Adviser Training and Accreditation

Business families need their advisers to consistently deliver appropriate and effective outcomes for their businesses and their families.  This requires a flexible attitude and a broad collection of knowledge, experience, judgement and skills.

Conventional professional practice is discipline-centric and adversarial, which creates competitive professional silos.  Collaboration only occurs when clients need inter-disciplinary referrals (eg: accountants refer what is clearly legal work to lawyers).

Family Business clients need their advisers to be holistically client-centric, focusing on them and their full range of practical issues, without much regard for strict professional boundaries.  Technical competencies are assumed and have little effect on overall value propositions.  Advice needs to be useful and appropriate, not just present and correct.

Major challenges like family conflict and business succession have human, technical, AND commercial dimensions.  It takes collaborative teamwork, from complementary professionals, to address the full range of issues arising.

This combination of human, technical and commercial knowledge and skills requires a re-imagining of what being a professional adviser is all about.  That’s our wheelhouse.