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Garvey Schubert Barer is proud to co-host its 3nd Annual Family and Closely Held Business (FCHB) Summit with Bader Martin, BMO Capital MarketsPillar 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.  

Garvey Schubert Barer is proud to co-host its 2nd Annual Family and Closely Held Business Summit with USI Kibble & PrenticeBader Martin, and BMO Capital Markets held on Thursday, October 27, 2016 at Hyatt at Olive 8 in Seattle, Washington.

The Pacific Northwest has the highest concentration of family owned and closely held businesses in the country. Perhaps this is due to the vestiges of the frontier spirit, which is still visible in the culture of entrepreneurship that is characteristic of our region. The Summit will consist of national keynote speakers and top-level family and closely held business advisors, and is geared towards providing actionable, practicable information for family or closely held businesses. It will address the pressing issues impacting these enterprises now and in the future, including the pertinent issues surrounding the outcome of the upcoming presidential election.

RHaller300_3GSB Owner Rochelle L. Haller shares the "Crucial Elements of Successful Succession Planning" in an article in the Puget Sound Business Journal. Read article here (subscription required).

PrintA family feud recently unfolded in the Connecticut probate court, a typical venue for family feuds to play out after the death of a successful business owner. That is the case especially when a contested will is produced favoring one child over another and there are allegations that the decedent suffered from dementia. In this case, adult siblings Dr. Laura Jarmoc and her brother, former state Representative Stephen Jarmoc, dispute whether Stephen looted his father Edwin Jarmoc’s estate starting in 1998 by transferring assets to himself, amounting to unjust enrichment at the expense of Edwin’s estate and Laura, as rightful 50% beneficiary. The Estate of Edwin A. Jarmoc tells the cautionary tale of a family business’s likely demise due to poor succession planning.

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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.
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