NOVEMBER 10, 2021
4:00pm – 7:00pm
The Clubhouse Grill at the Fairmont Grand Del Mar
JOIN US FOR
A lively, facilitated Roundtable Meeting that will include:
Panel Discussion with prior members of Lavin Center of SDSU Family Business Forums –
an inside look at structure and benefits of the forums, with:
Phil Teyssier, President, Atomic Instruments
John Yi, Founder, Charirman, and CEO. KES Inc.
Kenneth Smith, CEO & Owner, Southwest Trades, Inc.
Jaime and Alex Mautz, Co-Owners, Pacific Ink, Inc.
Panel discussion followed by Roundtables –
“When Governance Runs into Estate and Business Planning.”
Join us we share life, family, and business trials and tribulations as the business transitions through growth, generations, and a look toward the future, with:
Charles Wax of WAXIE Corporation
Brother and Sister, John Costa and Lisa Corbosiero of Hi Tech HoneyComb
Socializing, cocktails, appetizers, and insightful conversations
FBFs serve the unique educational (legal, financial, tax, governance, & succession), interpersonal, and growth needs of families through yearly programming that include:
8 monthly round table sector family meetings, 3 FBF group full-day conferences, and 3 FBF group social events.
First started in 2004 and coordinated through Carmen Bianchi, FBFs provide for three distinct sectors of family business:
up to $20million, $20 – $80million, and over $80million in annual revenue.