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
We’re Proud to Sponsor the Event Where Business Families Work on the Business of the Family
We’re excited to share that we’ll be at Transitions Spring 2026, taking place March 18-20 in St. Petersburg, FL— and we’d love for you to join us there.
This one-of-a-kind event brings together families who are actively working on the business of the family — strengthening succession, deepening engagement across generations and building governance that supports unity and long-term success.
As a sponsor, we’re offering our clients and colleagues an exclusive 15% discount to attend. Use code FEUSA15 when registering to save.
Why Attend?
- Gain practical tools for building governance structures that bring new voices into decision-making and strengthen shared leadership across generations.
- Learn how other multigenerational families prepare rising owners — and support seasoned leaders — through education, clarity and intentional engagement.
- Discover approaches to aligning personal identity, family culture and business responsibility, especially during moments of transition.
- Hear real-world stories from families who have navigated ownership shifts, cultural change and cross-generational collaboration with honesty and humility.
Come connect with us — and with other families who are working to create lasting balance between identity, culture and leadership across generations.
Register Now and use code FEUSA15 for 15% off.
https://events.familybusinessmagazine.com/event/TS26/summary
We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask…
As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a supporter.
The need for fact-based reporting of issues important to family offices and successful families and protecting a lifetime of savings has never been greater. Now more than ever, family offices and successful families are under fire. That’s why Family Enterprise USA Action is passionately working to increase the awareness of issues important to family offices and successful families, while continuing to strengthen our presence on Capitol Hill.
Family Enterprise USA Action engages with legislators on Capitol Hill on behalf of family offices, successful families, and family-owned businesses. It is focused exclusively on the critical tax and economic policies that impact them. Since 1995, FEUSA Action has been the leading advocacy group working daily in Washington, D.C., to reduce and eliminate estate tax, gift tax, and generation skipping transfer tax while blocking increased income and capital gains taxes, the creation of a wealth tax, and other hostile policies that punish hardworking taxpayers and success in the U.S. It is a bipartisan 501.c4 organization.
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