Publications
Free downloadable resources
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Balancing the Emotional Ledger: Axioms for Advising Families in Business
Families in business together often suffer from the commingling of the financial ledger of tangible assets and the emotional ledger of intangible liabilities. Regardless of our professional discipline, much of our work is in service to balancing the complexities of our client’s emotional ledger. -

The Keys to Family Business Success
What does it take to be a responsible, engaged, and active member of a successful family business? This book will guide you through the process of tailoring answers that reflect your family’s and business’ unique circumstances to help you create the family business legacy you want to deliver to future generations. -

Family Business Board Governance
Governance structures in family companies must be designed to safeguard the long-term interests of family shareholders by ensuring the growth and continuity of the enterprise and promoting the family’s harmony and welfare. -

The Spirit of Wealth Preservation: Leverage Your Finite Life for the Infinite Good
Most people who desire wealth have no idea what it truly is. Wealth isn’t defined by an account balance, the value of properties, or an impending inheritance. Instead, wealth is best described as family. -

Founder Paralysis: A Family Business Fable about a Founder’s Loss of Identity
Incompetent. Irrelevant. Powerless. These are just a few of the feelings that nag founders when the business conversation turns to succession. -

Build an Enterprise Family to Last: Proven Strategies to Thrive Across Generations
Enterprise Families share the ownership and stewardship of collective family assets, and they face challenges sustaining the family and keeping the Enterprise aligned in the face of growing complexity and diversity with each subsequent generation. -

The 10×10 Learning Roadmap: Advancing Flourishing in Families of Wealth
Discover a holistic approach to tailored, lifelong learning and development. Build 10 core competencies across each of life’s stages to effectively navigate the opportunities and challenges of financial wealth. -

Starter Kit: Helping Your Family Business Be The Best it Can Be
The Aspen Family Business Group serves as a resource to help families create an environment in which members are open and willing to learn and grow. -

Health, Wealth and Families: How to Assure Your Wealth Helps, Not Hurts, Your Family
Many families, who have built or inherited wealth, worry that their wealth will hurt their families, destroy their children’s motivation to work, or contribute to dysfunction in the lives of their grandchildren.
AFBG: A non-profit organization
Our resources and knowledge foster learning and growth in business-owning families and their advisors. We convene communities and deliver broad access to education, skills, and tools through online and in-person workshops, peer forums, and other formats, making our content readily available.
