This half day meeting on managing risk convenes family leaders of business owning families to discuss the process of identifying and isolating risks within the family enterprise, specifically relating to business and liquidity financing.
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This half day session, co-led by Family Office Exchange and TriState Capital Bank, is directed towards business owning families looking to understand the potential risks inherent within the family enterprise, and more specifically, to learn how risks relating to raising capital and obtaining financing for liquidity needs, both within and outside the operating business can be managed.
Key Questions the Sessions Will Answer:
- What does it mean to take a family enterprise view?
- What are the primary risk components to consider within the family business?
- What are some tools to use for isolating and managing risk?
- What are the current banking trends and how does this impact access to capital markets for family business?
- What are bank managers worried about?
- How can a family business work with a bank to obtain financing for acquisitions? For product extension and expansion?
There is no fee to attend; however registration is limited to 3 per family and qualified guests.
How to Mitigate and Manage Financial Risks is the third of three installments in the Family Business Owner Series: Preparing Families for Multi-Generational Success offered by Family Office Exchange.
Wednesday, November 6
8:00 a.m. - 1:30 p.m.
- Networking Breakfast and Registration
- Taking the Enterprise View
- The FOX Risk Map: Managing Future Uncertainty Through Effective Risk Planning
- Banking Industry Trend
- Case Studies in Financing Options for Family Businesses
- Working Lunch and Panel Discussion with Family Business Leaders
= Attendees may be eligible for CPE credit
Mariann Mihailidis, Managing Director, Councils
Mariann oversees the FOX member councils, which are private networks of close peers working together to advance their professional development and to solve the unique challenges they face in their management of private wealth. She has extensive experience in the accounting and legal fields. As a practicing tax and estate planning attorney, she develops strategies in wealth transfer issues, taxes, and corporate structures.
Charles B. Grace III, Managing Director
Charles B. Grace, III is Managing Director at FOX. Charlie works on strategic planning projects for families and family offices as well as wealth management advisor clients. He has more than 20 years experience in the family office community advising high-net-worth families and has been quoted in various publications on the subject of private wealth management, including The Wall Street Journal, Financial Times, and Worth Magazine. In addition to his responsibilities at FOX, Charlie has been active on the Board of the single family office Ashbridge, LLC since 1992 and in 2010 was named President. He is a Trustee and member of the Investment Committee of the non-profit Tuttle Fund, Inc. in New York City.
Charles Fawcett, TriState Capital Bank
David Molnar, TriState Capital Bank
John Catsimatidis, Red Apple Group
Family Office Exchange has NOT reserved hotel accommodations for attendees of the Family Business Owner Series: How to Mitigate and Manage Financing Risk. Please note that attendees are responsible for making their own hotel arrangements.
The Union League Club, 38 E. 37th, New York, NY (where meeting is held) may accept registrations at 212- 685-3800, or you can inquire through email:firstname.lastname@example.org.
This hotel was recommended by our host, TriState Capital (no corporate rate is secured through this hotel):