Our private-labeled solutions empower advisors to facilitate meaningful conversations and connection with family businesses.
The Primer will help you think about the future, not ruminate about the past with 100 prompts specifically designed to address the top challenges you’re facing as a family business.
This publication establishes a connection that honors both our clients business objectives and family values. It says, “We’ve been in those awkward family business meetings too.” – and that authentic understanding speaks volumes.
This publication approaches the struggles of finding the right next person to lead family business in a lighthearted, yet thoughtful manner. It’s one of the most important gifts you can give to a family business legacy.
This product says “We understand the risks and the leap required can feel uncomfortable. We are here to help you balance both worlds.
This product says “We want you to do this planning work but understand you’ve got a lot on your plate.” The on-the-go size makes it convenient for those times you have a spark of genius or a thought you don’t want to forget.