Services

Family Business Center · Services

Twelve service categories. One center.

What membership actually delivers: the descriptions, the value to your family business, and the intangible benefits that compound over time. Delivered by Jabs School faculty and FBC practitioners; tiered by membership level.

Catalog
Silver
2 of 12 categories

The community entry point — full peer access plus two foundational service categories.

Gold
6 of 12 categories

Broader access — adds Conflict & Communication, Strategic Business, Talent, and Risk/Cyber/Reputation.

Platinum & Sponsors
All 12 categories

The complete FBC experience — every category, including Wealth/Tax/Estate, Family Wellness, AI, Next-Gen, Philanthropy, and Exit/M&A.

Category 01

Governance & Structural Services

Family constitutions, ownership policies, boards and family councils, family employment policies, and dispute-resolution frameworks.

Silver · Gold · Platinum
Category 02

Leadership & Development Services

Leadership pipeline mapping, successor readiness assessments, executive coaching, and non-family executive integration.

Silver · Gold · Platinum
Category 03

Conflict & Communication Services

Facilitated family meetings, mediation between siblings or generations, communication protocols, and family council coaching.

Gold · Platinum
Category 04

Strategic Business Services

Competitive positioning, growth strategy, capital allocation review, market expansion, and benchmarking against peer family firms.

Gold · Platinum
Category 05

Talent & Non-Family Leadership Services

Recruiting and retaining senior non-family executives, compensation and equity design, onboarding into a family culture, and the CBU student talent pipeline.

Gold · Platinum
Category 06

Risk, Cyber & Reputation Defense Services

AI Acceptable Use Policy, cyber insurance gap assessment, vendor risk, reputation crisis protocols, deepfake monitoring, and quarterly threat briefings.

Gold · Platinum
Category 07

Philanthropy & Shared Values Services

Family foundation design, donor-advised fund coordination, mission and values articulation, and faith-and-business integration.

Platinum only
Category 08

Next-Generation Development Programs

Next-gen leadership cohorts, Legacy Link mentorship, governance education for emerging owners, ownership-readiness assessments, and retreats.

Platinum only
Category 09

AI Analysis & Strategic Recommendations

AI Readiness Review (Discover), AI Strategy & Selection (Design), AI Acceptable Use Policy, and the annual AI Benchmark Report — with eleven expanded sub-services rolling out 2026–2027.

Platinum only
Category 10

Wealth, Tax & Estate Continuity Services

Estate planning input, ownership transfer modeling, trust structure review, liquidity event planning, and tax-aware ownership policy design.

Platinum only
Category 11

Family Wellness & Owner Resilience Services

Owner peer circles on mental load and burnout, next-gen wellness coaching, resources for spouses in the business, and faith-and-work integration.

Platinum only
Category 12

Exit, M&A & Liquidity Readiness Services

Pre-diligence readiness, valuation-driver review, buyer landscape mapping, recapitalization options, and post-sale family identity planning.

Platinum only
How they compound

Designed to work together.

Governance creates clarity; clarity enables leadership development; leadership development equips the next generation; the next generation needs strategy, talent, and a healthy culture; risk and reputation defense protect what gets built; values and family wellness keep the family unified across all of it; wealth, tax, and estate continuity translate the work into structures that survive transition; AI accelerates everything when layered on a well-governed business; and exit/M&A readiness ensures that whatever path the family chooses — transition or sale — is chosen openly and executed well.

Members who engage progressively across these categories — Silver to Gold to Platinum — describe the same arc: the business gets stronger, the family gets closer, and the next generation arrives prepared. That is the FBC’s promise.