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Q: I rely on my advisors (CPA, attorney, etc), why do I need you?
The Family Business Institute does not compete with any of the professionals mentioned above. We don’t prepare tax returns or perform audits, we don’t write contracts or practice law, and we don’t sell insurance, investment products, or banking services. The work we do complements the work done by other professionals, and we partner with those individuals to resolve the uncomfortable issues that often face families in business together. Rather than focus on one relatively narrow part of the family owned business equation, we take a broad, holistic approach to understanding the family and the business. We also provide “soft” services to family companies like improving their communications abilities and creating comprehensive business strategies that traditional advisors don’t usually offer (see “Our Services” page for more detail).