Skip to content

Membership Benefits

Membership in our Forum includes:

  • A 90-minute Initial Family Business Consult with one or two of our experienced family business advisors
  • Community Building: networking, connecting, and learning with some of the best enterprising families in the region
  • Registrations to our Forums for your family members, shareholders, management team, and board
  • 2025 Theme Book: Give and Take by Adam Grant

Quick Preview of Our Upcoming Forums:

Initial Consultations with Trusted Professional Advisors on Important Issues Facing Families:

  • Initial Family Business Consult
  • Financial Planning Consult
  • Estate Planning Fire Drill
  • Recruiting & Sourcing Assistance
  • Legal Consult
  • Business Transition Readiness Assessment
  • Financial Scorecard
  • Healthcare & Benefits Cost Assessment
  • Brand Audit Sprint