Welcome

Advisors

Mentorship & Coaching

For Advisors

Of Family Businesses

For Advisors

Families

Thought Leadership & Consulting

For Families

In Business

For families

For Families

Our group focuses on multigenerational planning with attention to the delicate issues that arise in families of wealth and families in business.

for families

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For Advisors

AFBG helps advisors decide how far they want to take their individual work beyond their profession’s typical scope of practice.

for advisors

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Our Thoughts

Gain helpful tips and answers to questions from our Current Thinking column posts by the leaders in family business consulting.

view blog

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FAMILY BUSINESS CONSULTING

Our family business consultants work with the intersection of family relationships, business, financial and philanthropic enterprises, and personal development. As a result, we work with smaller families in the first and second generations, as well as, larger families who have been successful for multiple generations. We do not specialize in any one particular industry, or size of enterprise, because we find the issues, problems and concerns of our clients span a wide range of family business situations.

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Governance

Governance is built to reflect each stakeholder’s place in a way that meshes with the reality and vision and values of your family business.

GOVERNANCE SERVICES

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Succession

Our consultants bring strategic succession and continuity planning to your business. Instead of being reactive, we help you shift to a proactive mode.

SUCCESSION SERVICES

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Family Wealth

Wealth consulting includes community work and your family’s capacity to enjoy favorite activities; thus, sustaining your family business culture.

WEALTH SERVICES

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Next Generation

Your business is strengthened in direct measure to the quality of preparation of the rising generations for their roles.

NEXT GEN SERVICES

The goal of our family business services
is to help families develop…

Positive and supportive relationships

Effective and profitable businesses and enterprises

Clarity of roles and relationships in management and governance

Individual development of responsibility, competence and fulfillment

Strategies to preserve the family wealth

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U.S. LOCATIONS

Arizona, Hawaii, New York, Pennsylvania

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PHONE

+1 480-478-4354

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INTERNATIONAL

Israel, Turkey

FAMILY BUSINESS CONSULTING

The goal of our family business services is to help families develop…

The goal of our family business services
is to help families develop…