Who we help Trusted Providers & Advisors
You help your clients make wise decisions.
If you serve families in business or with shared assets, you’ve likely seen their challenges up close. You know they can hinder a client’s ability to act on your professional recommendations. Some conflicts can even threaten the longevity of the business and the long-term harmony of the family.
We help you spot what’s holding them back.
With more than 25 years’ experience working with family businesses, we can help you understand those challenges and their impact on critical business, wealth and estate decisions. We can also partner with you to work directly with the family.
Leverage our experience to help your clients find the solutions they need.
Our team brings a breadth and depth of expertise in crucial areas of family business like governance, leadership, communication and group decision making. Through consultation and education, we work with families to align owners around a common vision and shared goals that will guide business strategy and operations. And we help establish effective structures and systems so owners can make critical business decisions with one unified voice.
Likewise, our consultants are steeped in disciplines like psychology, organizational behavior and conflict resolution that impact family dynamics and business decisions. We’ve helped thousands of families communicate more constructively and address sensitive topics — like addiction, divorce and strained relationships — in a safe, neutral space where all voices can be heard.
Most business advisors build blast shields. You guys disarm live time bombs!” remarked a friend of our firm, who just so happens to be a lawyer.
Drew Mendoza, FBCG Senior Advisor
Trainings, Presentations & Workshops
Custom programs to educate and prepare you to navigate complex family issues.
As non-competitive resources, we have extensive knowledge of the ways the family business structure and dynamic affect decisions around investing, estate planning, tax planning, ownership, compensation, strategic planning and more. Our presentations equip advisors to better identify when these issues affect their work and how to navigate them.
Drawing on deep expertise, real-world experience and the latest research, our team creates custom keynotes, workshops, webinars and presentations. Our programs can range from one-hour presentations to half-day or full-day programs and multi-day workshops.
Learn more about our trainings, presentations and workshops.
A knowledge base to help you understand your clients’ challenges.
As part of our commitment to helping family enterprises succeed, we author and share a wide variety of educational materials. From best practices and success stories to insights and expert perspectives, our resources keep you current on challenges your clients are facing.
Explore our resources to find case studies, family business articles, webinars and books. Learn about our events supporting the growth and success of your family business clients, including The Family Governance Forum. Or subscribe to our Family Business Advisor newsletter.
Learn more about our educational resources.