Professional Advisor Study Groups

Study groups identify and integrate existing and emerging knowledge about family businesses though case studies and current research. As a multidisciplinary group, group members seek to expand their understanding of the various professions that serve family businesses. Understanding the many dimensions and dynamics of expert knowledge, advice, consultations and education for family business clients is critical for professionals who desire to distinguish themselves in the family business arena.

As a professional advisor member, each firm is able to designate two representatives to participate in two separate study groups.

Have you ever found yourself in these situations?

  • Your client refuses to finalize a document that they initially requested.
  • Simple business decisions are not made or are not put into practice by your client.
  • You question the next generation’s ability to lead and your client’s ability to be honest with themselves and their children.
  • Your work comes to an abrupt halt with no explanations.

If you are a family business interested in learning more about being a live case study, please contact us at or 605-274-9530.