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Marcus Evans Private Wealth and Chief Executive Group’s Family-Owned Business Summits Offer Insights into Succession, Wealth Preservation, Policy
Events in St. Petersburg, Fla., and San Diego Feature Family Enterprise USA Presentations on Family-Owned Business and Policy Trends
Marcus Evans and The Chief Executive Group are each holding events in the first quarter of this year focused on family-owned business leadership, succession, and wealth preservation.
Both events feature presentations by Family Enterprise USA discussing Next Generation leadership attitudes, research on family-owned businesses, and updates on tax and economic legislation.
The Chief Executive Group event, The Family-Owned Business Summit, is being held in the St. Petersburg, Fla., from Feb. 12-13 at The Karol Hotel.
The event features two-days of presentations on navigating conflict, wealth preservation, overcoming barriers to succession, Capitol Hill insights, and how family businesses “stay relevant.”
The event also features a presentation, “Protecting the Legacy of Family Businesses and Successful Families in Today’s Legislative and Political Environment,” by John Gugliada, Director of Engagement, Family Enterprise USA (FEUSA) and Family Enterprise USA Action, formerly Policy and Taxation Group.
Gugliada will review the results of a “Nex Gen” survey conducted by Cornell and FEUSA, as well as the 2025 FEUSA Annual Family Business Survey, which includes Next Generation attitudes of family-owned businesses. He will also detail the tax and economic legislative changes expected in 2026.
The Chief Executive Group supports U.S. chief executives, senior executives, and public-company directors. It facilitates growth, community engagement, and societal strengthening through peer networks, live events, proprietary research, and publications.
For more information go to: CEO Group Family-Owned Business Summit
Marcus Evans Private Wealth Summit
The Marcus Evans Private Wealth Management Summit is being held March 2-4, 2026, at the Park Hyatt Aviara Resort, San Diego, Calif.
The Private Wealth Management Summit is an invitation-only event bringing together private wealth management investors, fund managers, and consultants.
Founded in 1983 Marcus Evans is a leading business intelligence company employing 3000 staff across a global network of 49 offices. It’s focused on providing clients with the information and connections they need to accelerate performance in their business.
During the event, Pat Soldano, President of Family Enterprise USA and Family Enterprise USA Action, and Mark Warren, Shareholder, and Capitol Hill tax policy expert at the law and government affairs firm Brownstein, will present on: “What Do Family Offices and Successful Families Need to Know about Current and Future Tax and Economic Legislation and the Political Process.”
Soldano and Warren will share information and important insights on how current tax and economic legislative changes could affect you, and your enterprise, including the wealth tax that has been introduced. Also learn how political elections could impact future legislation.
Other summit topics are “investment challenges and interests, relevant market developments, and practical and progressive ideas and strategies adopted by successful pioneers,” according to organizers.
Speakers will also speak on how to “adapt to economic uncertainty, AI investments, navigating wealth, and generational governance of family-owned businesses.”
For more information go to: Marcus Evans Wealth Summit
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The need for fact-based reporting of issues important to family owned businesses and protecting a lifetime of savings has never been greater. Now more than ever, successful families and family owned businesses are under fire. That's why Family Enterprise USA is passionately working to increase the awareness of issues important to family owned businesses built on hard work, while continuing to strengthen our presence on Capitol Hill. The issues we fight for or against with Congress in Washington DC include high income tax rates, possible elimination of valuation discounts, increase in capital gains tax, enactment of a wealth tax, and the continued burden of the gift tax, estate tax and generation skipping tax.
Family Enterprise USA promotes generationally owned family business creation, growth, viability, and sustainability by advocating for family businesses and their lifetime of savings with Congress in Washington DC. Since 2007, Family Enterprise USA has represented and celebrated all sizes, professions and industries of family-owned enterprises and multi-generational employers. It is a bi-partisan 501.c3 organization. Family foundations can donate.
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