Support Systems for Family Business Advisers

FBI’s main reason for existing is to help professional advisers deliver exceptional services to business families.  A significant part of our value proposition lies in the intellectual, practical and physical support systems and materials we provide to our members:

  • Training and education.
  • Personal and professional development.
  • Mentoring, coaching and practice supervision (especially during accreditation).
  • Adviser community – sharing ideas and problem solving.
  • Consulting support – assistance and feedback on real assignments. Statesmen, trouble-shooters and gurus.
  • Templates and samples of working documents: engagement letters; disclaimers;  standard worksheets and checklists;  sample Constitutions, Codes and Charters;  Agenda, Minutes and Action Plan templates;  assignment project planning.
  • Blogs and access to articles and other resources.