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Premium Learning Opportunities

• Forums provide a safe place to learn and interact face to face with other members and business families who share similar challenges and opportunities, the heart of our Learning Community!
• Mini-Forums provide more intimate, small group settings for discussions on relevant family business topics.
• Virtual Forums provide opportunities to learn from wherever you are from other business families and experienced advisors!
• Online Learning provides exclusive access to "Member Only" sections of our website including blogs, articles and videos on relevant family business topics. Learn and contribute to ongoing best practices and stay current with the latest thought leadership!
• Family Business magazine is written exclusively for owners and managers of family companies; members receive a 25% subscription discount.
• Family Business Handbook series is written exclusively for owners and managers of family companies; members receive a 25% subscription discount.
• Membership Directory facilitates member-to-member ongoing interactions, conversations and learning beyond the Forums, which we strongly encourage!

  Membership includes 1 registration to each Forum, 2 registrations to each Mini-Forum, and unlimited registrations to Virtual Forums.

Family Meeting/Consultation

• New members receive a confidential session with your family to clarify your objectives and introduce resources to help you prepare for another generation of success.
• Renewing members receive a confidential "check-in" session with your family to assess progress, and address next steps on your family business journey.

Peer Group Eligibility

Member companies are eligible for admission to Leadership Labs which fast track the growth and development of current and rising family business leaders, successors and shareholders, and current CEO's/leaders through executive coaching, group processing of member issues, and input from experts.

Family Business Assessments

• Estate Planning Fire Drill. A quick, concise process designed to identify and resolve problems associated with your untimely death, culminating in a valuable written report (Jon Samel, Hamburg, Rubin, Mullin, Maxwell & Lupin).
• Financial Scorecard. A complete diagnostic review of your firm’s important financial and operational indicators (Mario Vicari, Kreischer Miller).
• Property & Casualty Tape Measure. A review of your property & casualty insurance program (Chad Lacher, Lacher & Associates).
• Employee Benefits Flashlight. A review of your employee benefits program (Mark Lacher, Lacher & Associates).
• Generational Risk Analysis. Outlines potential gaps in senior generation's personal insurance, while evaluating corporate insurance programs for succeeding generations (Mark Lacher, Lacher & Associates).