Programs & Events

This course focuses on the additional skills and practices that advisors require in order to be effective in addressing the unique issues business family clients encounter.

The Family Business Dynamics Series includes 4 workshops, held online monthly across February - May 2026. In this first workshop of the series, explore strategies to build clarity, trust, and resilience within the family so that transitions are smoother and relationships remain intact.

Research indicates family businesses consistently out-perform non-family businesses in terms of return on investment and market value. So what are the advantages available to a family business that can make them more successful?

This course develops an overall understanding of the nature, uniqueness and significance of family enterprises around the world.

Research indicates family businesses consistently out-perform non-family businesses in terms of return on investment and market value. So what are the advantages available to a family business that can make them more successful?

This is the only governance and directorship course specifically designed for family business. You will learn about the unique challenges directors face in relation to family, business and shareholders, how to establish and maintain appropriate governance structures, directorial duties, and effective implementation strategies to meet your family's unique needs.

The Family Business Dynamics Series includes 4 workshops, held online monthly across February - May 2026. The second workshop in the series, helps you to appreciate generational mindsets and tailor your communication to build stronger, more respectful relationships.

Research indicates family businesses consistently out-perform non-family businesses in terms of return on investment and market value. So what are the advantages available to a family business that can make them more successful?

Transitioning leadership is a complex strategic process that impacts the future of the family business and early planning is key. This course delves into essential topics such as exit strategies, leadership rules, and nurturing successors. Gain vital insights, mitigate challenges and disputes, and foster harmony within your family business with this FBA course.

Research indicates family businesses consistently out-perform non-family businesses in terms of return on investment and market value. So what are the advantages available to a family business that can make them more successful?

The Family Business Dynamics Series includes 4 workshops, held online monthly across February - May 2026. Our third workshop of the series provides a practical guide to designing and facilitating effective family meetings that encourage participation and accountability while strengthening family bonds.

Research indicates family businesses consistently out-perform non-family businesses in terms of return on investment and market value. So what are the advantages available to a family business that can make them more successful?

Special 2-Day Intensive Part 2. This course builds on Advising Business Families - Part 1 and is your pathway to becoming a Family Business Accredited Advisor. Part 2 focuses on the additional skills and practices that advisors require in order to be effective in addressing the unique issues family business clients encounter.

Join Dr Dennis Jaffe for an in-person advisor masterclass where he presents the core ideas from his upcoming working paper, “The Journey to Family Enterprise Succession: Five Steps from Intention to Action,” co-authored with Stacy Allred, Head of Family Engagement & Governance at J.P. Morgan Wealth Management.

Join Dr Dennis Jaffe for an in-person advisor masterclass where he presents the core ideas from his upcoming working paper, “The Journey to Family Enterprise Succession: Five Steps from Intention to Action,” co-authored with Stacy Allred, Head of Family Engagement & Governance at J.P. Morgan Wealth Management.

Join Dr Dennis Jaffe for an in-person advisor masterclass where he presents the core ideas from his upcoming working paper, “The Journey to Family Enterprise Succession: Five Steps from Intention to Action,” co-authored with Stacy Allred, Head of Family Engagement & Governance at J.P. Morgan Wealth Management.

Join Dr Dennis Jaffe for an in-person advisor masterclass where he presents the core ideas from his upcoming working paper, “The Journey to Family Enterprise Succession: Five Steps from Intention to Action,” co-authored with Stacy Allred, Head of Family Engagement & Governance at J.P. Morgan Wealth Management.

Transitioning leadership is a complex strategic process that impacts the future of the family business and early planning is key. This course delves into essential topics such as exit strategies, leadership rules, and nurturing successors. Gain vital insights, mitigate challenges and disputes, and foster harmony within your family business with this FBA course.

The Family Business Dynamics Series includes 4 workshops, held online monthly across February - May 2026. In our final workshop of the series, you'll uncover your collective values, set priorities, and define what wealth truly means to you, creating a foundation for unity and long-term stewardship.

This is the only governance and directorship course specifically designed for family business. You will learn about the unique challenges directors face in relation to family, business and shareholders, how to establish and maintain appropriate governance structures, directorial duties, and effective implementation strategies to meet your family's unique needs.