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
2024 Theme Book, Enduring Advantage: Collected Essays on Family Enterprise Success by John A. Davis

Quick Preview of Our Upcoming Forums:

Wed, May 1, 2024: Preparing the Next Generation: So Wealth Doesn’t Screw Up Your Kids, featuring John Nersesian, Head Advisor at PIMCO
Thurs, Sept 12, 2024: Inside/Outside Board: Hoober’s Journey to Independent Directors and a Non-Family CEO, featuring Hoober G3 Shareholders, Independent Directors, and CEO
Thurs, November 21, 2024: Chick-fil-A’s Secret Sauce: Extending a Lasting Legacy, featuring Trudy Cathy White, Ambassador of Chick-fil-A & Founder Truett Cathy’s only daughter

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