Archives: Coaches

“It’s an honor to join a community of professionals dedicated to serving family enterprises with the highest level of expertise and integrity so that they may thrive for generations to come.”

“I often get asked, what is a Family Enterprise Advisor? What do Family Enterprise Advisors do differently than other advisors? By being Strategic, Systematic and Self-Defined, FEAs think differently and, as a consequence, both the planning actions and results are impacted.”

We asked Steve ” What advice would you give someone considering taking the FEA Program?” His response is HERE.

We asked David “What is the Value of the FEA Designation?” His response can be seen HERE.

We asked Julia “Why the Family Enterprise Advisor Designation?” Hear her response HERE

“I’m now proud to stand beside the other professionals from my cohort as a Family Enterprise Advisor. We help to protect our client families and their legacies through education and advice and the facilitation of dialogue around family, money and business.”

“This program really does set the benchmark in the family enterprise advising field.”

“Working with other advisors in a Team approach has been gratifying. I have already begun inviting other key advisors into planning meetings. This is what our clients want and deserve.“

“This program helped me understand that advising families is not solely about solutions, but primarily about the process and dialogue that leads you there. You actually have to listen more than you speak and simply guide the family to reach their own truths and conclusions; planning WITH the family and not FOR the family. Working […]

“Our team came together beautifully and we delivered a seamless and integrated service to the client in a way that clearly produced positive energy and the fuel for generating family cohesion and togetherness. And we had fun doing it, too. My biggest takeaway is that this area of service is in such high need… only […]