Garvey Schubert Barer is proud to co-host its 3nd Annual Family and Closely Held Business (FCHB) Summit with Bader Martin, BMO Capital Markets, Pillar International Insurance Advisors and Key Private Bank to be held on Thursday, October 26, 2017 at the Bell Harbor International Conference Center in Seattle, Washington.
With the top 50 family-owned businesses in Washington being responsible for more than $9 billion in revenue, these businesses are the economic engine that drives our state and the overall Pacific Northwest.
This year’s Summit will provide an intimate setting for peer-peer networking, engagement with the ecosystem of advisors and presentations from experts and actual family business owners. The half-day event will delve into the most pressing topics surrounding family-owned and closely held businesses via an advisor roundtable, two riveting keynotes and an executive panel.
After a delicious lunch, the 2017 Summit will kick off with a keynote by George Mateyo, chief investment officer at Key Private Bank, titled “What to Expect When You’re Investing.” Mateyo will probe into the risks and rewards of investing in family business, providing essential information for anyone involved in this type of business.
Afterward, an Advisors Roundtable will feature a 360-degree view of key issues facing FCHB’s, and how owners can benefit from a team approach to ensure the best outcomes. The panel will be comprised of:
- Hal Snow, an owner at Garvey Schubert Barer and a member of the Family and Closely Held Business Practice Group;
- Rod Bench, a principal at Pillar International Insurance Investors;
- Francis Brown, a wealth specialist and senior vice president at Key Private Bank,
- Cameron Hewes, the managing director of mergers and acquisitions at BMO Markets;
- David Stiefel, a managing principal and director of family business services at Bader Martin PS;
The second keynote, “Successful Successions,” will be given by Jim Warjone, who led the Seattle-based Port Blakely Companies from 1980 as president, and later as CEO and chairman, until 2014 when he retired. Jim is well-versed in family company succession strategies, as well as family governance systems and their implementation.
Finally, the Summit will reconvene for its executive panel on family business. With constructive and dynamic advice, the panelists will share their deep understanding of topical issues resulting from owning, running and transitioning a family-owned or closely held business. Panelists include: Shaiza Damji, Managing Director of 360 Hotel Group and Foss Miller, founder of Pacific Research Labs dba Sawbones.
The Summit will conclude with networking and cocktails.
The Summit will be full of collaborative conversation that is essential to those trying to better understand the complex topics of family-owned and closely held businesses. Dive into learning about the inevitable challenges that arise throughout the process of owning one of these businesses, and solutions to those problems from the Summit’s team of renown experts.
We look forward to seeing you there!
- Garvey Schubert Barer, Bader Martin, BMO Capital Markets, Pillar International Insurance Advisors and Key Private Bank
Hal Snow has 39 years of experience counseling families and business owners in the areas of business succession planning, asset protection planning, wealth transfer and transfer tax minimization. In the estate planning area ...
Rochelle brings over a decade of estate planning experience to Garvey Schubert Barer. She started her practice in New York City at Davidson, Dawson & Clark, a well-established boutique estate planning law firm. After several years ...
Garvey Schubert Barer’s family-owned and closely held businesses 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 businesses practice offers clients extensive resources and a knowledgeable team of family wealth advisors across the Unites States.