Services for Members

What Membership Can Do For You

  • Are you looking to expand your network?
  • Could you benefit from online training for refreshers, specific skill building and advancing your family business advisor skills?
  • Are you looking for resources to make your job easier?
  • What about best practices from leading family business experts to take you to the next level?
  • Is it important to you to be differentiated and sought after by small family business clients?
  • Want to grow your practice and your impact to small family businesses?

If you take full advantage of your membership, you will grow your skills, network, toolbox and distinction—growing your practice and impact on small family businesses. For only $24/month, we provide the forum to make it easier, faster and more affordable.

Join Now!

Your Member Benefits – the quick list:

  • 10% discount on training, workshops and the Advisor’s Bootcamp
  • Attend monthly webinars for FREE ($45 for non-members)
  • 10% discount on National Gathering registration (25% for early bird registrations)
  • Negotiated discount on partner products and services
  • Quarterly E-Zine
  • Full access to the Resource Library – available 24/7
  • Featured in the Advisor’s Marketplace

Are you taking advantage?

Expand Your Network through the Member Directory, a searchable database of advisors dedicated to serving small family businesses and use the forum to connect with other advisors to get advice and feedback.

Increase Your Skills and Knowledge through the online Resource Library. Build your skills to wow your clients, increase your knowledge and grow your practice. This virtual classroom is focused on advising, family business information, collaboration, and practice management.

Take advantage of the discounts on trainings, events, products and services.