We Help Advisors Expand Their Impact with Client Families for Improved Engagement and Retention
Whether you’re a wealth manager, trust and estate attorney, commercial banker or accountant, we’ll help you understand and navigate family client dynamics, as well as protect and reinforce your long-term client relationships. Since 2003, Continuity Family Business Consulting’s solutions have helped hundreds of families improve decision-making, manage disagreement, and maximize generational wealth.
Situations We Help Address
A Lack of Governance
Families or family enterprises that lack decision-making structure or formal board oversight
How We Collaborate with Advisors
We can work in a behind-the-scenes support role, side-by-side collaborative role, referred-in role, or advisory role. We’re often a confidential “sounding board” for many advisors behind the scenes, while others have us serve in a short-term capacity with their clients directly, especially for circumstances that would be a conflict of interest for the advisor or put the advisor’s long-term client relationship at risk. Whatever the need, we’re here to make you look good.
Let’s Get Acquainted
We’ll meet with you in-person or virtually to learn about your needs and determine whether we’re a good fit for you and your client base.