Family Business Advisor Training

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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

Learn More or Schedule Your Training

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Deconstructing Conflict

Continuity wrote the book on family business conflict.

Now this training brings our experts to you to help take the mystery, stress, and unexpected out of working with the families you serve.

Family business advisor training

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.