Discovering Families Program


The Discovering Families program exists to assist business families in the transition and succession process. The program will help families clarify and identify needs and how to address them. It will also educate families on key frameworks that can assist them in how to move forward. It will also help them identify other educational opportunities that as a family they can pursue in the future.

Program outcomes:

  1. Families will identify their most pressing issues and create a plan for how to move forward. ABFI will help connect the family with the right advisors and consultants to assist them in moving forward.
  2. Families will identify gaps in their knowledge and decide on educational opportunities to fill in those gaps.

For more information: email: or call 1-780-492-0234