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How Can We Serve You?

We’re a family for your family business. Contact us today and a member of our team will respond promptly to learn more about your goals and explore how we can guide your enterprising family to new heights.

Call us: 215-723-8413
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Ways to Get Started

There are many ways to connect with us!

Be Our Guest at a Forum
Our Educational Forums are enjoyable, unique opportunities to connect with us, meet and learn from and with other exceptional business families, and gain thought leadership about successful multi-generational continuity.
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Engage in a Consultation
We will meet with you to understand your vision, questions, and challenges. Together we explore if we’re a good fit to guide the development of a customized Strategic Family Business Continuity Plan and your path forward.
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Visit a Peer Group
For over 35 years our Peer Groups have been undergirding leadership development for enterprising families through our monthly meetings and regular executive coaching led by our expert family business advisors.
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Become an Advisory Network Member
We’ve selected our Advisory Network Members to join us in our commitment to educate and serve our family business learning community. Interested in becoming an Advisory Network Member?
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We’d Love to Hear from You