Help Your Clients Navigate the Emotional Puzzle of Working with Family

The Challenge Advisors Face

Family businesses present unique challenges where business decisions and family dynamics intertwine. Your clients aren’t just wrestling with standard business problems—they’re navigating complex emotional terrain where personal history, family expectations, and business objectives collide.

OUR ANSWER:

Family Business Life Publications: Speaking to the Heart & Soul of Working with Family

For more than 30 years we’ve created products that advisors could use to stay in front of and add value to their family business clients.

From banks to law firms, trade groups to associations and accounting firms to governments, we’ve proved – with more than 250,000 units in print – that we know how to speak to the heart and soul of working with family. 

Our private labeled solutions empower advisors to facilitate meaningful conversations and connection with family businesses.

Contact us here for speaker/workshop requests ›

TOP FAMILY BUSINESS PUBLICATIONS

THE CHALLENGE:

Family Businesses don’t know where to start – and the idea of trying is overwhelming.
 

THE SOLUTION:

THE PRIMER

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.

THE CHALLENGE:

Genuinely communicating your understanding of the challenges of working with family.

 
THE SOLUTION:

THE FAMILY BUSINESS BOOK

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.

THE CHALLENGE:

Reminding your family business clients that selecting a successor is a critical business decision.
 

THE SOLUTION:

DESKTOP EASEL CALENDAR

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.

THE CHALLENGE:

Foster entrepreneurial mindsets during uncertain times.
 

THE SOLUTION:

An Entrepreneur Journal

This product says “We understand the risks and the leap required can feel uncomfortable. We are here to help you balance both worlds.

THE CHALLENGE:

Family Businesses often need a nudge about the importance of succession planning.
 

THE SOLUTION:

“How to Choose My Successor” Pocket Notebook

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.

CASE STUDY

Supporting Family-owned Businesses in the City of Chicago

Year after year, hundreds of businesses shut their windows, closed their doors, and tossed away their keys. These pillars of Chicago’s economy stopped breathing, no longer able to serve their communities.

Strengthen Connections through Specialty Gifts

Make your mark with FBL branded merchandise! Our coffee mugs, journals, and professional accessories make perfect client gifts and memorable leave-behinds that keep your guidance present in their daily lives. These thoughtful items serve as practical reminders of the family business journey you’re navigating together—turning everyday moments into opportunities for connection and reflection.

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