FPMG specializes in providing family business services to family-owned and closely held businesses, high-net-worth families and their trusted financial advisors. We help you achieve personal and corporate growth in a manner that preserves the unique and valuable environment created when family and finance converge.
FPMG works with professional business advisors—financial planners, accountants, insurance agents, attorneys and others, especially those who understand the value of joining the circle of trusted advisors who work with high-net-worth individuals and families. By understanding the behavioral issues and personal dynamics that impact clients, advisors can improve their opportunity to become an advisor of choice.
We help professionals every day achieve the next level in their careers by understanding the needs of clients in their target market.
It is no easy feat to create a successful family business that lasts for generations; less than one-third of all family businesses transition even to the next generation.
Individual and team coaching and consulting related to interpersonal relationships and their impact on family, wealth, and business
Helps successful, experienced individuals maximize their accomplishments, attaining the highest levels of financial success and career satisfaction.
Creating a succession plan is a challenge for any business owner, but if the business is a family business, the issues involved can be significantly compounded by emotional considerations.
Helps closely held and family businesses navigate the challenges of next- generation planning.
FPMG developed the following programs based on case studies with real clients, leveraging best practices that we knew could benefit a broader audience.
It was fate. I sat next to Denise at a CEO breakfast in Tampa. She said she specializes in coaching and counseling CEOs of family businesses and helps them navigate the sometimes sticky challenges that arise. We gave it a try.
That was five years ago. Today, not only does Denise continue to help me, we broadened her scope to help develop our managers and next generation of managers into effective, smart leaders. And those leaders have spread what they learned throughout our company. What’s the ROI? I absolutely know we’re a better company than we were five years ago.
We offer a complimentary initial consultation and would be
honored to speak with you to discuss your most important
challenges and goals.
