2021 FOX Private Trust Company Workshop

Online registration for this event is now closed. Please contact events@familyoffice.com if you have any questions or would like to inquire about registering for the Workshop.

The Private Trust Company (PTC) has passed the test of time as a robust structure for achieving the multi-generational goals of wealth preservation, stewardship, and long-term family governance. This program is essential for families and executives with an established  PTC that want to better operate their unique PTC structure. We will bring together PTC Executives, family members and experts to share their experience and insight about the PTC’s special role in the family enterprise.
 

Workshop at a Glance

The Private Trust Company (PTC) has passed the test of time as a robust structure for achieving the multigenerational goals of wealth preservation, stewardship, and long-term family governance. This program is essential for families and executives with an established PTC that want to better operate their unique PTC structure. We will bring together PTC Executives, family members and experts to share their experience and insight about the PTC’s special role in the family enterprise.


What to Expect

  • Discuss how complexity within the family enterprise impacts the Private Trust Company and about opportunities to mitigate and manage it.
  • Explore opportunities to create healthy trustee and beneficiary relationships and develop a culture of stewardship.
  • Review options to coordinate the roles of the family office and PTC.
  • Gain insights from experts on current and potential strategic and operational risks impacting PTCs.
  • Hear family stories about how PTCs are navigating generational shifts and trends to serve more effectively.

 

Workshop Preview: David York


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Workshop Preview: Bruce Betters


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NOTE: The Private Trust Company Workshop is open to family members, PTC board members, and family office and PTC executives that are in the process of forming or have an established PTC. The workshop is not for those who are considering forming a PTC, for whom a separate workshop will be scheduled at a later date. FOX also reserves limited seats for qualified prospective members who are operating a PTC. All registrations subject to approval by FOX.

 

Online registration for this event is now closed. Please contact events@familyoffice.com if you have any questions or would like to inquire about registering for the Workshop.

 

  • About
  • Agenda
  • Speakers
  • FAQs

REFUND POLICY: For event registrations, refunds of payments will be offered if the cancellation is made in writing to Family Office Exchange at events@familyoffice.com five (5) or more business days prior to the start of the event. For more information regarding administrative policies please contact FOX office at: 312.327.1200.

Field of Study: Business Management and Specialized Knowledge - Up to 6 CPE credits can be earned by attending this event. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state.

Program Level: Overview | No prerequisites are required for any of the sessions. | Delivery Method: Group Internet Based

Learning Objectives: Upon completion of this program, participants will be able to more efficiently operate their unique PTC structure. Program objectives include: understand how complexity within the family enterprise impacts the Private Trust Company and the opportunities to mitigate and manage those complexities, explore opportunities to create healthy trustee and beneficiary relationships and develop a culture of stewardship, review options to coordinate the roles of the family office and private trust company, gain insights from experts on current and potential strategic and operational risks impacting Private Trust Companies, and navigate generational shifts and trends to serve more effectively.


Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

 

Tuesday, January 26

All times listed are in U.S. Central Time

 
10:00 AM

Welcome to the Workshop

Ruth Easterling
, Managing Director, Member Services, FOX
Scott Winget, Enterprise Market Leader, FOX
 

10:10 AM Attendee Meet and Greet
10:30 AM

Articulating the PTC’s Value in Light of Complexity

Sara Hamilton, Founder and CEO, FOX
Scott Winget, Enterprise Market Leader, FOX

Your PTC provides tremendous value to the family, but how do you reinforce that value, especially considering administrative burdens and perceived complexity? Reviewing a new FOX study, we will explore how family offices articulate their own value proposition to their clients and what drives complexity with a focus on the PTC.

1.0 CPE | Field of study: Business Management

 

11:20 AM Break
 
11:30 AM

Executive Panel Discussion: The Evolution of PTC Value and Complexity

Rick Braught, President, Investors Trust Company
Ryan M. Harding, President, Garden Trust Company and Managing Director, IFO Group, LLC
Richard A. Naski, II, CEO, Travers Trust Company LLC and VP, The Duchossois Group, Inc. 
Moderator: Ruth Easterling, Managing Director, Member Services, FOX

PTC executive panelists, all in different stages and with varying experiences, will talk about how the family derives value through the Private Trust Company, complexity and how they deal with it.

1.0 CPE | Field of study: Specialized Knowledge


12:20 PM

Closing Remarks

Ruth Easterling
, Managing Director, Member Services, FOX
 
12:30 PM Day 1 Concludes
   

Wednesday, January 27

All times listed are in U.S. Central Time

   
10:00 AM Opening Remarks

Ruth Easterling
, Managing Director, Member Services, FOX
Scott Winget, Enterprise Market Leader, FOX
   
10:10 AM

The Pull of Purpose: Finding Freedom Through Stewardship

David R. York, Esq., CPA, Managing Partner, York Howell & Guymon
Moderator: Scott Winget, Enterprise Market Leader, FOX

We live in a world that tells us how to live, what matters, and how to get it. These impersonal, external forces, along with “the meteors” from well-meaning but controlling estate plans, push us around and leave us off-balance, confused, and fatigued. Among us, however, are those who live differently. 

Held steady by the pull of purpose, they live in an upward spiral of clarity, vision and balance that provides them freedom and allows them to leverage their blessings, including gifts in trust, to make lasting impacts in the World. These people have found the secret to a life lived as…a Steward. This presentation will outline the mindset, characteristics, and traits of these remarkable people and how you can create a Steward mentality for yourself, your family, and the organizations of which you are a part.

1.0 CPE | Field of study: Specialized Knowledge

   
11:00 AM Break
   
11:10 AM

Ask the Expert Group Discussions

  • Burden or Blessing: The PTC’s Impact on Beneficiaries
    • James "Jay" E. Hughes Jr., Co-Author, A Philosopher of Family Flourishing and Committed to Beneficiaries Declaring Their Trusts a Blessing and Not a Burden, Wise Counsel Research Associates
  • Facilitating a Meaningful Governance Structure and Implementing Effective Discretionary Distributions  
    • Matt Tobin, Managing Director, Chief Operating Officer & Legal Counsel, South Dakota Trust Company LLC

    Bringing the PTC to Life: Operational and Administrative Leading Practices

    • Scott Weaver J.D., General Counsel & Chief Fiduciary Officer, Willow Street Group, LLC
    • Betty Andrikopoulos TEP, CTFA, Senior Managing Director, Client Strategy, Willow Street Group, LLC

Breakout discussions feature topics identified by participants on registration forms and are facilitated by subject matter experts.

   
12:00 PM Day 2 Concludes
   

Thursday , January 28

All times listed are in U.S. Central Time

   
10:00 AM Opening Remarks

Ruth Easterling
, Managing Director, Member Services, FOX
Scott Winget, Enterprise Market Leader, FOX
   
10:10 AM

PTC Evolution: Risks and Opportunities

Domingo P. Such, III, Partner, Firmwide Chair, Family Office Services Practice, Perkins Coie LLP
John Dziminski, President, The Rosewood Corporation
Matt Tobin, Managing Director, Chief Operating Officer & Legal Counsel, South Dakota Trust Company LLC

Moderator: Ruth Easterling, Managing Director, Member Services, FOX 

The PTC is a strategic structure in the family enterprise that continues to evolve. This panel of experts brings insight about trends, potential risks, and opportunities, such as conflicts of interest, digital applications, cybersecurity, interstate decision making and special interest trust structures.

1.0 CPE | Field of study: Specialized Knowledge

   
11:00 AM Break
   
11:10 AM Breakout Sessions
 

The Family Enterprise: Folding the Family Office and PTC Together

Bruce Betters, CEO and Chief Investment Officer, Marshall Street Capital
Richard Johnson, Partner, Waller Lansden Dortch & Davis, LLP

Moderator: Ruth Easterling, Managing Director, Member Services, FOX

The Family Office and Private Trust Company both play essential roles in supporting a family’s long-term strategy. Whether starting up or through generational transitions, both of these structures need to adapt their roles to the changing needs of the family. This session provides insights about optimizing the family office and private trust company within your family system.

1.0 CPE | Field of study: Business Management


Trustee-Beneficiary Relationships: Are They Reflecting Your Family Culture?

David R. York, Esq., CPA, Managing Partner, York Howell & Guymo

Moderator: Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, FOX Family Learning CenterTM, FOX

Your family has said that they want to develop their heirs to be productive, independent, happy individuals. Are you supporting those values through your trustee-beneficiary relationships?

1.0 CPE | Field of study: Specialized Knowledge

   
12:00 PM Break
   
12:15 PM

Bringing It All Together: A Family PTC Story

Nicole Belytschko, Board and Investment Committee Member, Wind River Trust Company, Chief Investment Officer, C.M. Capital Advisors
Alan Heath, Chairman and CEO, Wind River Trust Company
Susan Roh, President, Wind River Trust Company

Moderator: Scott Winget, Enterprise Market Leader, FOX

Through one family’s experience this session brings to life applying stewardship in the investment and trust practices of a PTC evolving through executive and family generational shifts.

1.0 CPE | Field of study: Specialized Knowledge

   
1:10 PM Closing Remarks

Ruth Easterling
, Managing Director, Member Services, FOX
Scott Winget, Enterprise Market Leader, FOX
   
1:20 PM Day 3 Concludes
   
   

Presenter Biographies 

Betty Andrikopoulos TEP, CTFA
Senior Managing Director, Client Strategy, Willow Street Group, LLC

As a Senior Managing Director and Head of Client Strategy, Betty Andrikopoulos leads new and current client relationships, participates in the overall management of the firm, and serves as Manager/ Director of Private Family Trust Companies. 

She holds the Certified Trust and Fiduciary Advisor designation (CTFA) from the American Bankers Association and holds the Trust & Estates Practitioner (TEP) designation from the Society of Trust & Estate Practitioners.

Betty has over 30 years of experience working across a variety of industries and functions; her areas of expertise include marketing strategy, real estate investment and management, product development, and credit analysis. The depth and breadth of her career experience gives her a unique insight into the needs and interests of Willow Street clients. 

A native of Miami and daughter of Cuban immigrants, Betty earned her M.B.A. from Northwestern University’s Kellogg School of Management and her B.S. in Finance from the University of Florida. She is fluent in Spanish.

 

 

Nicole Belytschko
Board and Investment Committee Member, Wind River Trust Company, Chief Investment Officer, C.M. Capital Advisors

Nicole Belytschko is a member of the Board of Directors and the Investment Committee of Wind River Trust Company. In addition, Nicole is the Chief Investment Officer of C.M. Capital Advisors and leads its overall investment activities. Previously, Nicole led the Private Equity investment program    for C.M. Capital Advisors for over a decade.

Prior to joining C.M. Capital, she was an Investment Manager with Comprehensive Financial Management, a large west coast multi-family office. Nicole also worked with Scient in developing the firms corporate venture arm and leading direct investments in technology companies and was a member of Donaldson, Lufkin and Jenrettes Private Fund Group, where she marketed and distributed alternative investment products.

Nicole holds an M.B.A. from the Anderson School at UCLA, and a B.A., Phi Beta Kappa, from the University California, Santa Barbara.
 

Bruce Betters 
CEO and Chief Investment Officer, Marshall Street Capital 

Bruce Betters, CEO and Chief Investment Officer, is responsible for Marshall Street Capital’s investment strategy, which spans broad, diversified asset categories with a focus on positioning the portfolio for profitable long-term growth and value enhancement.  He is also responsible for the administration of Claridges Trust Company, a Tennessee based private trust company, and oversees family support services provided by Marshall Street Capital in areas including tax and estate planning, philanthropy, reporting and others. Bruce is also a member of the Claridges Trust Company Board.

Bruce previously served as Chief Financial Officer for Marshall Street Capital and Everett Smith Group, the corporate holding company predecessor to the family office, from 2012-2016. He has been a leader at ESG and its subsidiaries since 2001, serving in a variety of roles, including vice president of corporate development, head of strategic planning and interim CEO at several of the operating companies in the family portfolio. 

Betters graduated with honors from Western Michigan University Haworth School of Business with degrees in accounting and general business. He is also a licensed certified public accountant (CPA).

 

Rick Braught
President, Investors Trust Company

Rick Braught has served as President of Investors Trust Company, since 1996; a private trust company located in Duncan, Oklahoma, chartered and established in 1959 by his wife’s grandfather. He has helped transform the company from a back-office bookkeeping operation to a diverse family office entity that oversees a wide array of investment vehicles and opportunities. In addition, the company provides a full complement of tax, legal, and accounting services, including personal, trust, partnership, nonprofit, and corporate needs for family clientele.

In addition, Rick serves on the board of directors for numerous family-controlled companies focused in the energy sector as well as outside companies in which the family has made substantial investments. He has been involved with many nonprofit boards around the state of Oklahoma and is active in supporting several local activities with an emphasis on economic and community development.

Rick and his wife, Barbara, are also owners of The Territory, a private golf course and residential community ranked #10 in Golfweek’s Top 50 New Courses in 2006, and is currently #6 Best in State (Oklahoma) by Golf Digest. Prior to his move to Duncan and beginning his employment for the family, Rick developed his work experience in banking, investments, and manufacturing.

Rick earned his Bachelor of Business Administration in Finance (1984) and his Master of Business Administration (1989) from The University of Oklahoma.


John Dziminski
President, The Rosewood Corporation

John Dziminski is President and CEO of The Rosewood Corporation, the holding company owned by the Caroline Hunt Trust Estate, which owns and operates Rosewood Resources, Inc., Rosewood Property Company and Rosewood Private Investments.  He joined Rosewood in 1998. 

John also serves as President of Rosewood Trust Company, LTA, and the family office Rosewood Management Corporation or “RMC.”  RMC’s principal responsibilities include management of passive investments and liquidity of the Caroline Hunt Trust Estate as well as management of personal assets and other trusts owned by family members.   

John is also President of Rosewood Ranches and Wetlands Management LP. He currently sits on the board of RF Installations and MultiCam, Inc., both majority-owned private equity investments of The Rosewood Corporation.  He previously ran the family office of Berry R. Cox, Inc., a diversified private company for 10 years.  

He is a past Trustee of Catholic Charities of Dallas and is the past Chairman of the Ursuline Academy Foundation Board.  He is currently on the board of The Fairhill School. 

John graduated from the University of Notre Dame, earned his CPA Certificate in Texas and began his career with KPMG (formerly Peat Marwick & Mitchell). He grew up in upstate New York and has lived in Texas for 40 years.


Ryan M. Harding
President, Garden Trust Company, Managing Director, IFO Group, LLC

Ryan M. Harding is the President of Garden Trust Company, a Nevada family trust company, and Managing Director, IFO Group, LLC. Previously, Ryan was a partner in the Private Client Practice Group of McDermott Will & Emery LLP, where his practice focused on the formation and operation of family offices and private trust companies, particularly with respect to governance and succession planning for family and closely held businesses.

While at the law firm, Ryan was a frequent author and speaker on the creation and operation of private trust companies, trust administration and investments, family businesses and succession planning, and professional responsibility and ethics in estate planning.

Ryan graduated from the University of Notre Dame with a B.A. in Government and a B.B.A. in Accountancy.  He then received his law degree from the University of Michigan.  He is a fellow of the American College of Trust and Estate Counsel.

 

Alan Heath
Chairman and CEO, Wind River Trust Company

Alan Heath is active with a number of family wealth and advisory companies, including Wind River Trust Company and the Drumore LLC family office, The Strategy Group, Inc. and STG Family Transition Group, S.C. At Wind River Trust Company, he is a member of the board of directors, Chairman of the Investment Committee and a member of the Distribution committee. Alan is also the Founder and Managing Director of The Strategy Group, Inc. He has been advising families in business and families of wealth, including their CEOs and top management teams, for nearly thirty years as both a consultant and an executive. He consults internationally to family businesses on issues of governance, organizational development, succession, exit strategies, internal capital markets, trust practices, and family offices. For a number of years, he was a family facilitator and guest lecturer at Harvard Business Schools Executive Education program, Families in Business: From Generation to Generation, which examines pivotal issues facing family businesses. Alan regularly works with families in Latin America and has been a practice leader for advisory firms in Mexico, Central America and South America.

While he now works almost exclusively as an outside advisor to family businesses and as an officer of Wind River Trust Company, Alan has years of executive suite experience in a number of industries, including as president of a multinational manufacturing company and as vice president of marketing for a multi-billion dollar food packaging corporation. Additionally, he has served as a director of a number of privately held family companies. Alan has frequently acted as an interim officer in companies with which he has consulted, holding positions such as COO, senior managing director, and vice president. Building on a career in global business, Alan regularly works with families not only in the US but also throughout the world. He also has more than two decades of experience serving as an outside, independent, personal, lead trustee for several large multiple-family trusts in the US. In this role, he advises beneficiaries on broad wealth management issues and counsels the next generation regarding wealth responsibility and wealth management. Additionally, he has been a member of the investment committee of a European Unit Investment Trust and a number of trusts in Mexico.

 

James "Jay" E. Hughes Jr., Co-Author, A Philosopher Of Family Flourishing and Committed To Beneficiaries Declaring Their Trusts A Blessing And Not A Burden, Wise Counsel Research Associates 

James “Jay” E. Hughes is a pioneer in the field of advising business-owning families and families of wealth.  During a successful career as an attorney advising private client families around the world, he developed a practice focused on helping them avoid the “shirtsleeves to shirtsleeves” proverb known by most cultures. Jay is an internationally sought after speaker helping advisors and families understand and manage the dynamic growth of families’ human, intellectual, social, spiritual and financial capitals toward their families’ flourishing. Jay is a published author with many forwards in industry-related books and has been quoted in the New York Times and the Wall Street Journal. He is a member of many boards of private trust companies and philanthropic organizations, an advisor to many investment institutions and a member and Fellow of the Leading Trust and Estate and Family Dynamics professional organizations.

 

Richard Johnson
Partner, Waller Lansden Dortch & Davis, LLP

Richard Johnson is a tax partner with the law firm Waller Lansden Dortch & Davis, LLP. For over 30 years, large family-owned and closely held businesses, high net worth individuals, family offices, and tax-exempt organizations have relied on Richard for practical tax, business, and estate and trust planning solutions. Richard formed the first private trust company under Tennessee law and has been responsible for forming or served as local counsel for more than half of Tennessee's private trust companies. He drafted new legislation updating Tennessee’s private trust company law, which greatly expanded the definition of a private trust company. 

Richard was one of only two attorneys in Tennessee to receive to receive a top ranking (Band 1) in the 2017 edition of the Chambers High Net Worth guide. He is a member of the American College of Trust and Estate Counsel and serves on the Family Office Exchange's Thought Leadership Council. Richard has been recognized since 2001 by Best Lawyers in America for his experience in Tax Law and Trusts & Estates. Best Lawyers named him Nashville's Lawyer of the Year in Tax Law in 2017 and 2015, and in 2012 the publication honored Richard as Nashville Lawyer of the Year in Trusts and Estates. Richard has served as Chairman of the Tax Sections of both the Tennessee Bar Association Tax and the Nashville Bar Association. Additionally, he is a fellow of the Nashville Bar Foundation, and he is recognized as a "Mid-South Super Lawyer."  

Richard earned his J.D., with honors, from the University of Tennessee College of Law in 1986 and his LL.M. in Taxation from the University of Florida in 1987. He earned a B.A., cum laude, in Accounting from the University of Mississippi in 1983. Richard is a Fellow in the American College of Trusts and Estates Counsel and the former chairman of the tax section of the Tennessee Bar Association. 

 

Richard A. Naski, II
CEO, Travers Trust Company LLC and VP, The Duchossois Group, Inc. 

Richard A. Naski II is Vice President of Shareholder Relations for The Duchossois Group, Inc. in Chicago, Illinois, and heads the family office for the Duchossois family.  He also serves as CEO of Travers Trust Company LLC, a private trust company chartered in South Dakota. 

Prior to joining the Duchossois organization, Rich was a Member of Bodman PLC in Detroit, Michigan where he practiced law in the Individual Client Service and Tax practice groups.  He was previously a Partner in the Trusts & Estates department at Winston & Strawn LLP in Chicago, Illinois.  As an attorney, Rich counseled individuals, families, and the businesses that they own and control on a variety of tax planning and transactional matters including tax and estate planning, corporate governance and succession planning, private trust company formation, and the creation and operation of charitable trusts and private foundations. 

Rich received his B.A. from the University of Michigan in Ann Arbor, Michigan, and his J.D. cum laude from the University of Michigan Law School in Ann Arbor, Michigan.

 

Susan Roh
President, Wind River Trust Company

Susan Roh is Executive Vice President of Wind River Trust Company (WRTC) and is a member of the Investment Committee and the Distribution Committee. She joined WRTC from the US Bank Wealth Management organization where she was Senior Vice President and Market Leader for Private Wealth Management in Denver, Colorado. Prior to that she held several positions at US Bank including Regional Fiduciary Officer and Trust Managing Director. Prior to her time at Us Bank, she was Senior Vice President, Investment and Trust Manager at Guaranty Bank and Trust Company and Vice President and Regional Fiduciary Officer for Bank of the West Investment Management and Trust. Prior to her banking career she was an attorney with Pendleton Friedberg & Hennessey PC in Denver.

Susan received her Bachelor of Science in Public Planning and Policy Management from the University of Oregon and her Juris Doctor and Masters of Law in Taxation from the University of Denver College of Law. She has also completed courses at the Pacific Coast Banking School. She is a Colorado Civic DNA Fellow in the Denver Metro Chamber Leadership Foundation, a board member and Chair of the Development Committee for Hunger Free Colorado and a member of the finance committee at The Logan School for Creative Learning.


Domingo P. Such, III
Partner, Firmwide Chair, Family Office Services Practice, Perkins Coie LLP

Domingo P. Such, III is a Partner in the law firm of Perkins Coie LLP based in the Chicago office, focusing his practice on excellence in the delivery of legal advice that is results oriented.  He serves as the firmwide chair of Family Office Services, a multi-disciplinary practice representing operating companies, boards of directors, fiduciaries, beneficiaries, and family offices including trust companies and quasi-family office arrangements.  A trusted advisor with significant corporate and trusts & estates tax experience, Domingo has been cited in various publications including Bloomberg, Business Week, Crain’s Business Magazine, The Wall Street Journal, and Worth, and is a frequent author with multiple published law review and magazine articles. 

He lectures nationally on trust and business planning involving complex estates and trusts which are at times contested in court.  Domingo received his undergraduate and M.B.A. degrees from Washington University in St. Louis, and his law degree from the Loyola University of Chicago School of Law.  He earned his Certificate in Family Business Advising from the Family Firm Institute.  He is listed in Who’s Who in America and Best Lawyers in America, Super Lawyers and is a fellow of the American College of Trust and Estate Counsel, and the American Bar Foundation reflecting his experience, integrity and recognized professional excellence.

 

Matt Tobin
Managing Director, South Dakota Trust Company LLC

Matthew Tobin is the Managing Director of the South Dakota Trust Company, LLC. His primary responsibilities include legislation management, special projects administration, new client/business development, general office administration, and development and management of the Private Family Trust Company business.

Matthew was formerly a member of the law firm Siegel, Barnett & Schutz, LLC. where his private law practice focused on general and business litigation. He also received considerable experience in negotiations, mediation, and alternate dispute resolution. Prior to joining Siegel, Barnett & Schutz, Mr. Tobin was a partner in the law firm of Johnson, Heidepriem, Miner, Marlow & Janklow, LLP.

 

Scott Weaver J.D.
General Counsel & Chief Fiduciary Officer, Willow Street Group,  LLC

Scott Weaver serves as general counsel and chief fiduciary officer for Willow Street Group, LLC and its affiliate, Willow Street Trust Company of Wyoming, LLC. He works with families and their advisors through new relationship onboarding and legal aspects of the client experience. His experience as a Wyoming-based trust and estate attorney enhances the firm’s capabilities in serving both domestic and international families and their advisors.

Prior to joining Willow Street in 2018, Scott was a private client attorney at Gonnella Adamson PC, where he focused on tax, business and estate planning. Following a company merger, Scott continued working for Geittmann Larson Swift, LLP, applying his knowledge in trust and estate planning, tax   management, and philanthropic giving and working with families to incorporate the many benefits available under Wyoming law. Scott is licensed to practice law in the State of Wyoming. Prior to law school, Scott worked in the Emerging Market Economies section of the Federal Reserve Board as a senior research assistant where he assisted with research, forecasting and modeling of the Chinese economy. 

Scott earned a B.A. in mathematical economics from Colorado College and a J.D. from the University of Colorado Law School. 

 

David R. York, Esq., CPA
Managing Partner, York Howell & Guymon

David R. York is an Attorney, Certified Public Accountant and Managing Partner with the Salt Lake City law firm of York Howell & Guymon. David practices law in the areas of estate planning, tax, business planning, and non-profit entities. He is a Fellow with the American College of Trust and Estate Counsel (ACTEC) and is the Dean of Legacy with the Purposeful Planning Institute. David has extensive experience in designing and implementing advanced wealth planning strategies for ultra high net worth clients. David has spoken to hundreds of public groups and professional organizations, including the TedXSaltLakeCity, Q Commons, the Million Dollar Roundtable, the AALU National Conference, the Hawaii Tax Institute, the Purposeful Planning Institute, Investments and Wealth Institute, Valmark Member Summit, and the Southeastern Family Office Forum.

He is the co-author of two books, Entrusted: Building a Legacy That Lasts and Riveted: 44 Values that Change the World, which after its release was the #1 Business Ethics book on Amazon. He also created the game Experience RivetsTM, which helps individuals, families and businesses identify their unique and shared core values to assist them with holistic wealth transfer, effective estate planning and team building. He has also written for Trusts & Estates Magazine, Estate Planning Magazine and Investments and Wealth Monitor. In 2017, YHG was recognized as an Inc. 5000 Company.

David currently serves on the Board of Directors of Holding Out HELP and Healing Nations.

 

FOX Team Profiles

Mindy Kalinowski Earley, CMP, CFBA
Chief Learning Officer, FOX Family Learning CenterTM

Mindy Earley is Chief Learning Officer for Family Office Exchange (FOX). In her role, she works to foster integrated learning programs for enterprise families and is responsible for developing the family learning community. She also provides support to the Family Learning and Experience Council and FOX Family Learning Network (FLN). Mindy is inspired by helping people learn, grow, and discover the way that they will make personal and productive contributions by using their strengths and talents.

Mindy has held various roles in small and large family offices and has been responsible for creating and stewarding professional learning networks in support of human and intellectual capital. She has designed learning experiences that increase the knowledge base and enhance the life path of individuals while providing personalized support and coaching to help them meet their goals. As a Certified Meeting Professional with a certificate in Family Business Advising, she enjoys helping families and rising generation members navigate the unique world of enterprise family and family relationships by understanding that responsibility and intention pave a path to personal achievement and satisfaction.

 

Ruth Easterling
Managing Director, Member Services

Ruth Easterling is Managing Director of Member Services for Family Office Exchange (FOX). In her role, she works with family and advisor members to understand their objectives and provides guidance to help address their unique needs through the resources available at FOX. Ruth also moderates the Private Trust Company Network and works with the team at FOX to develop programming and insights for the Network. Ruth has held multiple roles at FOX including leading FOX member services, supervising the delivery of learning programs, and overseeing marketing to drive the redesign and brand initiatives that differentiate FOX today.

Prior to joining FOX, Ruth worked with the professional services firm Smith, Bucklin & Associates, which provides management and consulting services to more than 180 associations. She served as executive director to professional associations ranging in size from 300 to 4,000 members, re-engineering membership structures and planning processes to better enable organizations to maximize their potential through efficient governance structures and member participation. In addition, Ruth often consulted with international and national organizations on strategic planning and governance design. 

Ruth holds a B.A. degree in Management and Leadership from Judson College.

 

Sara Hamilton
Founder and Chief Executive Officer

Founder and CEO of Family Office Exchange, Sara is a recognized visionary in the private wealth community. While a trust officer at Harris Bank in Chicago in the late 1980s, Sara witnessed the emergence of family wealth management as an industry. Hundreds of U.S. families became centi-millionaires overnight through leveraged buyouts that spawned private financial offices commonly called family offices, to manage family assets and educate wealth owners. Sara was the first professional to recognize family offices as a complex market segment in wealth management.

Sara founded the Family Office Exchange (FOX) in 1989 as a peer network for family office executives. Within 10 years, FOX could see that families needed help with their enterprise vision and managing financial transitions. As a result, FOX evolved into a strategist for family enterprises, a platform for sharing family wealth best practices, and an industry advocate for the importance of private capital in a global economy.

Today, Sara provides strategic direction for FOX and leads the development of new programs and services supporting family enterprises, family office executives and wealth advisory firms in more than 20 countries. She was named one of the Top 50 Women in Wealth Management by Wealth Manager from 2010-2012 and 2019 Outstanding Thought Leader for Wealth Management by Family Wealth Report.Sara is the co-author of Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times and serves on the executive education faculty of the University of Chicago Booth School of Business where she is an adjunct faculty member for their Private Wealth Management course, offered twice per year in Chicago. She is on the founding boards for the Private Directors Association in Chicago and the Foundation for Gender Equality in New York.


Scott Winget
Enterprise Market Leader

Scott Winget is the Enterprise Market Leader at Family Office Exchange (FOX). In his role, Scott serves as Co-Chair for Enterprise Councils and Executive Councils, where members can share experiences, ideas and best practices with veteran peers in a confidential environment. Scott also serves as relationship manager for Enterprise Family members, in order to understand their unique needs and provide them with access to important research and objective guidance. He is as a member of the FOX leadership team, helping to develop and execute service strategies designed to meet the needs of his market segment, and also participates in new research and thought leadership meaningful to members.

Serving families for over 25 years in the areas or family office, wealth management and estate and tax planning, Scott brings significant experience to FOX and its members. Prior to joining FOX, Scott created and led multi-disciplinary and award-winning consulting groups that provided comprehensive family office services at both Cresset and Ascent Private Capital Management. Earlier, he was a senior wealth planner at Wells Fargo Family Wealth (later, Abbot Downing) and began his career as an income tax and estate planning specialist with Arthur Andersen and EY. Scott has participated in the FOX community for over 15 years.

Scott is a CPA and holds a J.D. from The Ohio State University, where he also earned a B.S. in Business Administration with a dual major in Accounting and Finance. He is a member of the Rocky Mountain Estate Planning Council, Colorado Society of CPAs and the Colorado Bar Association. He has also held several securities and insurance licenses and served on the board of the Mountain Area Land Trust as Treasurer and head of the Finance Committee among other roles with non-profits.

Private Trust Company Workshop Frequently Asked Questions:

Where is the workshop and how do I access it?

The workshop is taking place virtually and can be accessed via our virtual portal. Information on accessing the portal will be emailed to you directly. For access assistance please email events@familyoffice.com. You must be registered to access the event.

How do I log in?

To log in to the workshop, you will need the email address you used to register for the forum. Once you enter your first name, last name, and email address on the login screen, you will be sent a verification code to your email address. Once you enter your verification code, you will have access.

Please note: once you have entered your email address in the virtual portal, it can take up to 10 minutes to receive your verification code. Your verification code will send from support@crowdcompassmail.com

If you need assistance, please reach out to us at events@familyoffice.com.

What do I do now that I’ve logged in?

We recommend:

  • Completing your profile.
  • Reviewing the “attendee” section and requesting to connect with other attendees.
  • Taking some time to become familiar with the portal, and the “My Schedule” page, where you will access the sessions.

How do I access the sessions?

To access workshop sessions, click on “My Schedule”, the day you wish to participate in at the top, and then the session you wish to attend. Once inside the session – click the “Begin Session Here” button.

When should I log in to attend the session?

We recommend you log into the portal at least five minutes prior to the session to ensure you have enough time to receive a verification code (if needed) and navigate to your session.

Do I have to log in every time I visit the event?

If you do not close your browser windows or log out of the workshop, you will not need to log in again. Otherwise, you will need to log in again.

What is the schedule?

Please visit the Agenda tab.

What is the time zone?

All published times are in U.S. Central Time.

Which technologies are you using?

CVENT CrowdCompass is our virtual portal.
Zoom facilitates video streaming.
Mentimeter will be used for in-session polling.

What device should I use?

Some offices prevent access to external conference platforms from corporate VPN accounts. You may find it easiest to use a personal device to access this event.

Do I have to attend every session to maintain access?

No. You may come and go as you please from workshop sessions, and there is no requirement to participate in each of the event days in order to maintain access.

Can other people see me, and if so – what is the dress code?

Please note that participants can see each other on camera, and camera use is encouraged. Business casual attire is recommended.

How can I change my visibility setting from hidden to visible or vice versa?

Navigate to “edit your profile,” where you can change your visibility.

My question isn’t here, how can I get additional help?

Please email events@familyoffice.com and we’ll be delighted to assist you.