Professional Advisors

Where you invest your time tells your clients who you are and what you care about. Working with the Cox Family Enterprise Center (CFEC) says that you care about business families.

Investing in education is a strategic move for a sustainable career in the field. From our in-depth advisor program, Advice, Profession, Practice, Impact (APPI), to custom education and case support, involvement with the CFEC is a powerful signal to the community.

  • Advice, Profession, Practice, Impact (APPI): Learn to rethink your practice and strategically differentiate yourself as a leader and visionary. Connect with like-minded and motivated advisors in your community developing an interdisciplinary approach to helping your clients achieve their goals. Whether you are an accountant, lawyer, wealth management advisor, private banker insurance professional, internal advisor to a family enterprise, family office executive, family therapist, executive, coach, business consultant, or a member of an enterprising family, this is the program for you. Convenient monthly sessions over 11 months have been planned with your schedule in mind. Learn more.

  • Custom Education: Family businesses are different than their non-family counterparts. They often make decisions based on unconventional considerations while combining their family relationships with the complexity of running businesses. They need advisors that understand their unique contexts. With Custom Education, the CFEC can guide you and your firm into a new kind of leadership in the family enterprise world. Contact us to start planning your program.

  • Case Consult: No matter your area or level of advisory expertise, you can never anticipate all of the complex situations family enterprise clients may throw at you. When you need guidance, the CFEC is here to help. With the most respected family enterprise advisors in the field, we can offer you high-level, confidential case coaching so that you and your clients achieve maximum success. Contact us and get the support you need.

Add to your value, make connections and differentiate yourself. Contact us today.

©