Advising Family Business: Advisor Essentials

1 credit
Related Program: 


1 Hour


Course Type:

1.0 PDU

Course Description

The complexities of family relationships must be understood by every advisor to help with matters such as estate planning, business ownership transfer, inheritance, or the future of business. In this course, professional advisors will learn common conflicts and difficulties that arise in family businesses.  The advisor will understand concepts, tools, and techniques to help integrate solutions into the unique personal needs and dynamics to serve family-owned businesses.

Approved for 7 Practical Skills by the Oregon Bar Association, ID #97849


After completing this course, you will be able to:

  • Develop the essentials for advisors in working with the family businesses from a systems perspective.
  • Develop applicable new skills to incorporate into your professional approach.
  • Recognize the family business as a complex system composed of a series of interdependent systems.
  • Learning an integrated Approach to Family Business advising assimilates an advisor’s professional skills with an understanding of the nature of families
  • Examine how to create a framework to resolve business challenges, manage conflict and individual differences, and identify the significant family groups.

Course Features

  • Mobile-friendly
  • Audio-enabled
  • Badge and credit-awarding
  • Fully accessible
  • Expert-supported
  • Video content

Course Structure

This course includes an “Ask the Expert” feature. You can use this feature to submit questions about the course content. A subject matter expert will provide guidance or point you to additional resources for the topics you’re studying. Questions are answered as quickly as possible and usually within 24 hours.

Learners must achieve an average test score of at least 70% to meet the minimum successful completion requirement and qualify to receive CEUs.

About the Center for Family Enterprise

Oregon State University’s Center for Family Enterprise aspires to be the go-to resource for all family businesses in Oregon and the region. Leveraging the university’s strengths in outreach, education, and research gives us the unique ability to provide families and their advisors with the expertise and networks to flourish and thrive through multiple generations. We strive to know the true needs, economic impact, and footprint of family-owned businesses in Oregon and beyond so that we can be a force for advocacy and economic and societal good.