Upcoming Events

Keeping Their Feet Solidly on the Ground: Parenting Opportunities and Challenges in a Wealth Context

When: June 13, 2019
Where: Cary Stamp & Company, Private VIP client event, Greenwich, CT


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Parenting: Foundations of Governance and Legacy

When: July 23-25, 2019
Where: Purposeful Planning Institute Annual Rendezvous, Denver, CO


Past Events

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Family Wealth Education & Development: Inoculation for Family Conflict

When: January 24, 2019
Where: Deloitte Family Office Forum, Philadelphia, PA


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Sex, Drugs & Rock ‘N Roll: Family Business Lessons from Metallica

When: October 18, 2018
Where: Estate Planning Council of Central NJ – Jumping Brook Country Club, Neptune City, NJ


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Collaborative Learning Experience – Purposeful Lessons from Metallica

When: July 25, 2018
Where: Purposeful Planning Institute – 8th Annual Fusion/Rendezvous, Denver, CO


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Sex, Drugs & Rock ‘N Roll: Family Business Lessons from Metallica

When: April 20, 2018
Where: Attorneys for Family Held Enterprises (AFHE) – Annual Conference, The Wigwam, Litchfield Park, AZ


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Siblings in the Family Business: Love, Hate and Profitability

When: March 8, 2018
Where: University of Louisville Family Business Center


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Family Business: Hot Topics Related to the Next Generation

When: February 8, 2018
Where: Vistage International – Office Hours Conference Call


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How to avoid common pitfalls in family business and what to do if you have already stumbled upon them

When: January 18th, 2018
Where: YPO (Young Presidents Organization), New York, NY

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Sex, Drugs & Rock ‘N Roll: Family Business Lessons from Metallica

When: Thursday, November 30, 2017
Where: Estate Planning Council of Bergen – Stony Hill Inn in Hackensack, NJ


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Best Practices for Engagement/Proposal Models with Enterprising Families

When: November 7, 2017
Where: Family Firm Institute – New York City Study Group


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How is bias against the wealthy affecting you, your clients and your ability to serve them well?

Family Firm Institute 2017 Global Conference Session
When: October 25-28, 2017
Where: Hilton, Chicago, IL


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Raising Family Business Children (0-14 Years of Age)

When: October 20, 2017
Where: New York City Family Enterprise Center (NYCFEC)


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Developing the Next Generation of Family Business Stewards: Start Young and Have Fun

Family Business Summit – America Empresarial
When: Friday, September 15, 2017
Where: InterContinental Cartagena De Indias, Cartagena, Columbia


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How is bias against the wealthy affecting you, your clients and your ability to serve them well?

Purposeful Planning Institute 2017 Rendezvous
When: July 20-21, 2017
Where: Omni Interlocken Hotel & Resort, Broomfield, CO


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Governance and the Enterprising Family: Helping Families Prosper Across Generations

When: Thursday, May 18, 2017
Where: Estate Planning Council of Central New Jersey


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Best Practices and A Family’s Story

When: Tuesday, May 10, 2016, 7:30am – 10am
Where: Vistage International, Sheraton Valley Forge, King of Prussia, PA


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Keynote: Money, Power and Gender in Our Work with Business Families

When: Friday, April 28, 2017
Where: Psychodynamics of Family Business, Chicago, IL


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KPMG Monthly Family Business Conference Call

When: Thursday, January 19, 2017
Diversity in the Family Business Sandbox: Playing with Ideas at the Intersection of Academia, Research and Consulting


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Family Firm Institute Global Conference – Research and Education Symposium Breakout Session

When: Saturday, October 29th, 2016
Where: InterContinental Hotel, Miami, FL


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The “Retirement” Transition for Attorneys: It is Only the Beginning

When: April 5, 2016 (Philadelphia, PA) and April 21, 2016 (Mechanicsburg, PA)
Where: Pennsylvania Bar Institute


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Understanding the Generations: Who They Are and How They Got That Way

When: March 16, 2016
Where: Exit Planning Exchange (XPX)


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Combining the Work of Lawyers and Family Business Consultants to Solve a Family Business Puzzle

When: February 10, 2016
Where: Mercer County Estate Planning Council, Princeton, NJ

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Parenting the One Year-Old Millionaire: Instilling Values from Day One

When: October 13, 2015, Noon-1:00pm
Where: Purposeful Planning Institute Teleconference Series

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Insights from the Trenches: Lessons from a Family Business Insider

When: October 7, 2015, 1-2pm ET
Where: Webinar for Vistage International

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Common Missteps in Family Businesses

Radio Interview by Lou Tucci on “The Entrepreneurs and Leaders Radio Show”
When: May 8, 2015, 11:00am
Where: ExitCoachRadio.com
iTunes: http://iTunes.ExitCoachRadio.com
Stitcher: http://www.stitcher.com/exitcoachradio

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Family Business: Generational Transitions and Leading for the Long Haul

When: May 7, 2015
Where: The Helm Society

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Financial Planning and Family Dynamics

When: April 28, 2015
Where: Atlas Advisory Group, Cranford, NJ

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Siblings in the Family Business: Love, Hate and Profitability

When: April 23, 2015
Where: 2015 Annual Regional Prairie Family Business Conference, Sioux Falls, South Dakota

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Applying Psychoanalytic Principles to Business Consulting

When: March 31, 2015
Where: The Center for Psychoanalysis and Psychotherapy of NJ, Highland Park, NJ

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Princeton Trusted Advisors Group, Four-Part CEO Series – Panelist

When: March 12, 2015, 7:30-9:30am
Where: Wilkin & Guttenplan, P.C., East Brunswick, NJ

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Combining the Work of Lawyers and Family Business Consultants to Solve a Family Business Puzzle

When: February 18, 2015
Where: Philadelphia Bar Association, Probate and Trust Section – at the Offices of Saul Ewing, LLP, Centre Square West, 1500 Market Street, 38th Floor, Philadelphia, PA 19102


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Family Business: Oil & Water or Peanut Butter & Jelly?

When: February 10, 2015
Where: The Liquidity Event, Harvard Club of New York, 35 W 44th St, New York, NY

Read More »


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Global Family Enterprise Case Competition (FECC)

Jeff was invited and will serve as a judge for the third annual Global Family Enterprise Case Competition (FECC) organized by the School of Business Administration at the University of Vermont (UVM). Almost 24 student teams (graduate and undergraduate) from top institutions for family business education in thirteen countries will travel to UVM to compete.
When: January 7-10, 2015
Where: School of Business Administration at the University of Vermont, Burlington, VT

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Family Dynamics and Estate Planning

When: December 16, 2014
Where: The Business Planning Committee of the Philadelphia Bar Probate Section. Philadelphia, PA

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Case Presentation to Partners of the firm Drucker & Scaccetti

When: December 12, 2014
Where: Philadelphia, PA


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Lunch & Learn for the Shareholders of Wilkin & Guttenplan Certified Public Accountants and Consultants

When: October 16, 2014
Where: East Brunswick, NJ

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Siblings in the Family Business: Love, Hate and Profitability

When: April 23, 2014, 5:00-8:30pm
Where: UMass Amherst Family Business Center, Delaney House, Holyoke, MA

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Family Owned Businesses: A Survival Guide

When: March 25, 2014
Where: Shenandoah University, 6th Annual Harry F. Byrd, Jr. School of Business Symposium, Winchester, VA

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Conflict and the Family Business: Complexity in Context

When: March 14, 2014
Where: The Family Business Mastermind Program at Baruch College, New York, NY


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Middlesex/Somerset Estate Planning Council

Presenter on multi-disciplinary panel on estate and business succession planning
When: March 12, 2014, 6:00-9pm
Where: Fiddler’s Elbow Country Club, Bedminster Township, NJ


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Family Business: Complexity, Conflict and the Quest for Harmony

When: February 20, 2014
Where: Estate and Financial Planning Council of Central New Jersey

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Valentine’s Day Special Topic – Love and Hate in the Family Business: Common Pitfalls, Practical Solutions

When: February 14, 2014
Where: Princeton Corridor Rotary Club

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Family Enterprise Case Competition (FECC)

Jeff was invited and will serve as a judge for the annual Family Enterprise Case Competition (FECC) organized by the School of Business Administration at the University of Vermont (UVM)
Almost twenty student teams from top institutions for family business education in Canada, Chile, Colombia, Italy, Malaysia, Mexico, Netherlands, Spain, Sweden, and USA will travel to UVM to compete.
When: January 8-11, 2014
Where: School of Business Administration at the University of Vermont, Burlington, VT

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Values: Guiding Principles for Individuals, Families, Organizations and the Professionals Who Serve Them

When: December 5, 2013
Where: Family Firm Institute Mid-Atlantic Chapter & Chartered Financial Analyst Society of Philadelphia Annual High Net Worth Conference – The Hub at Cira Centre, Philadelphia, PA

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Talkin’ ‘Bout My G-G-Generation: Generations Working Together In the Family Enterprise

When: October 24 2013, 11:00am
Where: The Network of Family Businesses Webinar

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