Contact us for more information about helping your business family thrive

• 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.
• Leadership Labs. Forum member companies are eligible for admission to Leadership Labs. Our Leadership 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).