Custom Workshops for Trusted Family Advisors

Gain Unique Skills to Support Your HNW/UHNW Family Clients

Affluent family clients need your help. Their wealth complexities require more than transactional guidance━they need systemic advice. Family advisors are often caught in the middle of competing interests and goals, yet are asked to help the whole family.

Continuity Family Business Consulting provides short training programs to equip wealth, legal, and tax advisors with new knowledge, strategies, and skills to help navigate family client engagements. From one of the nation’s leading advisory firms for family-owned enterprises, you’ll learn the structures these families use to manage and transition their wealth, how to stimulate impactful conversations that encourage family thriving, and to facilitate the development of the family’s rising generation.

Questions our trainings help advisors address:

  • How can family clients make better financial decisions together?
  • What are family members’ values concerning wealth and are they aligned?
  • How should clients educate their children about what it means to be wealthy and the related opportunities/challenges?
  • How should clients transfer wealth to their children and when?
  • How should clients ensure that their wealth helps (not hurts) their children?
  • How can clients help their children find their purpose given so many choices?
  • What skills are required as children and adults come into wealth?
  • How can client families make better financial decisions together?
  • What are family members’ values concerning wealth and are they aligned?
  • How should clients educate their children about what it means to be wealthy and the related opportunities/challenges?
  • How should clients transfer wealth to their children and when?
  • How should clients ensure that their wealth helps (not hurts) their children?
  • How can clients help their children find their purpose given so many choices?
  • What skills are required as children and adults come into wealth?

There are no simple answers to these questions, but there is a way to approach them productively.

There are no simple answers to these questions, but there is a way to approach them productively.

Training Modules

All programs are customized to meet your interests and needs. They can be structured as a series of short, 1-2 hour programs or as half-day or full-day workshops that are held in-person or virtually. Fees vary depending on the number of workshops, formats requested, and number of participants.

Family Governance

Wealth Integration in Families

Understanding the 4 Types of Capital

Rising Generation Development

Philanthropy that Strengthens Family Relationships

Training Experts

Doug Baumoel

Doug Baumoel is a leading expert, author, and thought leader in family enterprise leadership and operations. As Founder of Continuity Family Business Consulting, he has advised hundreds of family-owned and/or operated enterprises (including Fortune 1000s) about leadership, conflict management, and governance. Read more

Blair Trippe

Blair Trippe is a leading expert, author, and thought leader in family enterprise operations and mediation. As Managing Partner of Continuity Family Business Consulting, she has helped hundreds of family-owned and/or operated enterprises (including Fortune 1000s) resolve conflict and improve decision making.). Read more

Sarah Parker Schlesinger

Sarah Parker Schlesinger has spent the last 25 years working with enterprising families.  Prior to joining Continuity, Sarah helped build the CCC Alliance, one of the world’s largest private, independent, peer-to-peer organizations for UHNW families and single-family offices. Read more

Michael Blacksburg, JD

Michael has spent his career working with families in transition using his diverse background in law, business and wealth advisory.  In 2001, he began his career as an estate planning attorney with his own practice in San Francisco. Read more