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Date: October 26, 2017
Time: 12:00-4:30 p.m.
Location: Seattle, WA

Garvey Schubert Barer, Bader Martin PS, BMO Capital Markets, Pillar International Insurance Advisors and Key Private Bank are co-hosting the 3rd Annual Family and Closely Held Business Summit on Thursday, October 26, 2017 at the Bell Harbor International Conference Center in Seattle, WA. It will address the pressing issues that will impact family and closely held businesses now and in the future.

Register today on Eventbrite!


Executives, owners and managers of family and closely held businesses.


  • Key Private Bank's Chief Investment Officer, George Mateyo, will share insights on current investment trends
  • Jim Warjone, former CEO of fifth-generation, family-owned Port Blakely Companies, discussing succession planning challenges
  • Two roundtable sessions: the first, featuring advisors from law, accounting, investment banking, insurance and wealth management showcasing a cohesive strategy to tackle typical family business issues; the second, featuring regional executives for a 360° view of business succession planning and exit strategy

Leave the program equipped with practical, actionable strategies for addressing challenges facing family and closely held businesses.


11:30 a.m. - 12:00 p.m. - Registration 

12:00 - 12:30 p.m. - Lunch

12:30 - 1:15 p.m. - Keynote – What to Expect When You’re Investing George K. Mateyo | Key Private Bank 

1:15 - 1:30 p.m. - Coffee Break

1:30 - 2:30 p.m.
 - Advisors Roundtable

2:30 - 2:45 p.m. - Coffee Break

2:45 - 3:15 p.m. - Keynote – Successful Successions Jim Warjone | Engel & Völkers (former CEO of Port Blakely Companies)

3:15 - 3:30
 p.m. Break

3:30 - 4:30 p.m - Family Business Executive Panel

  • 360° Hotel Group
  • Alaskan Brewing Company
  • Pacific Research Labs dba Sawbones

4:30 - 7:00 p.m. - Cocktail Reception

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