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Education for Professional Advisors

Advising for Continuity:
Forging New Pathways in Family Enterprise Advising

Family Enterprise dynamics are not always simple. Misaligned objectives, insufficient or ineffective communication, internal conflicts, inconsistent standards, and a myriad of other pitfalls can hinder the legacy building and succession process. For advisors, these complex spheres are often opaque, which makes it difficult to craft solutions that serve the needs of the entire family system and feel confident when working through challenging family dynamics.

The Cox Family Enterprise Center's new inter-disciplinary series, Advising for Continuity, offers tools for navigating these complexities that will make you a more effective advisor. In the three-part series, we will rattle the foundations of some of the most pervasive truths of the Family Business advising world, facilitating the formation of new perspectives and techniques for diving into family ecosystems. Our reframing of the field will offer dynamic, panoramic insights into the intricate nature of family enterprises, and the ways that you – whether you’re a banker, lawyer, accountant, insurance advisor, wealth advisor, family therapist or a trusted family insider – can guide your clients with greater perspective. Using the family as the hub, we will dive deeply into the ways that your high-level expertise can better service the families you work with.

Expert and globally renowned faculty will guide you through case studies, research, and dialogue for new knowledge that will transform the way that you work with your family enterprise clients. Each of the two-day sessions will show you how to apply a lens of continuity to the Three Critical Success Factors of any family enterprise, and rethink the roles of family dynamics, strategy and governance in the context of advising.

At the Cox Family Enterprise Center we eagerly wade into the challenges and complexities of Family Enterprises to bring you innovative strategies, new techniques, and industry-changing perspectives.

Join us and evolve your advising strategies.

Katherine Dunlevie"The AFC program has been the best training I've encountered specific to my role as a family office executive. It's the missing link in training that I've been looking for and plan to have my entire team complete it."

Katherine Dunlevie
SVP and Managing Director, Synovus Family Asset Management