An AFBG overview

The premier industry thought leadership group, and resource for families in business, and of wealth

We are an international nonprofit helping families navigate change to achieve harmony and prosperity.

Founded in 1987, we develop and disseminate collectively created expertise about families in business together. We have served not only as consultants to families, but also as mentors to advisors in the field, to assure that families receive the best possible advice from all disciplines. Our work has been recognized with many honors and awards by the Family Firm Institute.

We have worked with families and professionals in many corners of the globe including Israel, Turkey, Nepal, Great Britain, India, Kuwait, Saudi Arabia, Dubai, Guam, Mexico, Columbia, Brazil, Australia and Canada.Our goal is to continue not only to provide topflight services to families, but also to push the front er of thought in this emerging field. We invite you to learn more about us individually and collectively, in the following pages.

How we work

1

We look at the whole situation.

We begin by assessing the whole family, looking at the big picture of what they want in the future, and what elements must be in place to achieve success. We can assess the traits, abilities and competencies of family members to ensure best fit between their capabilities and the needs of the business. Individual development or coaching parallels family development. For optimum success, one without the other is incomplete.

2

Work for the long haul.

We make a long-term commitment to help families implement their solutions. We want to put in place lasting solutions that change the quality of the family’s connections, and the success of its various business and financial ventures.

3

We work with a team of advisors

We are generalists. Every family has advisors who have an important role. We work as part of a team with your other advisors to design a solution that works for the family. We do not offer legal advice but work with your advisors to find the best path for your family.

Let’s connect.