Join other family & closely held companies as we navigate the complex issues of maintaining a successful, sustainable family or closely held business. It’s your opportunity to learn and network with others who are on the same journey as they strive to build wealth and create a lasting legacy.

• 2023 Family & Closely Held Business Summit
• 2022 Family & Closely Held Business Summit
• 2021 Family & Closely Held Business Summit
• 2020 Family & Closely Held Business Summit
• 2019 Family & Closely Held Business Summit
• 2018 Family & Closely Held Business Summit
• 2017 Family & Closely Held Business Summit
• 2016 Family & Closely Held Business Summit

Interested in sponsoring an event? To reap the benefits of the ultimate in-person marketing opportunity contact Linda Crawford, Director of Sales, to discuss opportunities. Event sponsorships are limited.