我们的工作和你的成功
从教育开始.
Educating families and those who support them is at the heart of what we do. Our educational programs break down complex challenges that families in business face and shed light on the opportunities they present. We produce more than 100 educational sessions every year for enterprising families, 特许经营, dealers and trade associations.利用专业知识, real-world experience and the latest research, our team creates custom keynotes, 研讨会, webinars and presentations to give audiences the knowledge and confidence to take positive action.
为家庭观众
Our team has an incredible depth and breadth of experience with a wide variety of family business topics, from governance and conflict resolution to leadership and succession. For audiences familiar with family business issues and systems, our presentations can be both high-level and deeply practical. 演讲 are always customized to the audience so they’re applicable to their specific situation.
For 贸易协会, Franchisors & 经销商集团
In many industries, the majority of companies are family-owned and/or operated. Many also deal with common family business issues every day that have a negative impact on decision making, management and competitiveness. Yet they often aren’t aware there are ways to minimize the damage and align the family to provide a competitive advantage.
Our team has had the privilege of presenting for a range of 特许经营 and dealers, 以及公司, associations and other groups. 对行业的观众, we often present introductory-level topics for family businesses, followed by similar topics targeted to non-family companies.
为顾问
Any advisor to family business or family wealth will eventually meet with challenges due to complicated family dynamics. These issues can become obstacles that prevent family members from acting on their professional recommendations.
As non-competitive resources, we have extensive knowledge of the ways the family business structure and dynamic affects decisions around investing, 遗产规划, 税收筹划, 所有权, 补偿, strategic planning and more. Our presentations equip advisors to better identify when these issues affect their work and how to navigate them.
Service providers and advisors we’ve had the honor of presenting for:
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- 美国银行家
- 美国运通的税收 & 业务服务
- 美国银行(Bank of America)
- 美国大通曼哈顿银行
- CPA Associates International
- 添惠
- Entrepreneur’s Organization
- 恩斯特 & 年轻的
- 均富
- 哈里斯信托银行
- 荷兰 & 骑士LLP)
- J.P. 摩根的私人银行
- 毕马威(KPMG)
- 拉萨尔国家银行
- MassMutual
- 美林(Merrill Lynch)
- 摩根士丹利(Morgan Stanley)
- Northwestern Mutual Financial Network
- 美邦
- 旅行者的生活 & 年金
- 富国银行(Wells Fargo)
- Zions Bancorp