Our Publications

We are always eager to share our knowledge and improve your family business. We invite you to pick up one of our publications and see how you can begin helping your family and your business.

The Family Business Road Map to Peace of Mind

Being part of a family business, whether as employee or shareholder, can be one of life’s most rewarding activities. Most of us spend the majority of our day engaged in work. What could make this vital activity better than being surrounded day in and day out by people you know intimately, care about deeply, and with whom you share a common history, heritage, and goals?

Portraits of Success: 9 Keys to Sustaining Value in Any Business

Learn from the insider-outsider expert who knows how to build businesses that last! More than three-quarters of all U.S. businesses are closely held, and worldwide the percentage is even higher. Yet closely held businesses are fragile-more than two-thirds fail to survive the founder’s involvement.

Start Building a Stronger Family Business

Mailing Address

4447 N Central Expy, 110-317
Dallas, TX 75205

Working From

Telluride
127 Double Eagle Drive
Telluride, CO 81435

San Diego
6119 La Granada, Suite C
Rancho Santa Fe, CA 92067

Scottsdale
34522 N Scottsdale Rd.
Scottsdale, AZ 85266

San Antonio
11823 Mill Rock Road
San Antonio, TX 78230