A lot has happened since the family enterprise field started to emerge as a distinct area of knowledge and practice.
It is now accepted that the family enterprise client is a complex economic and emotional system in which the distinct needs of a family, a group of owners and their enterprising activities need to be advised together, not separately. This poses interesting new challenges and opportunities for advisers.
ways to learn
Advisers who want to provide a superior service to their family enterprise clients need up to date knowledge. The following programmes will help advisers to increase their understanding of family enterprises and improve their advisory work:
The STEP Advanced Certificate in Advising the Family Business
The STEP Professional Postgraduate Diploma in Private Wealth Advising
Advisers should also explore The Family Firm Institute (FFI) GEN Program.
I can also help advisers develop in-house training that draws from the best of STEP and FFI and is tailored to your strategic aims for the family business market. Contact me if you would like to discuss this possibility further.
Creating the Trusted Team of Advisers for a Family Business
This Special Report, published by Globe Law and Business, describes how I think a family business can benefit from a high-performing, inter-disciplinary advisory team who have demonstrably effective processes for looking after a family and their business interests.