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Governance for Family Enterprise: Family Business, Family Office, Family Councils, and Trusts

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Nashville Events / Governance for Family Enterprise: Family Business, Family Office, Family Councils, and Trusts

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NACD Nashville
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NACD Nashville
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About The Event

August 26, 2026 |The Governors Club in Brentwood, TN>

Family enterprises take many forms, such as operating companies, family offices, and trusts, and each brings its own governance challenges and opportunities. This program explored how directors can best contribute across these distinct structures. Through a panel of experienced board members, advisors, and family-enterprise leaders, participants gained clarity on the roles, responsibilities, and best practices that define effective governance in each context, and how thoughtful governance sustains family legacy while enabling professional eadership and long-term success.

 

SPEAKERS

Betsy Blunt Brown

CEO, Pendleton Square Trust Co.; Director, Pendleton Square Holdings LLC

Betsy Blunt Brown is founder and CEO of Pendleton Square Trust Co. and serves as a director of Pendleton Square Holdings LLC. Brown and her team are trailblazers in developing a beneficiary-focused, Tennessee-chartered trust company and service platform providing trust and estate administration...

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Ryan Flury

Portfolio Manager, Brown Advisory; Treasurer & Finance Comm. Chair, Nashville Zoo; Chair, Persist

Ryan Flury is a partner and portfolio manager at Brown Advisory Inc., based in Nashville, Tennessee. He works with multigenerational families to provide thoughtful investment advice and strategic planning across public and private markets, drawing on over 20 years of experience in family office strategy and wealth management...

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Caleb White

Principal, Board Member, and Family Enterprises and Owner-Led Business Practice Leader, CFAR

Caleb White, a principal at CFAR, specializes in the complex strategic and operational issues facing today’s organizations. He draws on his experience as a high-impact leader in both privately held and large public companies at different stages of development and across multiple industries...

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Rich Wolkowitz

Founder, Xylogenesis Family Office Advisory

Rich Wolkowitz is founder of Xylogenesis | Family Office Advisory and serves as a family advisor with more than 25 years of firsthand, inner-working experience of multiple family offices of all types. Wolkowitz’s background is in law, business, independent board service, management, operations, financial services, and professional service firm leadership with a focus on serving multigenerational families and their full business and life continuum of needs...

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Leonora Zilkha Williamson (Moderator)

Family Enterprise Coach and Vanderbilt Professor

Leonora Zilkha Williamson is an award-winning executive coach, facilitator, and speaker as well as a professor at Vanderbilt University, where she teaches negotiation, corporate social responsibility, and family enterprise. In 2019, she founded Platinum Rule Advisors, a consulting firm devoted to coaching, facilitation, training, workshops, and retreats for families, family businesses, and family offices...

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NACD Nashville
Contact Us

NACD Nashville
programs@nashville.nacdonline.org

Final Days to Save $1,000 on NACD Directors Summit® 2026 Registration 

Register by Monday, August 31 to take advantage of this exclusive discounted pricing. 

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By registering for an NACD or NACD Chapter Network event, you agree to the following Code of Conduct.

NACD and the NACD Chapter Network organizations (NACD) are non-partisan, nonprofit organizations dedicated to providing directors with the opportunity to discuss timely governance oversight practices. The views of the speakers and audience are their own and do not necessarily reflect the views of NACD.