afhe’s mission is to be the leading resource for the on-going advancement, collaboration and education of practicing attorneys and other professionals who provide intra-disciplinary counsel to family-held enterprises.

The Leading Source of Intra-Disciplinary Counsel

TESTIMONIALS

afhe conferences are the best in the family business area for professionals. --|-- Afhe conferences are informative, educational and entertaining. It is one of the best conferences I have ever attended. --|-- AFHE continues to produce excellent conferences, with good subject matter, great presenters, and excellent sharing of ideas. --|-- Great depth and quality of presentations focused on the relationship issues of FHEs. --|-- The afhe annual conference provides an atmosphere for advisors to family businesses to dig deep into the approaches we should take when considering what it means to be a value-add to our clients. --|-- I was exposed to new approaches to age-old problems and was able to network with and learn from skilled practitioners from around the country. A very rewarding experience. --|-- Such a collaborative, interesting group. The content is essential and the networking, superb. --|-- afhe offers a unique opportunity to participate in a collegial learning environment with family business experts from multiple disciplines. I would highly recommend it for those serious about advising and working with family businesses. --|-- The most unique multi-disciplinary environment to learn on a very high level and to network with other professionals in the family office/family enterprise arena. --|-- If you want to learn and meet other professionals with expertise and concern for family held enterprise, this is the place. --|-- afhe has captured a unique interdisciplinary ecosystem of experienced service professionals with a common goal of improving the service they each provide to family business owners --|-- afhe is by far the best organization for attorneys that practice in the unique area of representing family owned businesses and the myriad of issues that arise in that representation, many of which are not legal in nature. --|-- A must conference to attend and collaborate with other professionals to sharpen high-level skills and techniques to help work with family-held business enterprises more effectively. --|-- I have always found afhe conferences to be stimulating and motivating - both in the presentations themselves and through the interaction with the other members in attendance. --|-- afhe conferences are the only conferences that provide holistic education on technical and "soft side" topics of interest to attorneys whose clients are family businesses and their owners. --|-- The level of content, sharing and camaraderie are unusual. This is a one of a kind experiences geared to helping attorneys and others provide the highest level of service to successful families. --|-- It was a great learning opportunity as well as a chance to mingle with people that were collegial, interesting and fun!




DOL LEVELS PLAYING FIELD FOR ADVISORS; NEW FIDUCIARY DUTY IMPOSED ON BROKERS

On Wednesday, April 6, the Department of Labor released the final version of its highly anticipated “fiduciary rule.” The final rule is the culmination of six years of study, commentary and revisions after the rule was initially proposed in October of 2010 (later withdrawn) and released again on April 20, 2015. The essence of the rule—to subject more advisers of employee benefit plan participants to the fiduciary standards of ERISA—remains unchanged from the 2015 proposal, but the Department of Labor made several key concessions to ease the burden on advisers.

More information is located HERE (PDF)

 


 

afhe 2017 Annual Conference & Membership Meeting

April 26-28, 2017

2017 Annual Meeting

Trump National Doral
4400 NW 87th Avenue, Miami, FL 33178

The golf venue will be the Blue Monster at Trump National Doral on Saturday, April 29, 2017

More information is located HERE

 

 


 

RENEW YOUR MEMBERSHIP OR BECOME A MEMBER IN 2016 TODAY!

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2800 W. Higgins Rd. Suite 440
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