A Suite of Programs Designed for Family Businesses to Thrive for Generations
We're here to equip you with resources and knowledge to help your family business thrive – regardless of industry, size, or generation.
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Business Advisory & Networking
Live Case Studies
A roadmap for the future of your family business — developed at no cost to you by a multidisciplinary team of professional advisors.
Affinity Peer Groups
These small, highly confidential discussion groups meet regularly, allowing you to share experiences and learn from other members.
Protecting the Wealth of Family Businesses and Family Offices in Today’s Legislative Environment
The Business Case for a Strong Family Business Culture
Fostering Innovation in Your Family Business
Protecting the Wealth of Family Businesses and Family Offices in Today’s Legislative Environment
The Business Case for a Strong Family Business Culture
Fostering Innovation in Your Family Business
Events & Retreats
Ready to take your Board of Directors to the next level?
Next Event: 2025
Launch or improve your family business board at this transformative event for business owners, next-generation leaders, and board members.
Family Business Conference
April 30-May 1, 2025
Two-days of family business inspiration and motivation that’ll transform your thinking around communication, succession, relationships and the future of your family business.
Next Generation Retreat
october 2-3, 2024
A retreat is one of the most important strategies used to help understand and manage the dynamics of family businesses and strengthen the communication system in a family-owned business.
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