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Business Team

9 General Topics from Your Professional Advisory Team

For 90-minutes before each Family-Business Consultation, your Professional Advisory Teamcomprised of your legal, tax, and financial advisors—will present overviews on various technical topics important to life and business.

Hearing differing perspectives on topics from a team of professional advisers will provide members with an education that is only available through the Forum.


Your Professional Advisory Team will cover topics such as:


  1. Shareholder Agreements

  2. Governance

  3. Trusts

  4. Retirement Plans

  5. Employee Benefits

  6. Cyber Security

  7. Key Man Insurance

  8. Business Legal Document Review

  9. Executive Benefits

  10. Alternative Investments

  11. Key Performance Indicators

  12. Income Tax Planning

  13. Charitable Giving

  14. Education Planning

  15. Financial Planning Process

  16. Estate Planning

  17. Cash Flow Management

  18. Business Valuation

  19. Employment Law

  20. Forecasting & KPIs

  21. Intellectual Property Rights

  22. Mergers & Acquisitions

  23. Debt Financing

  24. Capital Formation

  25. Risk Management

  26. Foundations

  27. Business Structures


"Money cannot buy peace of mind. It cannot heal ruptured relationships, or build meaning into a life that has none." - Richard M. DeVos


"The real measure of your wealth is how much you’d be worth if you lost all your money." - Unknown


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