We move in a complex and complicated world as we work with our client families. Money, power, gender and the boundaries around each challenge us. These “Big Three” define that world. As we work with these families, we are faced with choices about how we define and move within that space.

In this retreat, we will focus on money, power and gender as we understand them, bump up against them, or move around them.  Since we create the limits and parameters for our work, the process of how we do that is significant. We will spend time discussing and sharing our own thoughts, cases and the challenges of the “Big Three”.


4:00 – 5:00 PM   James Room  9th Floor         
Welcome Session:  Welcome, meeting overview and logistics, introductions and personal updates from members.

5:00 – 7:00 PM
Opening Session: Michael Madera and Gerard Donnellan
“The Wisdom in the Room: Influence in Client Relationships”
We influence our clients as they do us. This facilitated conversation will tap into the collective wisdom in our meeting room, as we represent more than 600 years of experience.

7:00 – 7:30 PM  Haven Room   9th Floor
Social hour in the Haven Room on the 9th Floor of the hotel. 
Introductions and updates from members (continued from 4-5PM, if needed).

7:00 – 9:00 PM  Hinman Foyer
Dinner Buffet in the Hinman Foyer at the Hotel Orrington. 


7:45 – 8:15 AM
Continental breakfast outside meeting room

8:15 – 10 AM   James Room   9th Floor
Jeff Savlov, Barry Graff and Sharon Dorsett
“Sex, Drugs & Rock ‘N Roll: Family Business Lessons from Metallica”

10 – 10:15 AM     

10:15 – 11:45 AM
Robert Galatzer-Levy and Andrew Hier
“Grandpa Knows Best: When Second and Third Generations of Wealth Need Therapy.”

12 -1 PM  Cummings Room   9th Floor
Lunch in the hotel

1:00 – 2:30 PM
Patricia Annino and Lilli Friedland
“Vive la différence - Women Owned Family Businesses”

2:45 – 4:00 PM
Kathleen Hoye
“The Third Base Child: A Case Study in Unintended Acceleration of The Estate Planning Process”

4:00 – 6:45 PM
Recreational Break

6:45 PM
Meet in the Lobby

7:00 PM
Dinner at Campagnola Restaurant, 815 Chicago Ave, Evanston, IL 60202
Phone: (847) 475-6100“Evanston’s Neighborhood Italian Restaurant”.
[Directions: Take a taxi; walk approximately 15-minutes.]


7:45 – 8:15 AM
Continental breakfast outside meeting room

8:15 –  9:45 AM
James Weiner
“Gen Z: Digital Generation Born into a Top-Down Business World”                                                   

10 – 11:30 AM
PDFB Planning Meeting: Andrew Hier
In this closing business meeting, we will choose dates and location for the next meeting, receive the Treasurer’s report, solicit ideas for theme/speakers, select a Program Committee and Administrative Committee for the next retreat, and attend to any other administrative matters. 
Closing reflections on meeting and open discussion on key points of learning and appreciation.

12 Noon


















The program committee:

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