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

"The afhe annual conference consistently provides the most relevant, quality programs of any event I've been to. I'd attend even if there was no CLE credit offered." --|-- "Programing was wonderful. Disappointed a few years ago about programing has really been upgraded. Will attend more often." --|-- "The meeting gets to the issues that are at the heart of good service to the family enterprises we serve." --|-- "The only way to understand value of a afhe conference is to attend and then look back a year later and see how it has changed your awareness and your professional engagements." --|-- "afhe continues to provide excellent educational and networking opportunities." --|-- "afhe continues to be my favorite conference and professional networking event." --|-- "Best content ever, great speakers" --|-- "Maybe the best afhe conference so far. Very substantive all the way across." --|-- "afhe has a unique conference focusing on great family business ideas." --|-- "Every year afhe conferences get better and better. I highly recommend attending afhe's conference if you have an interest in a collaborative, multidisciplinary approach relating to family enterprises." --|-- "This year's afhe conference was outstanding again. The depth of experience and practical steps learned from afhe's conference is unmatched. The true sense of openly sharing, collaboration and welcoming atmosphere is better than so many other conferences."


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of six years of study, commentary and revisions after the rule was initially proposed in October of 2010 (later withdrawn) and released again on April 20, 2015.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)

2014 afhe Annual Conference

April 23-25, 2014

Vdara Hotel and Spa, Las Vegas

Conference Agenda  |  Conference Materials  |  Flyer  |  Golf Outing



Keynote Speakers and Topics

Crystal Family Case Study

Jonathan and Jamie Crystal; Owner-Managers of Crystal & Company & Linda Bourn; Head of Family Enterprise Risk Services

Brothers Jonathan and Jamie Crystal, 3rd generation owner-managers of Crystal & Company, are joined by Linda Bourn, head of Family Enterprise Risk Services for Crystal & Company, to talk about the governance structures they’ve put in place and offer a behind-the-scenes look into this dynamic and rapidly expanding family business.


Investment Management: Points of view from the Client and Internal Firm Perspective

Bill Boer; Owner of Grey Dunes & Jack Cortis; Former Manager of BNY Mellon

Unravel the mystery of investment management and chart a course for assisting clients with the selection and evaluation of investment advisors. Learn the differences between a brokerage platform and an investment advisor platform, how advisors are compensated, why it’s important to know who is in charge of the client relationship, and what questions to ask to get the answers you want!


Managing the Incapacitated, or Almost Incapacitated, Client

Robert Fleming; Attorney with Fleming & Curtis.

This program will focus on the practicalities of addressing diminishing capacity of key business owners. Whom do you approach, and what is the best way to do so? Who is the appropriate person to make the determination that a conservator, agent or successor Trustee is needed? How does the fiduciary work with other key members of the family and the business to make important decisions both for the business and for the family?


Managing Conflict and Difficult Clients

Don Opatrny; Principal of The Lovins Group

Do you avoid working with difficult clients and colleagues? Do you fear conflict? Don Opatrny, Principal of The Lovins Group and an experienced family business consultant and licensed marriage and family therapist, will lead this interactive workshop on dealing with conflict. Strengthen your interpersonal skills and harness your courage, creativity and compassion to achieve breakout results.





Vdara Hotel and Spa, Las Vegas 




MEETINGS HELD AT VDARA are handled by an experienced staff in spaces designed with nature and flexibility in mind. Over 10,000 square feet of ground-level conference space provides a convenient and intimate setting for smaller groups from 10 to 300 guests. The contemporarily designed space also has access to the latest technology to ensure your meeting is a success. MGM Resorts Events will help make the remarkable décor and presentation of your event truly memorable.



Aesthetics and location play a vital role in setting the tone of Vdara’s meeting spaces. Using natural materials such as warm wood, the contemporary designed meeting space, located just inside the main hotel entrance, is the only choice for meetings that demand comfort and convenience. Enjoy personalized service and intimate spaces with unique touches. Complimentary valet and direct access to the Conference Center add to the convenience.





Welcome to the new center of Las Vegas.

CityCenter is a revolutionary destination on the famous Las Vegas Strip, encompassing residential living, a shopping district, restaurants, bars, clubs, hotels, gaming, and art. The Vdara offers easy access to all these experiences for unbeatable entertainment and nightlife at ARIA Resort & Casino and Crystals, or even more options off the Las Vegas Strip.




2014 Special Conference Events



Dinner at the Bellagio Hotel Picasso Restaurant
Thursday, April 24th 6:30 pm – 9:00 pm



A recipient of thirteen AAA Five Diamond Awards, the Picasso Restaurant, which displays over $100 million in Picasso art, will delight you with cuisine prepared by Executive Chef Julian Serrano. His menu is inspired by the regions of France and Spain where Pablo Picasso spent much of his life. The restaurant also boasts a wine cellar stocked with more than 1,500 selections from the finest European vineyards and is a winner of the “Grand Award” from Wine Spectator. During your dining experience one of Picassos Master Sommeliers will be present to introduce the wine selection and make recommendations to match your meal.

Seated on the terrace overlooking the Fountains of the Bellagio, you will be in the perfect spot to enjoy the best dinning Las Vegas has to offer. 



afhe Summerlin Golf Outing
Saturday, April 26th


Golf Course 1


Golf Course 2


Join us for the afhe Golf Outing on Saturday, April 26, 2014 at the TPC Summerlin course ( This a great opportunity to get back in touch with old friends and meet new ones, as you enjoy a round of golf on a championship level course. Space is limited, so please contact the afhe Office or click the link below to make your reservation today.




Cirque Du Soleil Discounts





Save 15%



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Save 35%

7:30pm & 10:00pm

New York-New York

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Save 30%

7:00pm & 9:30pm


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Save 20%

7:00pm & 9:30pm

Treasure Island

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Save 35%

7:00pm & 9:30pm


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Save 35% 

7:00pm & 9:30pm 

MGM Grand

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Save 25%

7:00pm & 9:30pm

Aria Resort & Casino

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mj one

No Discount 

7:00pm & 9:30pm 

Mandalay Bay 

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Cirque du Soleil is pleased to offer afhe Annual Conference attendees savings on select shows & performances of our awe inspiring shows.

Management reserves all rights. Cannot be combined with any other offer. Subject to availability & is available on select seating only. No holds will be accepted. Performances available are specified above. Zumanity was created for guests 18 years and older. Michael Jackson ONE does not have a discount offered. For more information about the shows visit



2014 afhe Annual Conference Sponsors



2014 Sponsors 1