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Membership Benefits

Membership in our Forum includes:

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