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  • FALL CONFERENCE SESSION 4: The Green Mountain Coffee Family Story - How a Family Enterprise Looks at Risk Management

FALL CONFERENCE SESSION 4: The Green Mountain Coffee Family Story - How a Family Enterprise Looks at Risk Management

  • Thursday, October 22, 2020
  • 3:00 PM - 4:30 PM
  • Zoom (Details provided the day prior to the program)

Registration


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Steve Magowan is the founding CEO of Sunrise Management Services, LLC, a single-family office which he established on behalf of clients in Burlington, Vermont in 2011 and then relocated to West Palm Beach, Florida in 2018. In his role as CEO, Steve oversees a team that engages in direct investing, investment oversight, bill paying and reconciliation and charitable planning. Steve serves on the board of directors or in a board observer role for four of the family’s major portfolio companies. Prior to this role as CEO, Steve, an attorney, was a partner in Steiker, Fischer, Edwards & Greenapple, P.C. and SES Advisors, Inc., where his particular expertise focused on estate planning and on creating employee-owned companies through the establishment and maintenance of employee stock ownership plans (ESOPs) and prior to that he was a partner with Gravel & Shea in Burlington. Steve was elected as a Fellow of the American College of Trust and Estate Counsel in 2011 and is the author of the first edition of the Tax Management Portfolio on Probate and Estate Administration and of numerous articles relating to tax, wealth and business planning. He resides in Palm Beach Gardens, FL with his wife, Emily. Emily and he are active with the United Way of the Town of Palm Beach and other charitable organizations.


REGISTRATION FEES:

AFHE Members:  $60 per webinar session

Non-Members:  $80 per webinar session


CONTINUING LEGAL EDUCATION CREDITS:

The course is pending approval for CLE credits in Georgia, Illinois and Ohio.





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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