• Upstate NY Family Business Day Symposium
    September 24, 2019 - September 24, 2019

    The Upstate New York Family Business Day Symposium (UNYFBDS) event was created to support the lifeblood of the Upstate NY economy – family owned businesses. The UNYFBDS will take place at the RIT Inn and Conference Center, 5257 W. Henrietta Rd., Henrietta, NY 14467; (585) 359-1800.

    Seminars and workshops will continue throughout the day, from 10 a.m. to 5 p.m. Registration and networking begins at 9:30 a.m.

    Jeff Savlov of Blum and Savlov, a family business and wealth consulting firm, will present his acclaimed and highly interactive workshop, “What Your Family Business Can Learn from the Rock Band Metallica.”

    Cathy Carroll of Legacy Onward will deliver a talk entitled “Greater Profits Through Greater Performance: How to Develop the Next Generation of Leaders in the Family Business.”

    Family wealth adviser Michael Palumbos’ presentation, “The Four Decisions of Business Growth and How Family Businesses Can Leverage Them,” will dive into the critical decisions every business owner must make and shares ways that family businesses can either leverage them or hindered by them.

    For more information, contact symposium organizer Rick Rivers at (585) 586-6906 or;

  • Family Business Generational Wealth 2019
    September 25, 2019 - September 27, 2019

    Family Business Generational Wealth 2019 is the only wealth management conference for active family businesses and enterprises.

    Created by Family Business Magazine, it focuses on real-world solutions to wealth management across generations, presented by family business executives and shareholders themselves.

    The conference will take place Sept. 25-27, 2019, at the Westin Chicago River North, Chicago, IL.

    Learn more at


  • “Common Roadblocks and Paths for Resolution in Family-Owned Business Disputes”
    October 16, 2019 - October 16, 2019

    Best Practice event sponsored by the Delaware Valley Family Business Center, 8:30 to 10 a.m., at Fox Rothschild LLP, Blue Bell Pa. Legal disputes can be disruptive, time-consuming, and expensive. These disagreements usually come from three Ps:

    • Paper: We disagree on some of the key documents we have on file
    • Process: We disagree on who makes decisions and how they get made
    • People: We find ourselves in conflict and lack clear communication and understanding about what to do next

    Family members who work together will inevitably have conflict. These three areas are common roadblocks that many family businesses face. Bill Wanger of Fox Rothschild and DVFBC advisers will discuss these common roadblocks and ways to move past them with clarity and understanding. For information, see the event web page.

  • Transitions Fall 2019
    November 6, 2019 - November 8, 2019

    Transitions Fall 2019 will take place November 6-8, 2019, at the Newport Beach Marriott Hotel & Spa, Newport Beach, CA.

    The conference theme is "Planning for Growth, Success and Unity."

    Connect with other multigenerational family businesses and experts in an intimate, confidential environment to share real-life problems and real-life solutions. Be a part of the collaborative and guided discussions on issues that all family businesses are facing today.

    For more information, please see the event web page.


  • “Driven to Serve: 5 Generations of Bergeys”
    November 14, 2019 - November 14, 2019

    Dinner Forum sponsored by the Delaware Valley Family Business Center, 5:30 to 8:30 p.m., at Franklin Commons, Phoenixville, Pa.. More details coming soon. For information, see the event web page.

  • “Invisible Decision Makers: Spouses in the Family Business”
    December 5, 2019 - December 5, 2019

    Best Practice event sponsored by the Delaware Valley Family Business Center, 8:30 to 10 a.m., at HRMML, Lansdale, Pa. Spouses are often the invisible influencers and decision makers, both in the family and in the business. What are ways we can honor their contribution, create better ways for their voices to be heard, and just have better communication all around? Join Andrew Grau from HRMML and the advisers from DVFBC to learn more. For information, see the event web page.