Establishing Policies and Structures
Learn to focus effort on helping stakeholder groups raise and resolve their interests and concerns.

Classes Start Available Anytime
Course Overview
Using a systems perspective, advisors can craft structures and policies that balance the needs of different stakeholder groups in family businesses. In this course, you will learn to consider your client to be the family business system, rather than one stakeholder. A more broad-based view will allow for more elegant solutions to issues that arise. Learn to focus effort on helping stakeholder groups raise and resolve their interests and concerns. Additionally, learn to focus on structures and policies that clearly define and manage the interface between family and business.
Approved for 7 Practical Skills by the Oregon Bar Association, ID #97849
Course Format
This self-paced course offers a dynamic and engaging learning experience, combining interactive elements such as games, flashcards, video content, real-world case studies, and curated readings. Participants have the flexibility to progress at their own pace, while interactive games and quizzes reinforce key concepts and track progress. Flashcards, expert-led videos, real-world case studies, and carefully curated readings deepen knowledge.
Price
$99Course Details
Units 0.1 CEUs / 1.0 PDUs
Location Online Courses
Course Type Self-Paced
What You’ll Learn
After successful completion of this course, you will be able to:
- Establish clear family/business boundaries
- Create structures to manage various stakeholder relationships
- Establish and clarify relationships