Family-owned businesses face distinct leadership challenges—balancing growth with family dynamics, leading across generations, and aligning owners, executives and culture for the long term.
This February 12th to 13th, Chief Executive Group and Raymond James are hosting the Family-Owned Business Summit in St. Petersburg, Florida, a two-day, in-person program for CEOs and senior leaders of family-owned companies. The agenda is built around candid discussions, real-world case studies and peer roundtables focused on the decisions leaders are making today.
Featured sessions include:
- John Gugliada, Family Enterprise USA, on next-generation expectations and how upcoming tax and policy shifts may impact ownership, governance and legacy planning in 2026
- Adam P. Farver, Chairman of Pella Corporation, sharing lessons from leading a 100-year family enterprise
- Josh Baron, Harvard Business School, on how family companies innovate and stay relevant without losing their identity
- Lynn Clarke, board member to multiple 100+ year family businesses, on what enduring family enterprises consistently get right
The Summit also includes small-group peer roundtables on governance, succession, compensation, valuation and non-family leadership—designed to foster open, practical discussion among peers.
As a member of the Family Enterprise USA community, you are eligible for a 40% registration discount using code FEUSA40.
View the full agenda and register:
ChiefExecutive.net/family-business-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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