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NextGen Breakfast Roundtable
(NextGen Only)

Thursday, May 17, 2018
7:45 am
- 9:30 am

Private Event


JW Marriott
235 Louis St NW
Grand Rapids, MI 49503 United States
+ Google Map
(616) 242-1500

NextGen Breakfast Roundtable

Sponsored by PwC


Email Catherine Fell at catherine@fbagr.org

Jon Flak, leader of PwC’s Family Business Service will engage with NextGen’s in a small group setting for a dynamic discussion and dialogue around pressing topics. This will include strategic planning, diversification, innovation, the talent gap, or any other topics that would be relevant to the next generation.


Jon Flak | PwC

Jonathan is the leader of PwC’s Family Business Services practice and an assurance partner in PwC’s Nashville office. In his role leading the US family business practice, Jonathan spearheads the strategy, operations, talent development, thought-leadership, and marketing for the sector. He has published several thought leadership pieces on family governance, strategy and succession for families, which have been included in articles in national and international publications. His efforts focus on developing collaborative, trusted and valued relationships with his family business clients, anticipating their needs and creating the right approach to help them achieve their family and business goals.

Jonathan is a lead engagement partner to some of the US’s largest family-owned businesses. In that capacity, he leverages PwC’s extensive global network of partners and works with external advisors (attorneys, family business counselors, trust advisors) as needed to ensure the delivery of innovative solutions to multi-generational family businesses.

His innovative and visionary spirit instills an empathetic mindset in his teams, creating a differentiating client experience. His entrepreneurial drive stems from his experience launching two offices for the US firm (Nashville & Charleston) where he identified and developed high-performing teams, quickly gaining deep client trust and respect.

Jonathan has developed extensive international experience with multi-billion dollar private clients. He started his career in the Carolinas working on large privately-held businesses in the retail, distribution, media, and manufacturing industries.

Jonathan received a BA from Wofford College and is a member of the Tennessee and South Carolina Societies of Certified Public Accountants. Jonathan is also a guest lecturer at the Center for Family Enterprises at the Kellogg School of Management at Northwestern University, Vanderbilt University and the University of Southern California.

Jonathan’s passion for family businesses starts with his own commitment to family. His wife, English, is a pediatric cardiologist at Vanderbilt Children’s and have three girls Laney, Sadie, and Clara.