Family businesses are all unique, yet many of the dynamics and challenges that they face are the same.
Professionals that deal with family enterprises and family wealth can benefit from understanding the impacts that decisions about ownership, governance, compensation, expense handling and more can have on the family system so that they can better understand the pitfalls and opportunities that these decisions bring.
We support legal, accounting, consulting, wealth management, investment, banking and other organizations to equip their team to better understand the complexities of their work as it intersects with the family dynamic, so they can best nurture and protect their relationships with the business and each of the family members.
In-Service programs can range from a one-hour presentation to half-day or full-day programs and can be conducted by webinar or in person.
Contact us for more information on in-service programs.