AFHE 2016 Annual Conference

Our Director of Business Development, Dave Riebe, looks forward to meeting with you at the AFHE 2016 Annual Conference, being held April 19-21, 2016 in Washington, DC. Topics include but are not limited to: Reframing Family Enterprise Engagements: Evolving a Sustainable Business Consultative Approach to Families & their Enterprises, Trust Wise—Making Trusts Work for Family Enterprises, Engaging Ownership: More Effective Governance for Successor Owners, The Next Stage of the Family Business: The Family Office, The Business of Collaboration, Understanding Fiduciary Standards for Investment Advisors, The Conflict Equation: A Methodology for Managing Conflict in Family Enterprises, and Corporate Study/Selling the Family Enterprise.

If you are unable to attend the conference and wish to speak with us about planning for your clients, please feel free to contact us directly at 302.658.7214 or businessdevelopment@commonwealth-trust.com. If calling by phone, you can ask for David R. Riebe, Director of Business Development, or Kristen M. Powers, Business Development Manager.

Commonwealth Trust Company is pleased to provide this article as a guide. Commonwealth Trust Company is not engaged in the practice of law and is not providing legal advice by the provision of these materials. Commonwealth Trust Company recommends that clients seek the opinion of their attorney regarding the specific legal and tax issues addressed in this article.