Family Business Advisor Training

Understanding and Navigating Dynamics in Enterprising Families

As an advisor to families that share business or other assets, there is something you should know:

Managing conflict is the most critical success factor for families that share business or other assets.

This practical training will help you:

Maximize Your Service Impact

Strengthen Client Relationships

Expand Your Opportunities

Is this training for you?

The training can be tailored for professionals in these areas:

  • Attorneys: Corporate, estate, family
  • Dispute resolution: Litigators, mediators, arbitrators
  • Financial: Family office and wealth management, CFPs, CFAs, PE, M&A
  • Human Capital: HR professionals, executive search firms
  • Franchise/Co-op Boards and Executive Teams
  • Industry Vertical Resource Firms: Real estate, entertainment, retail, manufacturing

Topics Covered Include

  • Finding and disarming landmines while navigating family dynamics
  • Working effectively with multi-disciplinary process
  • Differentiating your service in meaningful ways
  • Staying relevant and engaged through client transitions and challenges
  • Encouraging timely adoption of your advice and recommendations

Continuity experts wrote the book on managing differences in families that share assets or business ownership.

Deconstructing Conflict Book

Format and Pricing

Trainings are available in full-day or half-day formats. Half day= $7,500 Full day= $10,000 (Pricing does not include out-of-pocket expenses) Download full advisor training details.

About Us

Since 2003, Continuity Family Business Consulting has helped families around the world build connected, intentional and productive futures. Headquartered in Boston, our advisors offer extensive experience and training in business, family systems, and conflict management.

We know how to effectively integrate the expertise of estate planners, CPAs, key non-family executives, and family business stakeholders – both in and out of the business – to produce plans that work as well for the business as they do for the family.