[Past Event] Year-End Perspective: Aligning the Interests of a Family Enterprise and Its Stakeholders

Wendy Diamond Tax Partner, National Tax Leader, Private Wealth Deloitte Tax LLP Wendy has more than 20 years of public accounting experience and has spent the majority of her career serving ultra-high net worth families, family offices, private trust companies, and family investment vehicles. She has worked closely with family office and private trust company executives and family members to implement individual, trust, and entity tax-planning alternatives to maximize the transfer of wealth to future generations.

Michael Nathanson Chairman & CEO, The Colony Group Michael Nathanson, Chairman and Chief Executive Officer of The Colony Group, is a highly respected and experienced leader in the wealth management industry. He is relentlessly dedicated to bringing meaning and joy to the lives of Colony Group clients and team members by fostering a culture that values lifelong learning, cultivates innovation, and offers opportunities to live lives full of passion and purpose. Michael’s passion is reflected in the recognition he has received, having been selected ten times by Barron’s magazine as one of the top 100 independent financial advisors in the nation and included in Worth magazine’s list of the country’s top 250 wealth advisors. He also was selected six times as a “Super Lawyer,” as published in Massachusetts Super Lawyers. He is most proud of The Colony Group being named as one of just 50 firms as a Best Place To Work for Financial Advisors by InvestmentNews. Michael is a co-author of the book, Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind, and has frequently been interviewed and published on a wide variety of financial, tax, and legal topics by many national and local news outlets, including CNBC, MarketWatch, Reuters, Dow Jones, Bloomberg, Barron’s, the Wall Street Journal, Fox Business, Chief Executive, Financial Times, InvestmentNews, Financial Planning, Advisor Perspectives, Financial Advisor, Real Assets Adviser, the Boston Business Journal, and numerous journals and industry publications. Michael is also passionate about public service. Having served as the Chairman of the Board of Directors of the National Brain Tumor Society for over five years, he now serves as a member of its Emeritus Board and also serves on the Boards of Cure GBM and Pediatric Cancer Cure. He was the recipient of the 2016 Catalyst Award from the Invest In Others Charitable Foundation for his work with the National Brain Tumor Society. He is the founder of the Nathanson Family Catalyst Fund for Brain Tumor Research and the Nathanson Family Catalyst Fund for Cardiac Valve Research. He is a former member of the Israel Bonds National New Leadership Board and also has served as a member of the Investment Committee advisory group of the Massachusetts Service Alliance and as a Trustee and Director of the Needham Historical Society.

Wolfe Tone US Deloitte Private Tax Leader ,Deloitte Tax LLP Wolfe is the US Deloitte Private Tax leader and a tax partner in the Chicago office. With over two decades of experience, Wolfe has served a variety of technology, life science, retail, real estate, manufacturing, and distribution clients, ranging from Fortune 500 multinational organizations to start-up ventures. For the past 18 years, he has concentrated his professional efforts on advising complex privately-held organizations and in-bound companies.

Juliet Scott-Croxford CEO, Worth Juliet currently serves as CEO for media brand Worth, responsible for leading its transformation from a print magazine to a content platform that focuses on 'Worth beyond Wealth' and inspires and informs an affluent, influential and successful community of individuals to be their best selves. Juliet began her career as a management consultant, learning to code at IBM Business Consulting Services, before focusing on business strategy and organizational change, working with clients to solve complex business problems across a variety of sectors through the use of technology. Her experience in this area took her to a role at Boxwood (now KPMG) where she worked as a senior consultant in strategy and business change, with a focus on the media and technology sector. After working as a consultant with Guardian News & Media on its print to digital strategy, in 2012 she was confirmed in a permanent role to lead strategy and operations for the Guardian Media Group's commercial division based in London. Juliet joined the Guardian’s executive committee in 2015 and, as chief delivery officer; was responsible for the strategic implementation of the global three year turnaround plan and subsequent transformation and growth for the Guardian’s US operation, relocating to New York in 2016. She lives in Westchester with her husband and son, is a keen runner, yogi, and skier.