Advising Family Business
Type: Self-Paced
Cost: $594
Duration: 6 hours
Location: Online
Gain Expertise with Complexities of Family Businesses
Gain the knowledge and skills to better serve family business clients with our comprehensive Advising Family Business Certificate. This six-course series builds a strong foundation in family business advising, blending practical strategies with key theoretical insights. From advisor essentials to succession planning, you’ll cover all the core topics needed to support family businesses through their unique challenges.
Approved for seven practical skills credits by the Oregon Bar Association (ID #97849).
Required Courses For Certificate
Courses can be taken individually and in any order unless specified. To earn the certificate, you must complete all required courses with a grade of C/pass or higher.
Why take this program?
After successful completion of this program, you will be able to:
- Define goals, questions, outcomes, risks, and potential challenges in the consulting process.
- Conduct formal assessments and help families share thoughts, feelings, and perceptions.
- Guide clients through succession planning, addressing topics like family values, work ethic, and work-life balance.
- Navigate the complex systems of family and business relationships.
- Recognize common conflicts in family enterprises.
- Apply tools and techniques to create solutions tailored to each family’s needs.
Program benefits
This certificate offers a comprehensive curriculum covering everything from advisor essentials to succession planning, providing a solid foundation in family business expertise. Approved for seven practical skills credits by the Oregon Bar Association, the program equips participants with valuable insights to confidently support family enterprises.
Types of positions in advising family business
- Succession Planner
- Financial Advisor
- Conflict Resolution Specialist
- Estate Planning Consultant
- Human Resources Manager
- Risk Management Advisor
Career Insights for Business Advisors
Business advisors help organizations achieve their strategic goals by understanding the market, audience, and business vision. They work closely with stakeholders to gather insights, offer feedback, and guide decisions on strategies and improvements. The median annual salary for business advisors is $82,293.
Source: Indeed, 2025
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