Peer Groups

Content includes relevant business speakers, member facility site visits, and personal check-ins. Each group is strictly confidential. Members of the same family business will never be placed together in the same group.

Group Size: 5-12
Participants: Family members at C-suite who run the day-to-day business
Meeting Frequency: Bimonthly, half-day meeting
Meeting Format: Hybrid or in-person groups available
One-on-one Coaching: Twice a year
Pricing: Center members only - $3,500/yr

Content includes relevant business speakers, member facility site visits, and personal check-ins. Each group is strictly confidential. Members of the same family business will never be placed together in the same group.

Group Size: 5-12
Participants: Family members not at C-suite level who are involved in the day-to-day business
Meeting Frequency: Bimonthly, half-day meeting
Meeting Format: Typically in-person
One-on-one Coaching: Twice a year
Pricing: Center members only - $3,500/yr

Our HR peer group provides a think tank opportunity for certified and experienced HR professionals in family businesses. Group members can safely discuss a variety of issues, including effective ways to manage ever-changing employment laws.

Group Size: 5-12
Participants: Chief Human Resource Officers (family and non-family)
Meeting Frequency: Bimonthly, half-day meeting
Meeting Format: Typically in-person
One-on-one Coaching: Twice a year
Pricing: Center members $3,500/yr | Non-Members $5,000/yr

Our Female Board Directors peer group provides a collaborative space to share insights, experiences, and best practices for navigating board governance and leadership challenges.

Group Size: 5-12
Participants: Women who are non-family board directors
Meeting Frequency: Bimonthly, half-day meeting
Meeting Format: TBD
One-on-one Coaching: Twice a year
Pricing: Center members $3,500/yr | Non-Members $5,000/yr

Our Shareholder Relations peer group brings together professional staff and family who manage family office functions. Sample topics include family education and philanthropy.

Group Size: 3-8
Participants: Family and Non-Family
Meeting Frequency: Quarterly
Meeting Format: Primarily virtual (90 minutes), with one half-day, in-person gathering per year
One-on-one Coaching: Not available
Pricing: Members are free | Non-Members $1,500/yr

Our Family Council peer group brings together family business members who run or participate in shareholder meetings, family meetings, and family councils.

Group Size: 5-12
Participants: Family members not involved in the day-to-day business
Meeting Frequency: Bimonthly, half-day meeting
Meeting Format: TBD
One-on-one Coaching: Twice a year
Pricing: Center members $3,500/yr | Non-Members $5,000/yr

CFO Roundtables are intimate, sponsor-hosted luncheons led by a CFO who introduces a key topic or issue for discussion. Participants exchange experiences and solutions related to business, family, and governance challenges. Learn more.

Group Size: 5-12
Participants: Family and Non-Family CFOs and Controllers
Meeting Frequency: Up to quarterly, typically 2 hours
One-on-one Coaching: No
Pricing: Free