How to help families of affinity flourish generations into the future

Date: Tuesday, May 17, 2022
Time: 7:30am - 11:30am
Location: TBD
Speaker: James E. Hughes, Jr.

James (Jay) E. Hughes, Jr., Esq.

This will be our annual Estate Planning Council's half day event.  James (Jay) E. Hughes, Jr., Esq. is a nationally respected estate planning attorney that has published many books and articles and presented many times on topics relating to family governance and wealth preservation.  He will discuss key concepts on how to address the chronic cycle of shirt sleeves to shirt sleeves in three generations.

There will be a co-presenter with Mr. Hughes that has not yet been confirmed.

Mr. Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family, and of Family – The Compact Among Generations; he is co-author with Susan Massenzio and Keith Whitaker of The Cycle of the Gift: Family Wealth and Wisdom, Voice of the Rising Generation: Family Wealth & Wisdom; and he is co-author with Hartley Goldstone and Keith Whitaker of Family Trusts: a Guide for Beneficiaries, Trustees, Trust Creators, and Trust Protectors. All of Jay’s books have been published by John Wiley & Sons, Inc. Jay is also the author of numerous articles on family governance and wealth preservation and a series of Reflections which can be found on his website jamesehughes.com.

Jay is a fellow with Wise Counsel Research, a think-tank and consultancy focused on wealth and philanthropy. He was the founder of a law partnership in New York City specializing in the representation of private clients throughout the world and is now retired from the active practice of law. He is a frequent lecturer for and member of the Purposeful Planning Institute. He is also an early member of the Family Firm Institute and has lectured for them at a number of their annual gatherings. He has spoken frequently at numerous international and domestic symposia on the avoidance of the shirtsleeves to shirtsleeves proverb and the growth of families’ human, intellectual, social, spiritual and financial capitals toward their families’ flourishing. He is an advisor to the Kai Feng Family Heritage Institute located at Tsinghua University in Beijing, China whose mission is to bring to Chinese families the Globe’s knowledge on how to nurture the growth of great families.

Jay is an emeritus member of the Board of Prescott College, a Counselor to the Family Office Exchange, an emeritus member of the Board of The Philanthropic Initiative; an emeritus faculty member of the Institute for Private Investors; a retired member of the Board of the Albert and Mary Lasker Foundation, and a retired member of the Board of the Rocky Mountain Institute. He is a member of boards of various private trust companies, an advisor to numerous investment institutions, a member of a number of private philanthropic boards, and a member of the editorial boards of various professional journals. Mr. Hughes was a partner of the law firms of Coudert Brothers and Jones, Day, Reavis and Pogue. He is a graduate of the Far Brook School, which teaches through the Arts, The Pingry School, Princeton University and The Columbia School of Law. He is one of the thirteen founders of the Collaboration for Family Flourishing; recipient of the Private Asset Management Lifetime Achievement Award, the Ackerman Institute Family Partner Award and the Family Office Exchange Founders Award.

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