Benefits For Family Business

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.

Our customized services include:

  • Identifying and removing factors inhibiting your financial development while preserving the integrity of family and close personal relationships
  • Improving communication and develop a team attitude between family and non-family members, which enhances relationships and increases productivity
  • Assisting your trusted advisors in honoring your core values, especially as you transfer businesses and assets to the next generation
  • Discussing difficult cross-generational issues such as values, goals, philanthropy and how to preserve the values and legacy of a family business
  • Leadership and executive coaching, as well as seminars, workshops, family meetings and retreats.

Benefits For Family Business Advisors

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.

Our industry leading insights & expertise include:

  • Managing client anxiety by understanding the psychological dynamics impacting your clients’ decision making
  • Cultivating trust through business performance management
  • Understanding communication differences between men and women and how these differences impact your client relationships
  • Promoting emotional intelligence and why it is critical to your clients’ financial and professional goals


Family Business Consulting

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.

Performance Management

Individual and team coaching and consulting related to interpersonal relationships and their impact on family, wealth, and business

Business Performance and Leadership Coaching

Helps successful, experienced individuals maximize their accomplishments, attaining the highest levels of financial success and career satisfaction.

Succession Planning

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.

Next Generation Leadership Development Planning

Helps closely held and family businesses navigate the challenges of next- generation planning.

Trademark Programs

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.

— Matt Walsh, President and CEO of The Observer Group, INC. (A fourth generation- family-owned Newspaper business) / Editor-Publisher of the Gulf Coast Business Review
How Leaders Undermine Employees


How Leaders Undermine Employees

Guidance on how to recognize if you are unconsciously undermining employees and shift to intentional leadership.

Tips for Developing the Next Generation of Leaders


Tips for Developing the Next Generation of Leaders

The future of every company is almost entirely dependent on the future of the company’s leadership.

When to Bring in a Family Business Consultant


When to Bring in a Family Business Consultant

The business of family is hard. A family run business is even harder.


Transforming Visions Into Results

Guiding Successful People To Be Their Best

We offer a complimentary initial consultation and would be
honored to speak with you to discuss your most important
challenges and goals.