought remains (understandably) California. Hence a comparative tasting!

    You are invited you to join Peter Dougherty and Wes CowieI for a delicious exploration of American wine growing on the west coast!  We will taste 4 different wines, 2 Chardonnays (1 from California and 1 from Washington), and 2 Cabernets (1 from California and 1 from Washington).  By using the grape varietals as a control factor, we can more clearly examine the differences in style offered by these two very different regions.


    • Substance Chardonnay, Columbia Valley, Washington State
    • Landmark Chardonnay, Sonoma County, California


    • Columbia Crest H3 Cabernet, Columbia Valley, Washington State
    • Decoy Cabernet, Sonoma County, California


    Wes Cowie is the owner of Colonial Beverage in Chesterland Ohio. After working at a number of wine shops in Washington DC, Wes returned home to Northeast Ohio in 2009 and began writing wine lists and buying wine inventory for a boutique winebar/ restaurant in Hudson, Ohio.  Following this he had a three-year stint at a large Ohio Wine Distributor.

    In Feb 2016, Wes and his father completed the purchase of Colonial Wine- we will be celebrating 5 years of business in February 2021.

    Over 16 years of experience has helped Wes develop what has become a vast and varied base of knowledge and tasting experience. Before the pandemic struck, he sat for the first round of the Sommelier exams in February 2020 and was recognized as the top scorer in the class.

    Wes is passionate about democratizing wine enjoyment. Wine is fundamentally something to be shared and enjoyed in a convivial atmosphere.


    There is no charge to participate in this webinar, but pre-registration is required.





Attorneys for Family-Held Enterprises

AFHE Headquarters

P.O. Box 518 
Mount Laurel, NJ, 08054
Phone: 201-591-AFHE (2343)
Fax: 856-727-9504

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