Past Professional Advisor Studio
March 20, 2018 - City Club of BuckheadJohn A. Warnick - Purposeful Trusts and Gifts -The Better Way
John A. Warnick - Purposeful Trusts and Gifts -The Better Way
Founder of the Purposeful Planning Institute and initiator of the Seven Keys of Purposeful Trusts & Gifts and the Six Paradigms of Purposeful Planning, Mr. Warnick asks: Do You Want to Help Your Clients Avoid the Five Emotional Toxicities of Trusts and Inheritances?
What if every trust came with a warning from the Surgeon General which read:
CAUTION: The Surgeon General of the United States has determined that long-term trusts may have damaging and corrosive impacts on beneficiaries. The emotional toxicity of trust instruments may result in impaired lives, entitlement, irresponsibility, lack of initiative and self-esteem. You should not sign this document without carefully considering what you have done to avoid these potential negative outcomes in the lives of your children, grandchildren and other loved ones.
There is a Better Way to design a trust or will. We call it a Purposeful Trust or Purposeful Will. Come learn how Purposeful Trusts are antidotes for the toxicities of long-term trusts and large gifts.
October 19, 2017 - City Club of BuckheadMultigenerational Stewardship: The Role of the Nonfamily Executive
Multigenerational stewardship is no simple task. It requires clarity and dedication, and in a family business, a nonfamily executive can either make or break its success. When nonfamily employees understand the values and history of the family and the business, as well as have a keen grasp of the business, it’s a good indicator that things will work well. Given that in any family business, there are far more nonfamily members than family members, it is critical to choose the right ones.
Join us for an engaging dialogue with two leading executives from Larsen and Shaw: John Larsen, board chair and fourth-generation steward, and Mary Jane Bushnell, nonfamily CEO as they discuss what makes their partnership successful. They will explore how, over the years, their working relationship has not only created a successful business but also supported the needs of the family.
Larsen and Shaw was founded in Walkerton, Ontario, Canada in 1919. They are a leading manufacturer of top-quality custom hinges, standard continuous hinges, and architectural products, as well as a wide variety of other hinges, hardware, and metal stampings. Referred to as the hinge people®, Larsen and Shaw is a fully integrated business—they build the tooling in-house; handle the global sourcing of material; and oversee every aspect of production, including the plating, electropolishing, passivating, and finishing. In 2017, to fulfill its growth strategy, Larsen and Shaw expanded its operations to Rome, Georgia with a new division under the name of Carlsen Precision Manufacturing.
Carlsen Precision Manufacturing, Rome, GA, is an expansion of the 98 year old, successful family business, Larsen & Shaw Limited of Ontario, Canada. While Larsen & Shaw is known as The Hinge People, Carlsen is a precision manufacturer working closely with regional customers to produce an expanded product line. The company has a solid knowledge of metal stamping, tool & die design, automation, plating, electro-polishing, finishing & lean manufacturing and has a well-established technical training program. They serve OEMs and distributors in the industrial, vehicular, medical, commercial and architectural markets.
Carlsen is built as a Center of Excellence from site development, building construction, state-of-the-art equipment & processes and the selection of the finest staff that align with the Values of the company.
John graduated from Western University with a BSc in Chemistry in 1976. He applied this education in the food and nuclear power generation industries until joining Larsen and Shaw in 1993. Since then, his career mission has been to contribute to the ongoing success of the company and to ensure a successful ownership and leadership transition to the next generation. He retired from the role of president and CEO in 2013 and currently serves as chair of the board. In addition to continuing a company priority of being a good corporate citizen, John’s community involvement has included serving on the board of the Walkerton Hospital Foundation, including two years as chair. John and his wife, Gert, have been married 39 years and have three children and five grandchildren.
Mary Jane Bushnell
In her 29 years with Larsen and Shaw, Mary Jane has served in many roles. She started in the administration and logistics department before moving into the accounting department, where she focused on credit and collections. She was then promoted to the sales department, with primary responsibility for key new accounts as well as establishing the company’s first website, and later promoted again to sales manager. When Larsen and Shaw started the Lean Manufacturing journey in 2003, her role was expanded to sales and value stream manager. This included learning and applying value stream mapping, which exposed her to the operations side of the business and gave her an opportunity to more closely align some of these areas with customer needs. In 2007, when the general manager retired, Mary Jane was promoted to vice president/general manager. In 2013, she succeeded John Larsen when he retired from day-to-day operations. The experience gained from exposure to a variety of functions across the company has been an advantage, as has the mentorship of key executives, including Carl Larsen, Roger Larsen, Ash Puri, and John Larsen. Mary Jane is married to Dennis and has two daughters and one grandchild.
September 6, 2017 – Buckhead ClubFamily Offices: Yesterday, Today and Tomorrow
Over the past five years the family office field has grown at a blistering rate, and while they have been around much longer, there is often a mystery around what they are and the functions they serve. We know they’re typically associated with serving families, but questions like how are they structured, why would a family want one, and how can we as external advisors add value to the family by serving the family office often come to mind.
Join the CFEC on Wednesday, September 6th as we launch this year’s Advisor Studio with a panel conversation featuring family office executives. Katherine Dunlevie (Managing Director, Synovus’ Family Asset Management Group) and Will House (former President and COO, RFA Management Company) will discuss the burning questions we all have about the family office world and share with us their thoughts on where the field has come from, how it has developed over time, and where it is heading in the future. Join us for breakfast, networking and some very engaging dialogue.
Executive Director, J.P. Morgan Private Bank
Previously President and COO, RFA Management Company – A Leading Single Family Office
Will has over 25 years of experience dealing with the complex set of financial and personal issues that arise from holding substantial assets over multi-generational periods. Previously, he served as President and Chief Operating Officer of RFA Management Company, LLC (“RFA”), a leading single family office in Atlanta with a staff of over 35 professionals serving four generations. He served on the family’s investment committee, was President of the family’s Private Trust Company and actively supported the family foundations.
Will was a co-founder of private equity firms Argonne Capital Group, LLC and Aperture Group, LLC, and still owns and serves on the boards of various portfolio companies. Additionally, he has worked extensively as an M&A investment banker at Morgan Keegan, The Robinson-Humphrey Company and Security Capital Group (NYSE: SCZ). He also worked in the Private Wealth Management group of Morgan Stanley where he focused on alternative investments. Will began his career practicing law as an attorney with King & Spalding in Atlanta.
Will received a B.A. from the University of Virginia, a J.D. from The University of Georgia School of Law where he was a Woodruff Scholar, on the Law Review and inducted to the Order of the Coif, and an M.B.A. from the J.L. Kellogg Graduate School of Business at Northwestern University.
Katherine C. Dunlevie, CFP®, ChFC®, CTFA
Managing Director & SVP, Family Asset Management, Synovus Bank
Katherine joined Family Asset Management in 2004 after two years in banking with Columbus Bank and Trust, a division of Synovus Bank. She served as a Relationship Manager in FAM for ten years before being named the Managing Director. Prior to Synovus, she worked with Campus Crusade for Christ at the University of Georgia for four years. Mentoring college students and directing an outdoor adventure camp during the summer. She graduated with highest distinction from the University of North Carolina at Chapel Hill where she was a member of Phi Beta Kappa. She is an honors graduate from Cannon Trust School and Cannon Graduate Trust School. She holds the Certified Financial Planner™ (CFP®), Certified Trust and Financial Advisor (CTFA) and Chartered Financial Consultant (ChFC®) designations. Katherine served on the Board of the Atlanta Estate Planning Council and serves on the Board of Visitors of the University of North Carolina at Chapel Hill. In 2015, Katherine was named one of Georgia Trend Magazine’s Top 40 Under 40.
July 17, 2017 - Pricci
An informal summer gathering at Pricci in Buckhead to touch base with advisors
April 24, 2017 - Buckhead Club Family Business Governance - An Effective Tool
We've all heard that the right board of directors represents one of the most effective tools for long-term success of a family business. Both research and practice have even confirmed this multiple times. Why, then, do most business owners struggle to introduce such a tool? Perhaps this is due to not understanding its value, not fully knowing the role of an effective board, or the various other misunderstandings around control of and contribution to the business.
How can you help your clients eliminate the misconceptions around governance?
How do you know if, and when, it is appropriate timing to help your clients embark on the journey toward creating a board of directors?
What conversations can you engage them in to reduce their concerns?
What different roles should you as an advisor play in such a process?
Join us for a conversation with Howard Neiman (Carr, Riggs & Ingram) and James Tompkins (KSU's Coles College of Business), both of which have a long and prosperous career of working with and developing boards. They will answer these questions and others you might have around corporate governance in order to help you become a more knowledgeable, and strategic resource for your clients.
January 10, 2017 - ROAM Buckhead Doug Box
Join the Cox Family Enterprise Center and guest speaker, Doug Box, for a working lunch. You will hear firsthand how the Box Family climbed their way to business fame and fortune, and the painful failure that followed. Furthermore, you will actively participate in the business postmortem, led by Doug, where you will be able to ask those hard questions that so rarely can be candidly posed to family owners.
Don't miss this unique opportunity to interact straightforwardly with Doug and hear his perspective that could help your Clients spare similar pains!
Doug Box and The Box Family
Ford. Mellon. Rockefeller. Vanderbilt. Although the Box family has received less fanfare than these other legendary American empires, their story is arguably more compelling than any of them. In truth, there are many more applicable lessons to be learned from the Box family business’ meteoric rise and heartbreaking fall than from those more heralded dynasties.
As the youngest son of WWII veteran, NFL star, and relentless businessman Cloyce K. Box, Douglas D. Box experienced firsthand both the incredible heights of family business success and the painful depths of struggle and failure.
The Box family was once a formidable player in the Texas business world, controlling a number of public and private companies with interests in oil and gas, cement manufacturing, and real estate. Unfortunately, that success was not destined to last. Following his father’s sudden death and a litigious four-year family ordeal, Doug led the sale of the family’s oil and gas business.
Today, Doug is a certified family business advisor, author, and public speaker based in Dallas. He helps clients with succession planning, corporate governance, dispute resolution, and family meetings while espousing a unique philosophy: Family businesses must prioritize relationships over money to truly thrive through the generations.
Doug attended college at the University of Texas at Austin. He holds an MBA with honors from Baylor University, a masters in dispute resolution from SMU, and a certificate in family business advising from the Family Firm Institute. Doug has penned two books based on his personal experiences: Cutter Frisco: Growing Up on the Original Southfork Ranch and Texas Patriarch: A Legacy Lost
November 30, 2016 - Buckhead Club Next Gen Panel
A holiday breakfast featuring a panel of Next Gen members sharing their unique perspectives on family enterprise and advisor relationships.
The panel included:
Robert N. Hennessy, G3, The Hennessy Automobile Companies
Barbara Casey Lane, G3, LTI (formerly Low Temp Industries)
Teo Valdes, G4, Grain Craft and Southeastern Mills
Moderated by: Gaia Marchisio, Executive Director, Cox Family Enterprise Center
September 28, 2016 - City Club of Buckhead Four generations, international expansion, and a brand we all recognize
Join us for the next advisor networking reception featuring Giovanni Colavita, CEO of Colavita USA.
As you know, sustaining and growing a family business through generations and into new markets is no easy task. At every turn, new challenges arise each with their own unique complexity involving family and business dynamics. Join the CFEC for a fireside chat with fourth generation member of the Colavita family. Giovanni will share with guests how multiple generations of his family came to the decision to retain the family business, and the ripples of impact this has had across generations.
You do not want to miss this chance to hear a great family story and take part in open dialogue.
July 19, 2016 - City Club of Buckhead Introductory Networking eventThe Cox Family Enterprise Center (CFEC) invites you to join us for a drop-in cocktail reception on July 19th at the City Club of Buckhead. Our goal is to connect with you while mingling with the faculty and staff of the CFEC, provide you with the opportunity to network with other advisors to family enterprises, and give you a taste of what is ahead for the CFEC.