September 10-12, 2025 | JW Marriott Dallas Arts District, TX
Early registration rates valid until July 14, 2025

THE ONLY CONFERENCE FOCUSED EXCLUSIVELY ON CRITICAL WEALTH ISSUES FOR FAMILY BUSINESSES

"This conference has helped our family tremendously."
— 2024 Family Business Legacy attendee

SECURE YOUR LEGACY. PLAN YOUR ESTATE. ENHANCE YOUR WEALTH.

We believe that legacy isn’t inherited — it’s built, nurtured, and sustained.

At Family Business Legacy 2025, we’ll tackle the critical challenges of wealth generation, estate planning, and helping families grow their assets and preserve their values across generations.

Through real-world examples, expert insights, and peer discussions, you’ll:

• Learn how to use estate plans, taxes and trusts to preserve and grow your family wealth.
• Explore practical strategies for grooming NextGens to become responsible stewards, effective leaders and engaged owners — and how to manage the ownership transition process.
• Gain tools for breaking through communication barriers, addressing sensitive topics like wealth and inheritance, and building alignment across generations.
• Discover how strategic philanthropy, impact investing, and shared purpose initiatives can reinforce family identity, drive engagement and foster continuity over time.

Join this unique gathering where family business and family office leaders gain practical strategies to start crucial conversations about wealth preservation and growth, governance to ensure that their family’s purpose, prosperity and values endure across generations.

Join your peers to explore:

• How to Talk about Wealth
• Defining Your Family’s Legacy
• The Architecture of Family Wealth: Structures, Trusts & Tax Strategy
• Designing a Dividend or Distribution Policy
• Liquidity Events and Exit Strategies
• Wealth With Interest: Getting the Whole Family Excited About Investing and Philanthropy
• Owning the Ownership Transition Process

The Family Business Legacy Difference:

• Advice from families and family offices who share lessons learned from their successes...and failures
• Collaborative discussions and peer groups
• Intimate, confidential and honest conversations
• Unparalleled networking opportunities
• No-sell environment

Plus: an optional Pre-Conference Intensive, "Family Office Models: Centralized vs. Distributed Approaches" will focus on structuring effective family offices for varying asset levels and needs.

WHO SHOULD ATTEND

Family Business Legacy helps owners and members of operating family businesses and enterprises, and their family offices, navigate the complex issues surrounding legacy and wealth generation and transfer.

Family Business events approach everything from a real-world perspective. Our moderators are industry experts; our family business and family office speakers share real experiences in an authentic and open environment.

Attendance is limited to family business owners, senior executives (including non-family executives or non-family board members), family trust directors/executives, family council leaders, family office leaders, or shareholders of family-owned businesses whose primary business is other than advising family-owned businesses.

NOTE: All attendees will be vetted to ensure that they are family company leaders, members or shareholders. This event is only for family-run companies or enterprises. Senior advisers to family companies may attend ONLY with the family company they represent.

OUR SPONSORS

Cancellation Policy

All conference cancellations must be requested in writing and sent to Alyssa Penecale, Family Business Magazine, 1845 Walnut St., Ste 900, Philadelphia, PA 19103 or emailed to alyssa.penecale@familybusinessmagazine.com. Registrants who cancel more than four weeks prior to the program date are entitled to a full refund of the registration fee less an administrative fee of $150 per registrant; if canceled within 30 days, but more than 10 business days prior to the conference date, 50% of the conference registration fee will be refunded less an administrative fee of $150 per registrant; within 10 business days of the conference date and no shows, no refund is possible.

Family Business Magazine may cancel the program if attendance does not meet required levels; in case of cancellation or rescheduling, full refunds of registration fees will be made. Travel fares and hotel deposits cannot be reimbursed.