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- An Initial Family Meeting Orientation. A confidential
session with your family to clarify your objectives and introduce
resources to help prepare your business family for another generation
of success.
- Primer for Business Families. A practical,
how-to introductory booklet which provides a roadmap to help business
families meet together to develop their OWN family business policies
and plans.
- Quarterly Forum Meetings.
Learn from successful business families and experienced
family business advisors. Member companies receive one FREE registration
to EACH Forum.
- Learning Labs.
Family Business Forum members are eligible for admission to Learning
Labs. Our Next-Generation Learning
Labs fast track the growth and development of family business
successors through executive coaching, group processing of member
issues and input from experts.
- Family
Business magazine. Written exclusively for owners
and managers of family companies, members receive a 25% subscription
discount and 25% off the
Family Business Handbook series.
- The Family Business Advisor®
Newsletter. Complimentary 3-month subscription.
- Membership Directory which facilitates member-to-member
interaction and learning about family business issues.
Membership also includes these complimentary services from our
Forum Partners:
- Estate
Planning Fire Drill. A quick, concise process designed
to identify and resolve problems associated with your untimely
death, culminating in a valuable written report (Jon Samel,
Hamburg,
Rubin, Mullin, Maxwell & Lupin; Jan Graybill, Legacy
Planning Partners).
- Financial Scorecard.
A complete diagnostic review of your firm’s important
financial and operational indicators (Mario Vicari, Kreischer
Miller).
- Family
Business Transfer Loan. An assessment to provide
financial security for the senior generation while allowing the
business to grow(Bob McCrillis, National
Penn Bank).
- Property & Casualty
Tape Measure. A review of your property & casualty
insurance program (Chad Lacher, Lacher
& Associates).
- Employee Benefits
Flashlight. A review of your employee benefits program
(Mark Lacher, Lacher
& Associates).
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