Thomas C. Rogerson
As a recognized leader and pioneer in family governance throughout the world, Tom uses his “Six Steps to Healthy Family Governance” to assist families with communication, philanthropic vision, legacy planning, succession and education. Tom incorporates these critical issues into a client’s comprehensive wealth management plan, not only helping to prepare the money for the family, but to also prepare the family for the money. He brings more than three decades of experience to the wealth management industry where he has provided guidance and education to families, helping them transition significant capital, both financial and human, from one generation to the next. He has run Family Governance/Legacy Meetings for more than 200 families from around the world, over ten of which are “Forbes 400” Families.
Prior to starting his private practice Tom was with Wilmington Trust, bringing his wealth management expertise as both a speaker and motivator to not only families but to Wilmington’s client facing teams, helping them integrate Family Governance into the fabric of the client relationship, from introduction to full implementation. He created unique messaging called WISE (Wealth Insights Shared Effectively) to motivate prospects, centers of influence, clients, and internal teams towards his integrated approach in managing family wealth. Previously, Tom was Managing Director of Family Wealth Services for BNY Mellon, National Director of Estate Tax Planning with State Street Global Advisors in Boston, and Director of Financial and Estate Tax Planning with Coopers and Lybrand. He holds a bachelor’s in Economics from Ithaca College.
Tom is a much sought after international speaker on the topic of family governance for wealthy individuals, family offices and entrepreneurs. Engagements include: The Young Presidents Organization, The World Presidents Organization, Harvard University Business School, Tiger 21, Babson College, The Lincoln Center, Yale University, Dallas Theological Seminary, Vistage, Penn State Black School of Business, Museum of Modern Art, The Nature Conservancy, New York Botanical Garden, The Dallas Foundation, The New York Community Trust, The Boston Foundation, as well as many other organizations.
Dr. Ron Braund is a family business consultant, behavioral health professional, mission leader and author. He is currently president of Family Business Transitions, facilitating family owned business leaders in generational transfer and succession planning to achieve personal & philanthropic goals. His clients include the owners of Chick-fil-A, family foundations, corporate executives and athletes. He partnered with professional golfer and U.S. Ryder Cup Captain, Paul Azinger, to implement a successful team-building strategy in America’s victory over the European Ryder Cup Team at Valhalla.
Within the global mission community, Ron has facilitated strategic planning, team building support, member care counseling and critical incident debriefing. His personal focus has been to support the needs of orphans & neglected children through direct care and transition programs. He is committed to serving collaborative networks which implement strategies for foster care programs and country specific family-based solutions.
Ron has over 30 years experience as a Marriage & Family Therapist. He hosted a daily radio program, Marriage & Family Today, in association with Moody Broadcasting.
He is the author or co-author of four books including Understanding How Others Misunderstand You; The Strong-Willed Child or Dreamer?, and Cracking The Code: The Winning Ryder Cup Strategy, Make It Work For You.
Ron and his wife, Ginger, reside in Marietta, Georgia.
Roy Jones is currently a principal at Seven Hills Strategies, LLC, an Atlanta-based strategic consulting firm. With Seven Hills, Roy will serve as a coach and advisor drawing upon his experience and business acumen developed over a decades-long career.
Most recently, Roy served Chick-fil-A, Inc. as the Executive Director of the Cathy Family Office. Roy was recruited by Dan Cathy, the Chairman and CEO, in 2014 to build a dynamic team of professionals to serve both the family’s multiple households and Chick-fil-A, Inc. Roy led the team that provided a variety of services to the Cathy family, including estate planning and administration, financial planning, income and estate tax, private foundation governance, family governance, real property and investment management, risk management, and other services. He also served as the captain of a “Dream Team” of Chick-fil-A leaders and external consultants that was charged with delivering a comprehensive plan and structure for Chick-fil-A to remain privately owned by the Cathy Family for generations to come.
Roy initially honed his family office management skills leading the Family Office of Henry F. “Hank” McCamish from November 1998 through January 2004. As part of the McCamish team, Roy served as the Chief Investment Officer, Chief Operating Officer and General Counsel of the McCamish Group. He also served as the President of McCamish Foundation. The Foundation focused on entrepreneurial investing, with all gains being given to Christian, educational, and humanitarian causes.
Roy practiced law for 14 years in a firm that he co-founded. His practice specialized in commercial real estate transactions and development, private equity, estate planning, deal structure, and financing complex transactions. For the last several years of his legal career, Roy functioned as primary advisor to several extraordinary families and gained intimate exposure to the inner workings of private companies, successful families, investment strategies, and intergenerational planning.
From 2004 to 2014, Roy was a founding Director of three private equity funds. With those funds, he built on the experience he had gained as a founding member of both the Advisory and Investment Committees of Greenspring Associates, a Baltimore based PE fund that now manages more than $8.7 BBL of committed capital.
Throughout his career, Roy has served on the Boards of multiple private companies and non-profit entities. He currently serves on the SEFOF Advisory Committee; FOX Executive Council ‘04; as a Director and Investment Committee Member of Elmwood Management (the Herschend Family Office); and as a Trustee of the Eagle Ranch Foundation.
Roy is a Phi Beta Kappa graduate of Washington and Lee University. After college, he led a successful start-up in Richmond, Virginia then returned to Atlanta to attend Emory University School of Law. He was on the Law Review, graduated with distinction, and received Order of the Coif honors. In 2000, Roy was admitted to practice before The Supreme Court of the United States of America.
A native Atlantan, Roy married his best friend and college sweetheart, Carter, more than 40 years ago. They have two grown sons and worship at The Church of the Apostles. Roy leads a weekly mentoring group/bible study with millennial men and also enjoys hiking, shotguns, and cooking on his Big Green Egg.
Mark Conklin is the founder of Wise Counsel Inc., and is committed to transforming families, leaders and organizations. In July 2018, Mark retired from his role as Director, Staff Leadership Development at Chick-fil-A Inc. where he focused on the strength and sustainability of the CFA staff leadership pipeline.
As a prolific thought leader for over two-decades, Mark helped Chick-fil-A become one of the world’s most admired and respected brands. His career with the company included work in Field Operations, Leadership Development, and Talent as the company grew from $400 million to over $10 billion in sales. In 2002, he assumed responsibility for Chick-fil-A leadership development programs and designed, developed, and delivered a range of leadership programs to create effective servant leaders who could operate successfully in a high growth, global, diverse work environment.
Prior to joining Chick-fil-A, Mark spent eight years working in higher education and also served stateside and overseas on active duty as a non-commissioned officer in the U.S. Army.
Mark is a frequent public speaker and has consulted on a range of leadership topics for families, businesses, and non-profit organizations. Most recently, he is leveraging his years working along-side the Cathy family at Chick-fil-A to help enterprising families intentionally steward their ownership, family, and business roles.
A summa cum laude graduate of Nyack College, Mark holds a Master of Divinity degree with a Marriage and Family Therapy concentration from Alliance Theological Seminary. He is also a graduate of Harvard Business School and is a doctoral candidate in Global Leadership Studies.
Mark has served on the board of trustees for Cross International, Focus on iThemba and his local church elder board. He is a Trustee Emeritus at Strong Rock Christian School and currently serves on the board of the With Open Eyes Foundation. A native of Pennsylvania, he and his wife, Joy, have been married 35 years and have two adult children, JohnMark and Sarah and a son-in-law John. Joy and Mark reside outside of Atlanta, GA.
Eric & Jennifer Garcia
Eric and Jennifer Garcia are the cofounders of the Relational Wealth Advisors™. They have extensive backgrounds in marriage and family education and ministry. Their passion is impacting future generations by transforming marriages and families today! They are nationally known speakers on building healthy marriages and strong families.
Since 2008, they have focused on serving high net worth and ultra-high net worth families in building multigenerational family unity. Training professionals in the Relational Wealth Process™, and Family University™ (educating NEXT GEN heirs), is in motion to create a more scalable impact.
Eric and Jennifer have been married since 1991. They have four adult children, and live in Phoenix, Arizona.
Cathy graduated with a BA in Social Work from Ohio Wesleyan University. After 38 years of marriage and raising four children, one with learning disabilities and mental health issues she has transferred her life experience into coaching individuals and families through a company called Rogerson Family Services. She holds certifications in Marriage, Life, Emotionally Focused Therapy, Solutions Focused Therapy from the American Association of Christian Counselors and she is certified in the Prepare/Enrich pre-marriage coaching system.
A year ago she teamed up with her husband Tom, at GenLeg Co., and now also works with UHNW families in the family governance space. Their mission is to come alongside families to intentionally introduce and re-introduce them to each other with tools, activities, and metrics designed to measure and build a healthy culture of interdependence for a generational legacy.
Her passion is to see individuals and families walk in health emotionally, relationally, and spiritually by facilitating, motivating and educating them in the process of deep trust and communication. You can find her on Facebook, Twitter, and LinkedIn at Rogerson Family Services.
The Blum Firm, P.C., established by Marvin Blum over 38 years ago, has law offices in Fort Worth, Dallas, Austin, and Houston and specializes in the areas of estate planning and probate, asset protection planning, planning for closely-held businesses, tax planning, tax controversy, and charitable planning. The company has grown to be the largest group of estate planning attorneys in the State of Texas.
Mr. Blum is known for creating customized, cutting-edge estate plans, now serving hundreds of high net worth families, several with a net worth exceeding $1 billion. Mr. Blum was chosen as one of the “Nation’s Top 100 Attorneys” by New York’s Worth magazine, and was also named one of the Top 100 Super Lawyers in Texas by Thomson Reuters. He was selected by his peers for inclusion in The Best Lawyers of America – Trusts & Estates. Mr. Blum twice had the honor of asking questions to Warren Buffett at Berkshire-Hathaway Annual Meetings, attracting international media attention. He is a highly sought-after speaker, has been quoted by The Wall Street Journal and The New York Times for his expertise on the estate tax and income tax and also serves on the Editorial Advisory Committee for Trusts & Estates Magazine.
Mr. Blum is dedicated to his community and currently serves as Secretary/Treasurer and one of three Board members (along with Emmitt and Pat Smith) of the Pat & Emmitt Smith Charities, a public charity devoted to creating opportunities for underserved children. Mr. Blum is in his 39th year as Treasurer of the Fort Worth Symphony and serves as Treasurer of The Multicultural Alliance, formerly The National Conference of Christians and Jews, a service organization fighting bias, bigotry and racism. Mr. Blum serves as Treasurer for the Texas Cultural Trust Board of Directors to help raise public and legislative awareness of the importance of the arts in Texas, and is on the Board of Directors for B Sharp Youth Music Program, Inc., a program that fosters positive development of young musicians through emphasis on academic achievement. Mr. Blum is a member of the national Board of Directors of TIGER 21, and is also a member of The University of Texas School of Law’s Alumni Association Executive Committee
Mr. Blum, an attorney and Certified Public Accountant, is Board Certified in Estate Planning & Probate Law and is a Fellow of the American College of Trust and Estate Counsel. He earned his BBA (Highest Honors) in Accounting from The University of Texas in 1975, where he graduated first in his class and was named Ernst & Ernst Outstanding Student in Accounting. Mr. Blum received his law degree (High Honors) from The University of Texas School of Law in 1978, where he graduated second in his class and was named the Prentice-Hall Outstanding Student in Taxation. Mr. Blum and his wife, Laurie, reside in Fort Worth, Texas.
Chris Herschend is Vice Chairman of Herschend Enterprises, the largest family-owned entertainment company in the US. He has been elected by the shareholders to serve on the majority-independent Herschend board of directors since 1997. Chris and fourth generation cousin Austin Herschend lead Elmwood Management, a private investment & management company serving 20 family households in six states. Chris also serves on the boards of Ungerboeck Software International, E Ritter & Company, and Whitefield Academy in Atlanta. Mostly he likes to get up early and drink coffee.
Bill High is CEO of The Signatry: A Global Christian Foundation. He works with donors, ministries and financial advisors, with a focus on business owners who are looking to sell and/or transition their business to the next generation. He has been recognized as one of America’s Top 25 Philanthropy Speakers. Recent books include Charity Shock: Ten Critical Trends Revolutionizing Fundraising and a book co-authored with David Green, CEO and Founder of Hobby Lobby, called Giving It All Away…And Getting It All Back Again: The Way of Living Generously.
Wendy G. Rogers currently serves as Vice President, National Relationship Management of the Signatry, a Christian foundation that has helped families, advisors and ministries send more than $2 billion to charities across the globe. She works with donors to build their family legacy by connecting them with creative giving solutions.
Rogers is a third-generation family business owner and former corporate leader with 25 years of experience in talent development and organizational leadership, branding and market development, financial and operational stewardship, and nonprofit strategy and governance. She spent much of her career in diverse roles for Fortune 100 and Fortune 500 companies, Dow Chemical, DuPont and Chick-fil-A, Inc.
Within her own family office, Rogers currently serves as Director, Griffin Family Investments, LLC and Director, Griffin Family Foundation, where she works in partnership with strategic advisors and family in stewarding all that has been entrusted to the Rogers family in time, talents, relationships and resources.
To enhance her financial management skills, she recently completed an executive program at Northwestern Kellogg School of Management and also received a certification in Private Wealth Management at the University of Chicago Booth School of Business. She lives in Richmond, Virginia with her husband and three daughters, but her family roots are in Georgia. Wendy received her undergraduate degree in International Business from The University of Georgia.