Insights

Feb
2018

The most recent Consume and Converse event was set to feature a talk by Mark N. Voeller, Ph.D. Mark is an experienced and successful intergenerational financial strategist, who was poised to offer his expertise on family financial planning to this event — intending to focus on how to manage and mitigate family conflicts in order to preserve wealth as it is transferred from one generation to another.

Jun
2017

This Consume & Converse event covered two important topics: Communication Techniques Across the Ages with Dave Gunby In our business, ensuring that communication has taken place is critical. Without it, family fortunes can be gained or lost! George Bernard Shaw said, “The single biggest problem in communication is the illusion that it has taken place.” […]

Feb
2017

At our February Consume & Converse, Dr. Otis Baskin shared his experience on management and governance/decision-making issues in family businesses. Otis has worked with family-owned businesses in the United States and around the world for the past 20 years. Joining Otis was Rory Siefer, owner of Epic Bound, and Greg Vaughn, founder of The Video […]

Oct
2016

This Consume & Converse event discussed Protecting Your Assets – People and Property. Speaker Kevin Mellott* covered three specific security topics: Vetting – Kevin discussed the difference between a background check and a background investigation, including five key points that you must know about valid and reliable investigations before you make your decision on hiring […]

May
2016

At this exclusive event, Phil Cubeta helped us think through the dynamics associated with Philanthropic Planning for Closely Held Business Owners in Transition from Success to Significance. In our facilitated peer to peer conversation we discussed a particular case study we called, “Meet the Rileys” How would you plan for the Rileys, age 70 and […]

Jan
2016

This informative event featured a good friend and trusted resource to TFP, Kristin O. Bulat, as well as former TFP Director, Hector M. Frietze, as we discussed two main topics: Premium Financing of Life Insurance – Strategies and Vocabulary for the High Net Worth and Ultra High Net Worth Client – Kristin lead this discussion […]

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