Family Business Transitions Fall 2022

November 2-4
Marriott Marina del Rey, CA

Connect with other multigenerational family businesses and experts in a “safe harbor” environment to openly share real-life issues and challenges with other families.

The past 40 years have seen a growing emphasis on professionalizing the family business as well as the members of the family who own the business. You’ve professionalized your operations by hiring key non-family team members and upgrading your systems. You’ve professionalized the family with family councils and other governance structures.

Why Transitions?

  • Speakers from family companies: Our focus is on speakers from family enterprises, sharing real-life problems and solutions.
  • Intimate, open environment: Limited attendance, and a private “safe harbor” environment in which to openly share challenges and opportunities with other families.
  • Collaborative discussions: Opportunities to work through family issues via guided discussions.
  • No-Sell environment: Conference sponsors understand and commit to participating as thought leaders and experts, and are restricted from actively selling their products and services.
  • Peer Groups: Attendees get the opportunity to engage in small working groups with an indsutry expert facilitating the session. This is a tech-free place for you to share stories, resources and experiences in a confidential environment with other family businesses. YOu even get to select the topic you want to address most in our pre-conference questionnaire, so you can be sure to get the most out of your experience.
  • Networking with families like yours: Hosted networking, opening reception, meals, breaks and workshops are all designed to allow you to meet many family enterprise attendees.
  • Family focus: Brought to you by family-owned Family Business Magazine. We use family-owned or family-controlled hotels, transportation services, restaurants and service providers whenever possible. We believe in, and invest in, America’s family businesses.

Policy and Taxation Group is the Voice for Family Offices and Successful Individuals in Washington, DC focused exclusively on the critical tax and economic policies that impact them.

Since 1995, Policy and Taxation Group has been the leading advocacy group working to reduce and eliminate estate tax, gift tax, and generation skipping transfer tax while blocking increased income tax and capital gains taxes, the creation of a wealth tax, and other hostile tax policies that punish hardworking taxpayers and success.

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 individuals and protecting a lifetime of savings has never been greater. Now more than ever, family offices and successful individuals are under fire. That’s why Policy and Taxation Group is passionately working to increase the awareness of issues important to family offices and successful individuals, while continuing to strengthen our presence on Capitol Hill.

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