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DC Family Business Forum

About DC Family Business Forum

The mission of the DC Family Business Forum is to promote and foster the growth and ongoing success of family businesses through learning, sharing and creating effective solutions regarding the critical issues and challenges confronting family businesses in the Washington, DC metropolitan region. Presentations and seminars are supported entirely by multi-disciplinary sponsors who are involved in working with family businesses as part of their routine practice.

Attendance to lectures and presentations sponsored by the DC Family Business Forum is offered by invitation only to a limited number of family-owned businesses. Participation in activities is restricted to invitees and sponsors. An invitation is extended by sponsors to family businesses who have the ability to benefit from and participate in the lecture series. Invited businesses will generally have a family member with controlling interest in the business and at least one family member currently employed in the business.


Sponsors


2017-2018 Schedule (Year 2)

Family Systems and Family Governance - Ellen Perry (GenSpring)
September 12, 2017
  • Complexities of family wealth, particularly around closely held businesses
  • How to prepare the rising generation to become thoughtful stewards
  • How to successfully transition family wealth and values while understanding the next generation’s aspirations
  • How to create a blueprint for family governance

Successful Succession - All You Need is a Little Luck - The Luck Family
November 14, 2017

The Luck family will discuss issues they faced with succession planning.


Family Security Discussion - Kris Coleman (RedFive Security)
January 9, 2018

A discussion on how to keep your family safe, your identity secure, and your cyber-life private.


Family Business - What Can Go Wrong - John Kane (Kane Co.)
March 13, 2018

A number of factors can play into the failure of a family business, but experts believe the number one leading cause is lack of communication and expectation between generations.



2016-2017 Schedule (Year 1)

Lone Ranger - I Did It My Way
October 18, 2016 - Sheila Johnson (Salamander Resorts)

Sheila Johnson is co-Founder of BET Networks, Founder and CEO of Salamander Resorts. Read more for full bio.


Transition: Lone Ranger to Sibling Partnership
December 6, 2016 - Peterson Family (Peterson Companies)

The Petersons discussed the Legacy Plan they developed, pursuant to which Milt Peterson has transitioned the ownership and management of his businesses to his children and they, in turn, will transition the businesses to future generations of their family.Read more for full bio.


Sibling Partnership
February 7, 2017 - David Trone (Total Wine)

Total Wine & More is one of the country's largest independent retailer of beer, wine and spirits. However, it is not owned by a publicly traded company or large private equity firm. Read more for full bio.


Transition: Sibling Partnership to Cousin Consortium
April 4, 2017 - Bryant Foulger, Brent Pratt, Cameron Pratt (Foulger-Pratt)

Established in 1963, Foulger-Pratt is a real estate development firm distinguished by its long-term investment focus and extensive experience executing successful mixed-use, transit-oriented projects throughout the Washington D.C. metro area. Read more for full bio.


Going Public, Staying Private
June 6, 2017 - Willy Walker (Walker & Dunlop)

Willy Walker is chairman and chief executive officer of Walker & Dunlop. Under Mr. Walker's leadership, Walker & Dunlop has grown from a small, family-owned business to become one of the largest commercial real estate finance companies in the United States that is listed on the New York Stock Exchange. The Company has repeatedly been named one of the "50 Fastest Growing Companies" in the Washington Region and a "Great Place to Work" by Fortune magazine.