Webinar Date: Wednesday, September 30, 2026 11 AM CT | 12 PM ET | 9 AM PT
In 1995, a landmark survey captured how American family enterprises approached ownership, governance, succession, and family dynamics. Thirty years later, Plante Moran and The Family Business Consulting Group partnered to revisit the study, offering a rare look at what has changed, what has remained consistent, and what family enterprises should be paying attention to now.
Join two leaders from the research team, Kristi Daeda, President & CEO of FBCG, and Jeff Watkins, Partner in Wealth Management at Plante Moran, for a data-driven conversation introducing The American Family Business Survey 1995–2025: A 30-Year Benchmark Study.
Lo que aprenderá
- What Has Changed—and What Hasn’t: See how family enterprise practices have shifted over 30 years, and where they have remained remarkably consistent.
- Today’s Top Concerns: Understand the issues family enterprises are most focused on now and how they compare with those identified in 1995.
- What the Data Means for Your Family: Consider what these findings suggest about where to focus your family enterprise’s attention going forward.
This one-hour webinar includes 15 minutes of open Q&A to address your questions directly. The complete benchmark study will also be available for download.
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Presented by: Plante Moran & The Family Business Consulting Group
Conozca a los anfitriones
Kristi Daeda the president and CEO of The Family Business Consulting Group, where she leads the firm's mission to help multi-generational family enterprises build strong enterprises and strong families through clarity of vision, aligned energies, and effective family engagement.
Jeff Watkins, CPA, J.D. is a Partner in Plante Moran’s Wealth Management practice, serving as a personal CFO to high-net-worth business owners, entrepreneurs, and family offices.