Family Insiders program
Join our complimentary private Family Insiders Program
Only for successful families and family businesses.
This complimentary program combines our own internal expertise and resources with direct insights from real family members of successful families to bring you insights on the most innovative and relevant family leadership and stewardship topics.Â
What Can You Expect as a Family Insider?
We know you lead busy and demanding lives; therefore, this program is intended to be high value but low touchpoint. The program includes:
- Quarterly Family Insights emails, which are full of insights and best practices reflecting what other successful families are doing regarding:
– Preparing your next generation for leadership and stewardship
– Setting up governance structures
– Communicating about the opportunities and responsibilities of family wealth
– Establishing a family charter
– Strengthening your family culture and relationships
– Designing a succession or transition plan for your family business - Exclusive invitations to our Family Insider Webinars. These webinars are designed to be both educational and provide actionable takeaways and tools for you and your family.Â