Membership

Choose from three distinct Forum Group engagement options that understand the evolution from a Family Enterprise to a prosperous enterprising family.

A COMMUNITY OF SUCCESSFUL BUSINESS PEERS

Membership Benefits

  • Curated network of peers who share first-hand what family business involvement means

  • Long-term relationships forged over personal and professional issue processing

  • Peer group support and feedback on pressing issues

  • Ownership and management transition strategy discussions

  • Acquire leadership acumen to support long-term success in family, ownership and business

  • Attain insight into potential pitfalls and issues before they arise

  • Explore family business topics and roles - shareholder development, succession, etc.

  • Active goal setting and accountability board

  • Tour facilities, network at social events, meet successful leaders and develop new friendships

  • Annual summit for Forums members and guests by invitation only

Top Qualities of an Ideal Family Business Peer Roundtable Member

  • Active Family Business Ownership, Stakeholder or Leadership Role

    Serves as a CEO, president, board member or active in a family-owned business AND/OR owner or future owner, has ownership interest in the family business.

  • Commitment to Confidentiality

    Understands and respects the need for a trusted, confidential environment for open discussions.

  • Willingness to Share & Learn

    Open to both giving and receiving insights, experiences, and constructive feedback.

  • Long-Term Vision

    Focused on sustaining the business across generations, navigating succession planning, and preserving family values.

  • Strategic Mindset

    Engaged in high-level business decisions, growth strategies, and leadership development.

  • Emotional Intelligence

    Capable of managing family dynamics while leading effectively within the business.

  • Growth-Oriented

    Willing to challenge assumptions, embrace new perspectives, and evolve as a leader.

  • Collaborative Spirit

    Values peer-to-peer learning and supports fellow members with encouragement and actionable insights.

  • Accountability & Engagement

    Actively participates, attends meetings regularly, and contributes meaningfully to discussions.

  • Industry & Business Diversity

    While industry expertise varies, a balance of different perspectives enhances the group’s value.

Find Your Forum

Monthly Forum Group

  • Thursday, Friday, and Wednesday (Coming Soon)

  • 12x In-Person Monthly Forum Meetings - morning session followed by lunch

  • Quarterly Working Lunch Session

  • 4x 1:1 Sessions with Inge Plautz*

  • Annual Networking Event

  • Annual Forums for Family Business Summit**

  • Curated Speakers Series

  • Access to FamilyNavigator assessment tool

*Coaching and advisory sessions

**Family Business Summit registration fees at % membership discount, travel & lodging extra

CEO Forum

  • 4x In-Person Forum Meetings - dinner followed by full day session

  • CEO Forum is a national membership, travel expenses in addition to membership.

  • 4x 1:1 Sessions with Inge Plautz*

  • Annual Networking Event

  • Annual Forums for Family Business Summit**

  • Curated Speakers Series

  • Access to FamilyNavigator assessment tool

*Coaching and advisory sessions

**Family Business Summit registration fees at % membership discount, travel & lodging extra

Women’s Forum

  • 4x In-Person Women in Family Business Forum Meetings - morning sessions with working lunch

  • Women’s group open to spouses of family business stakeholders

  • 4x 1:1 Sessions with Inge Plautz*

  • Annual Networking Event

  • Annual Forums for Family Business Summit**

  • Curated Speakers Series

  • Access to FamilyNavigator assessment tool

*Coaching and advisory sessions

**Family Business Summit registration fees at % membership discount, travel & lodging extra