From 1995 to Today: Lessons from Our 30-Year Family Business Benchmark | FBCG & Plante Moran

How have family enterprise governance, succession planning, and ownership alignment changed over the last 30 years? In this benchmark webinar hosted by The Family Business Consulting Group (FBCG) and Plante Moran, Kristi Daeda (President & CEO, FBCG) and Jeff Watkins, CPA, J.D. (Partner, Plante Moran) dive into the findings of The American Family Business Survey 1995–2025: A 30-Year Benchmark Study. Key Takeaways & Quick Answers What is the 30-Year Family Business Benchmark? A landmark comparative study analyzing how American multi-generational family enterprises approached ownership, board development, continuity, and family dynamics from 1995 to 2025. What has changed in family business over 30 years? Governance structures, next-generation preparation, and formal policy development have evolved significantly to meet changing market pressures and modern wealth management needs. What has remained the same? The core challenges—balancing family communication, conflict resolution, ownership alignment, and navigating leadership succession—remain top priorities across generations. Timestamps & Key Chapters 00:00 - Introduction: 30 Years of Family Business Data 05:15 - Who Responded 12:30 - What Has Changed in Family Enterprise Practices (1995 vs. Today) 24:45 - Top Priorities & Concerns for Family Businesses Today 38:10 - Challenges Family Businesses Face 45:00 - Lookin Ahead and Q&A with Kristi Daeda & Jeff Watkins Featured Speakers Kristi Daeda - President & CEO, The Family Business Consulting Group (FBCG) Jeff Watkins, CPA, J.D. - Partner, Wealth Management, Plante Moran Learn more about FBCG: https://www.thefbcg.com/ Learn more about Plante Moran: https://www.plantemoran.com/ Frequently Asked Questions (FAQs) Q: What is the main focus of the American Family Business Survey? A: The survey examines shifts in governance, ownership alignment, strategic planning, family enterprise continuity, and succession planning among U.S. family-owned businesses across three decades. Q: Who should watch this webinar? A: Family business owners, multi-generational enterprising families, family office directors, board members, and advisors in wealth management and succession planning. #FamilyBusiness #SuccessionPlanning #FamilyEnterprise #PlanteMoran #FBCG #BusinessGovernance #WealthManagement #FamilyOffice