Planning, Pivoting, and Diversification

What if succession didn't need to be announced—because it had already happened?

In this episode of The Family Biz Show, we sit down with Peter Roberti, third-generation leader of custom clothier Adrian Jules, to explore what family business governance looks like when it actually works—across generations, personalities, and pressure.

Peter's story isn't about theory. It's about lived governance: earned leadership, deeply rooted trust, and decisions made with legacy—not ego—in mind.

🔹 When Leadership Is Earned, Not Handed Down

"The employee should say, 'I thought he already owned the business.'"

That single sentence reveals the power of effective family business governance. Peter didn't wait to be handed a title. Through years of consistent presence, decision-making, and trust-building, he stepped into leadership long before the org chart reflected it.

In a world where succession planning often brings conflict and confusion, Adrian Jules offers a different path—one where credibility is built, not assigned.

This model of governance isn't about rigid control—it's about intentional visibility, rhythm, and alignment across generations.

🔹 Conflict Prevention Through Rhythm and Real-Time Conversation

Peter makes one thing clear: silence breaks trust.

"If something's bothering you, we talk about it immediately."

At Adrian Jules, communication isn't just encouraged—it's required. Weekly leadership meetings serve as a cornerstone of their family business governance structure, where financials, strategy, and culture are reviewed together—before things spiral.

By naming issues early, the Robertis protect not just the business—but the relationships that power it.

🔹 Scaling Without Sacrificing Values

"We're not willing to sacrifice the client experience—no matter how far we expand."

As many family businesses hit growth bottlenecks, the temptation is to compromise experience in favor of scale. Peter rejects this mindset outright.

Their governance model puts values-first decision-making at the center, ensuring that every expansion effort reflects the legacy—and expectations—that define the Adrian Jules brand.

This balance of tradition and evolution is what enables next generation leadership to thrive without breaking the soul of the business.

🔹 Legacy in the Details: Made in Rochester, Led by the Floor

Peter's story begins on the factory floor, not the boardroom.

"I grew up in the factory. Tailoring is just part of who we are."

This isn't just metaphor. It's proof that real family business governance includes frontline experience, generational mentorship, and brand stewardship from the inside out.

Their choice to continue producing garments in Rochester, NY, isn't just operational—it's philosophical. Governance here means preserving place, people, and pride, not just profits.

🔹 Why This Episode Matters

For legacy-minded leaders and family business advisors who've witnessed firsthand the cost of poor succession planning, Peter's approach offers a compelling alternative.

This isn't just a story about a family business that lasted. It's about how strong family business governance can make legacy feel seamless, credible, and calm.

Whether you're navigating your first generational transition or preparing the next gen to lead, this episode is a masterclass in governance that actually works.

🔚 Powered by the Family Business Flywheel

The Family Biz Show is where real-world family business stories meet practical wisdom. If you're serious about building a legacy, aligning your governance, and setting your next-gen leaders up for success—this episode is a must.

🎧 Listen now, and discover how governance can build trust, not tension.