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- An Initial Family Meeting Orientation. A confidential
session with your family to clarify your objectives and introduce
resources to help prepare your business family for another generation
of success.
- Primer for Business Families. A practical,
how-to introductory booklet which provides a roadmap to help business
families meet together to develop their OWN family business policies
and plans.
- Quarterly Forum Meetings
and Mini-Forums. Learn from successful business families
and experienced family business advisors. Member companies receive
one FREE registration to EACH Quarterly Forum; there is no charge
to attend Mini-Forums.
- Learning Labs.
Forum member companies are eligible for admission to Learning
Labs. Our Next-Generation Learning
Labs fast track the growth and development of family business
successors through executive coaching, group processing of member
issues and input from experts.
- Family
Business magazine. Written exclusively for owners
and managers of family companies, members receive a 25% subscription
discount and 25% off the
Family Business Handbook series.
- The Family Business Advisor®
Newsletter. Complimentary 3-month subscription.
- Membership Directory which facilitates member-to-member
interaction and learning about family business issues.
Membership also includes these complimentary services from our
Forum Partners:
- 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).
- Financial Health Checkup.
(Jan Graybill and Charles Kendra, Legacy
Planning Partners).
- 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).
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