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4th Annual Family and Closely Held Business Summit


Garvey Schubert Barer is delighted to host its 4th Annual Family and Closely Held Business (FCHB) Summit in collaboration with Bader Martin PS, BMO Capital Markets, and Key Private Bank on Thursday, October 25, 2018, at Bell Harbor International Conference Center in Seattle.

The 50 largest family-owned companies in Washington State employ more than 15,000 people in Washington, and boast nearly 32,000 employees globally. The important economic role that these businesses play is clear—they are, in many ways, the economic engine that drives Washington State and the Pacific Northwest more generally. Yet with an ever-changing economy, the best path forward for these companies isn’t always clear.

This year’s FCHB Summit will once again provide an intimate setting in which attendees can learn key practical strategies from knowledgeable advisors combined with invaluable peer insights to help ensure a thriving, sustainable business for generations to come. The full-day Summit will touch on the most pressing topics facing family and closely held businesses today, while offering ample opportunities for peer exchange and networking.

Keynote speaker Mark Green, Co-Director and Co-Founder of the Pacific Family Business, Institute will dive into the nuances of intergenerational differences, discussing how differences in everything from ethos to technology use can influence otherwise standard business interactions, serving as the source of tension and often dysfunction in family and closely held businesses.

The keynote speech by Mark will be followed by two roundtable sessions. The first panel, an impressive array of regional family business executives, will share their personal stories and lessons learned from their business successions and exit strategies. Panelists include executives from Campbell’s Resort, Dick’s Drive-in and Plymouth Poultry. The second panel features advisors from law, accounting, investment banking, and wealth management who will demonstrate how owners can benefit from a team approach to tackle typical family business issues and ensure the best outcomes. Panelists include seasoned advisors from Bader Martin PS, BMO Capital Markets, Key Private Bank and our own Hal Snow.

The second keynote of the day will be delivered by Glen Hiemstra, Futurist and Founder of Futurist.com. Glen will offer an overview of future trends and the next wave of new technologies and social shifts—how they will impact jobs, work, and business opportunity. His talk will be followed by opportunities for exchange and networking among attendees, and subsequently, a Q&A session with Glen to discuss the challenges faced by the audience members in the room. The Summit will conclude with networking and cocktails.

The FCHB Summit is a forum that truly serves as a unique opportunity for in-depth exchange and collaborative conversation among those tackling the challenges faced by family and closely held businesses. It touches on key topics that family-owned companies are grappling with, and offers innovative and concrete strategies that they can employ to solidify their business and ensure an enduring future.

RSVP now to reserve your seats.

We look forward to seeing you there!

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About Us
Foster Garvey’s Family-Owned & Closely Held Business practice group comprises strategic advisors and core practitioners who understand the intersection between law and the unique challenges of running a family business. With more than one hundred years of combined experience, our family-owned and closely held business practice offers clients extensive resources and a knowledgeable team of family wealth advisors across the United States.
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