of the Family Business Learning Community

Nov 21 2013
Event Time:

5:30 pm - 8:30 pm


Sheraton Valley Forge Hotel, King of Prussia


Dinner Meeting: Five Steps to Healthy Multi-Gen Governance

Will your business family experience the thrill of success, or the agony of defeat? The odds are against you with each succeeding generation!

Maintaining a healthy business family takes a unique and comprehensive approach that includes the entire family.

Join us to hear from Tom Rogerson, Family Wealth Strategist, Wilmington Trust, and his distinct, comprehensive plan that begins with the family! Tom will discuss his "5 Steps to Healthy Family Governance". These steps focus on the concept of family capital (human, intellectual, social) and demonstrate how successful families use their financial capital to enhance their non-financial assets.

Also learn from Amanda Westphal Radcliffe, G2 Shareholder & Board Member, Vertex, Inc. Amanda will discuss real business family examples that highlight successes and tie into Tom's solution.

Tom and Amanda agree families must first work on communication, philanthropic vision, legacy planning, succession, and education, and then incorporate these critical issues into a family's comprehensive plan in order to fully succeed.

Wealth planning is most productive when starting with the family, and less effective when jumping directly into investment management, trust administration, banking or insurance, as silos.

Join us to gain the tools necessary to prepare your business family for another generation!

Click here for an article on how Tom and his wife teach their kids teamwork, generosity and investing.

Click here for an article written by Tom about breaking the cycle of spending the family inheritance and preparing for the unexpected.

Click here for a video of Tom speaking about families, wealth and philanthropy.


Special Thanks to:

Event Sponsor - Wilmington Trust

Premier Sponsor  - Lacher & Associates

Facilitators - Delaware Valley Family Business Center 

We are building an abundant learning community with growing business families and trusted advisors.  To learn more about the sponsors who make the learning community possible, click here!