DC Family Business Forum

About DC Family Business Forum

The mission of the DC Family Business Forum is to promote and foster the growth and ongoing success of family businesses through learning, sharing and creating effective solutions regarding the critical issues and challenges confronting family businesses in the Washington, DC metropolitan region. Presentations and seminars are supported entirely by multi-disciplinary sponsors who are involved in working with family businesses as part of their routine practice.

Attendance to lectures and presentations sponsored by the DC Family Business Forum is offered by invitation only to a limited number of family-owned businesses. Participation in activities is restricted to invitees and sponsors. An invitation is extended by sponsors to family businesses who have the ability to benefit from and participate in the lecture series. Invited businesses will generally have a family member with controlling interest in the business and at least one family member currently employed in the business.


2017-2018 Schedule

Family Systems and Family Governance - Ellen Perry (GenSpring)
September 12, 2017
  • Complexities of family wealth, particularly around closely held businesses
  • How to prepare the rising generation to become thoughtful stewards
  • How to successfully transition family wealth and values while understanding the next generation’s aspirations
  • How to create a blueprint for family governance

Successful Succession - All You Need is a Little Luck - The Luck Family
November 14, 2017

The Luck family will discuss issues they faced with succession planning.

Family Security Discussion - Kris Coleman (RedFive Security)
January 9, 2018

A discussion on how to keep your family safe, your identity secure, and your cyber-life private.

Family Business - What Can Go Wrong - John Kane (Kane Co.)
March 13, 2018

A number of factors can play into the failure of a family business, but experts believe the number one leading cause is lack of communication and expectation between generations.

Past Schedules



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