Pre-Conference Session for Family Business Advisors
Learn how top advisors lead family meetings that build trust, engage rising generations, and unify tax, legal & wealth strategies.
Across tax, legal, and wealth advisory fields, one thing is clear: business owners are demanding a more coordinated approach from their trusted advisors. The days of working in silos are over.
Savvy entrepreneurs now understand that facilitated family meetings are the key to engaging the next generation while helping professional advisors deliver seamlessly integrated advice.
Join Dr. Tom Deans, bestselling author of Every Family’s Business and two other acclaimed books on generational wealth transfer, for a game-changing session that will challenge everything you thought you knew about family meetings.
From coffee growers in Guatemala to some of the wealthiest families in Switzerland, Dr. Deans has seen firsthand how top advisors design and lead conversations that bring families closer, deepen trust, and leave every participant eager for more.
Get ready to reimagine your role—not just as an advisor, but as a catalyst for lasting family success.
Fees:
Member – $199
Non Member – $599
Complimentary for PFBA sponsors
Location:
Canopy by Hilton | Downtown Sioux Falls, SD
