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Next-Gen 2013: Families Speaking To Families About Multi-Generational Success


Thursday, February 28, through Saturday, March 2, 3C Advisors & Associates, Inc. and The Bianchi Family Council present Next-Ten 2013: Families Speaking To Families About Multi-Generational Success at Hotel Del Coronado. This year’s keynote speaker is Rene C.W. Boender, author of “Cool is Hot” and “Great to Cool.”


The multi-day event will feature a cocktail reception on Thursday, a full day of sessions and tracks on Friday followed a gala dinner, and another full day of sessions and tracks on Saturday followed by cocktails and a social gathering with the keynote speaker and guests.


Early registration discount: $1,395 for first person and $950 for second person.


For room discounts use promo code: DW10


To register:  www.3Cnextgen.com




Thursday, February 28

6:00–7:30pm ~ PLENARY SESSION –“Creating a Legacy with Values: How to Talk to Your Family about Money” panelist Brian Caster, CEO Caster Enterprises, moderated by Carlee Harmonson, Regional Director The Private Bank, Union Bank.



Friday, March 1

7:30-8am ~ BREAKFAST


WELCOME and OVERVIEW OF THE DAY: Carmen Bianchi, Managing Director The Bianchi Family Business Council and Stephen Jones, Executive Managing Director 3C Advisors


8-9am ~ Keynote Plenary Session – Generating Success: How to make the generational differences work, Prof. Greg McCann-Stetson University


9-10:45am ~ TRACK ONE: TRACK TWO: Combined Plenary


Family Business – Family Office – Entrepreneurial behavior makes for good family businesses and family offices! presented by, Dirk Jungé, Chairman of the Board, Pitcairn Trust; Associate Dean, Ann Dugan, University of Pittsburgh




11–12pm ~ TRACK ONE: Family Office Putting Chaos into Order-The Case for Integrating Wealth Management & Family Office Technologies: a legacy plan to simplify the inter-generational financial view; panelists Brandon C.Johnson, Johnson Financial Group/Blair E. Richardson, Bow River Capital/Moderator Carolyn Kling, Kling Partners.


TRACK TWO: Family Business – “How we have built our large, successful family business in spite of ourselves”.  Moderated by Robert Copeland, Richard Kintz, Sheppard Mullin

12–1:15pm ~ LUNCH – ON LAWN  


1:15-2:15pm ~ TRACK ONE: Family Office – Preserving what’s yours-protecting your business for multiple generations from divorcing spouses, creditors, lawsuits and taxes moderated by Siddharth Chhokar, MBA, JD, LLM (Taxation) Certified Specialist, Estate Planning.


TRACK TWO: Family Business – The Advantages of Creating a Family Council and how to Ensure its Long-Term Effectiveness. Olthoff Family Business; Nichols Inc. panelist Mike Olthoff and Kay Olthoff, moderated by Carmen Bianchi, Carmen Bianchi Family Business Associates.


2:30-3:30pm ~ TRACK ONE: Family Office- When is it an Opportune Time to Create a Family Office? Laurent Roux, Gallatin Wealth Management.


TRACK TWO: Family Business – Estate and Business Succession Planning with a Concentration in Real Estate: A Two Generation perspective –Winners Circle Resorts, Jim Watkins, KC Vafiadis, moderated by Cory Grant, Grant, Hinkle and Jacobs


3:40pm – 4:45pm ~ TRACK ONE: Family Office – Families Investing in Families deVisscher & Co.- Francois deVisscher


TRACK TWO: Family Business- Tangible Assets-How to Identify, Manage and Protect Them presented by Carolyn Konecki and Julia Fagin, Leavitt Insurance Agency


GALA DINNER ~ Guest Keynote Speaker from Holland René C.W, Boender “Cool is Hot”



6:45-7pm ~ WELCOME:


7-9pm ~ DINNER




Saturday, March 2

7:30-8am ~ BREAKFAST


8-9am ~ PLENARY: “Developing a Family Enterprise Voice for All Generations” Ann Kinkade, President FEUSA  (Family Enterprise USA-Advocacy Program)



9:15–10:15am ~ TRACK ONE: Family Office-“How to Turn Various Businesses into a Profitable Family Office” Panelists, Chris Philibbosian moderated by Robert Copeland and Richard Kintz, Sheppard Mullin.


TRACK TWO: Family Business: Haws Family Council – What Governance Structures such as a Family Council and a Board of Directors can do for a Family Business, moderated by Carmen Bianchi


10:25–11:25am ~ TRACK ONE: Family Office – Business Owner Succession Planning: Growing Enterprise Value and Protecting Personal Wealth panelist, a business owner of a large successful family business moderated by Sid Tobiason, Moss Adams


TRACK TWO: Family Business –Key Employee Velcro: Techniques to Retain and Reward Through the Next Generation presenter Scott B. Hinkle, J.D., CFP


11:25-12:25pm ~ TRACK ONE: Family Office – Liquidity & Income: A Discussion on Life Insurance as an Asset Class and the Correlation to Real Estate, Debt & Bonds, panelists, Cory Grant, Grant, Hinkle & Jacobs, Mark Gleiberman, MG Properties Group, C. Ludwgson, Bel Air Investment Advisors moderated by Carolyn Kling.


TRACK TWO: Family Business – Proactive Planning: Charting the course of your family wealth by protecting your hard-earned wealth using spousal access trusts, valuations and succession, panelist George Hunt, Proptech Inc., moderated by Bruce Knowlton.


12:30-1:30pm ~ LUNCH


1:30-2:30pm ~ TRACK ONE: Family Office- Who is the Family Risk Manager?  Panelist Beverly J. Butler Symonik, Sacramento Associates Family Office, moderated by Mary Gust, Senior Managing Director Crystal & Company


TRACK TWO: Family Business – California-Should I stay or should I go? Dina Segal, Jerry Gumpel, Sheppard Mullin, Bruce Knowlton, Moss Adams


2:40-3:40pm ~ PLENARY: Family Office AND Family Business – Residency and Doing Business in California: What are the Alternatives and How do you do it? Panelists, John Lynn and Curtis Lynn, Dina Segal, Sheppard Mullin, Cory Grant, Grant Hinkle and Jacobs



Closing Remarks and Wrap-up


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