Advising Family Business: Establishing Policies and Structures

1 credit
Related Program: 


1 Hour


Course Type:

1.0 PDUs

Course Description

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


After completing this course, you will be able to:

  • Establish clear family/business boundaries
  • Create structures to manage various stakeholder relationships
  • Establish and clarify relationships

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.