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Year-End Perspective: Aligning the Interests of a Family Enterprise and Its Stakeholders

This roundtable will focus on how 2020 has impacted family businesses and their owners, including key considerations such as year-end tax planning, aligning family and business strategies, governance and other important issues.

Special Guests: Wendy Diamond, Tax Partner, National Tax Leader for Private Wealth, Deloitte Tax LLP, Michael Nathanson, Chairman and Chief Executive Officer of The Colony Group, and Wolfe Tone, US Deloitte Private Tax Leader, Deloitte Tax LLP.

Moderated by: Juliet Scott-Croxford, CEO of Worth

If you’d like to be considered to attend, please email community@worth.com.

When
Thursday, October 29, 8-9 a.m. ET
Where
Invitation Only - Online

Speakers

Wendy Diamond Tax Partner, National Tax Leader, Private Wealth Deloitte Tax LLP
Michael Nathanson Chairman & CEO, The Colony Group
Wolfe Tone US Deloitte Private Tax Leader ,Deloitte Tax LLP
Juliet Scott-Croxford CEO, Worth
Past Events
  • Friday, September 11, 2020 8 a.m ET How the Pandemic Has Revealed Crucial Ties Between Purpose and Valuation

    During this intimate session, Worth and Deloitte Private will examine why now, more than ever before, purpose and trust can be key differentiators for a company’s valuation and success, as well as how the global pandemic has accelerated this shift toward ESG integration and high-quality disclosure. Guest Speakers include Kristen B. Sullivan, Partner and DTTL Americas Region Sustainability Services Leader, Deloitte & Touche LLP, J. Donald Fancher, Principal, Deloitte Risk & Financial Advisory, Global Leader at Deloitte Forensic, Deloitte Financial Advisory Services LLP and Diana Propper de Callejon, Managing Director, Cranemere, Inc.

  • Tuesday, June 23, 2020, 3 pm ET How the Pandemic Has Impacted Mergers & Acquisitions

    Our first session is “How the Pandemic Has Impacted Mergers & Acquisitions” with Phil Colaco, CEO, Deloitte Corporate Finance LLC and global leader, Deloitte Corporate Finance Advisory, David Schamis, Founding Partner & Chief Investment Officer, Atlas Merchant Capital, and Juliet Scott-Croxford, CEO, Worth. During this intimate session, Worth and Deloitte Private will examine the M&A trends that have emerged for businesses in the short-, medium- and long-term and how businesses can utilize these new opportunities to not only recover but also thrive.

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