Trusted Advisor Program

The Trusted Advisor – An Invaluable Resource for Business Families 

Many family businesses recognize the importance of having a trusted advisor as a member of their team. This individual may possess specific expertise or simply act as a sounding board for strategic planning, decision-making and dispute resolution.

Whether you are a trusted advisor or you have a respected mentor that you turn to for advice, mediation and arbitration, the Trusted Advisor program offered by the Alberta Business Family Institute is a tremendous resource.

Become More than a Financial or Succession Planning Consultant

Regardless of your current role with your partner business, the Trusted Advisor program can help you expand your knowledge base and enhance the value you provide to your clients. Gain a deeper understanding of how different perspectives impact decision-making and learn how to leverage your expertise to attain prompt effective solutions.

Further Enhance Your Facilitation Skills

The Trusted Advisor features a multi-disciplinary approach that can be incorporated into your professional practice area. In addition to enhancing your facilitation skills, you will learn:

• Conflict resolution techniques
• How to improve relationships with and between family members
• Effective leadership development strategies
• How to incorporate governance structures that positively impact the company today and into the future
• Important elements of retirement and transition planning  

For more information about the Trusted Advisor, please contact us.