Talks on Governance, Succession, and What It Takes to Keep a Family Enterprise Together

Josh speaks to family offices, corporate boards, and industry forums on governance, succession, and family dynamics — drawing on decades sitting on both sides of the table, as an owner and as an advisor.
What Event Organizers Say
"What I appreciate most about Josh is the way he brings together his personal experience and professional expertise. He has a genuine understanding of the complexities families face, and he brings an authentic, thoughtful perspective to the conversation. His insights and practical strategies help families move forward with greater clarity and make meaningful progress toward the goals that matter most."
Managing Director, Multi-Family Office
“Josh facilitated an engaging discussion as part of a family meeting for my client. Several family members commented afterward on how valuable it was to hear directly from a peer business owner. He walked through the specific governance structures and practices his family has developed, sharing examples of how they've evolved. It really brought the concepts to life. Josh’s candor, generosity, and willingness to share his family's experience added tremendous value to the meeting.”
Family Enterprise Advisor

Recent Engagements

UBS Family Office Summit

How and When to Start Governance

June 1, 2026
Star Legend XP

Insights into Long-Term Generational Stewardship: How Enterprising Families Navigate Alignment, Transitions, and Conflict

March 12, 2026
Delaware Valley Family Business Center Event

Grate Innovation and Transitions: Sargento Style

March 11, 2026
Goldman Sachs Family Founders Dinner

For the Future: Enabling Multi-Generational Legacy & Stewardship

January 26, 2026
Cresset Family Office Virtual Event

Success in Succession: Preserving Legacy While Empowering the Next Generation

January 21, 2026
Vistage Family Business Event

Building a Multi-Generational Family Business: What to Consider and How to Do It

June 17, 2026
WMC Foundation Family Business Forum

Keynote: Family Dynamics: The Key to Building an Enduring Family Business Legacy

April 23, 2025

Bring Josh to Your Next Event

Tell me about your audience, and we'll figure out the right conversation.