All in the family: Accountants and Succession Planning

  Working with families in business involves dealing with complex issues and profound challenges – from sibling rivalry to dysfunctional intergenerational expectations. Perhaps no problem is more complex, for both the family and the business, than …

By Jon Kenfield Founder and Chair, Family Business Institute FBI trains, accredits, markets and supports experienced professional advisers who work with business families and private clients. Our programs offer what is currently, by far, the most thoro …

What is a Professional Adviser? An adviser is a person who applies their superior knowledge and/or experience to tell others what they need to do to achieve their desired outcomes, based on current and anticipated circumstances. A professional is a mor …