Advising Family Business: Family-Dynamics

1 credit
Related Program: 


1 Hour


Course Type:

1.0 PDUs

Course Description

The rules, values, and methods of communication of a family impact the business functioning in a family business. The unique personalities and stages of growth by individual family members impact how the family works together. In order to aid the business, this course will help the advisor understand the complex landscape of the systems from the business and family perspective. The family systems perspective will be outlined to help advisors understand and work within the dynamic structures of the family and the business and the challenging areas that frequently overlap.

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


After completing this course, you will be able to:

  • Understand conceptual tools to help assess a family member’s stage in life, the family communications patterns, and the family’s placement on a scale that rates qualities of successful business families
  • Identify and anticipate sensitive areas as they work with family business clients by utilizing models from individual psychology and family systems theory
  • Define the three interacting stages of development (Business, family, and individual) and how the advisor can gain a more comprehensive understanding of unresolved issues
  • Define and share how the Genogram can be a helpful tool to provide insight into the way a family functions
  • Understand family communication patterns and how to identify barriers to effective communication  

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.