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.

This Masterclass series prepares FBA Accredited Advisors for the Great Wealth Transfer and how to attract, engage and retain Multi-Generational Families. The program focuses entirely on the non-financial topics that service as the new conversations advisors will be equipped to have with affluent families preparing heirs for a successful generational transfer of assets.

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

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.

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.

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 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.

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

Family businesses need new capabilities and experienced support to drive the success of their business and adapt to rapidly evolving market demands consistent with their families' objectives. If you’re tired of ‘ground-hog’ years where little to no change occurs, join our self-guided program to implement a strategic plan to accelerate your growth and profit objectives.