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In-person gatherings, virtual masterclasses, and cohorts built around the questions owners actually ask. Every session is education first, taught by people who work in the field.
Three ways to learn with us
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In-person
Purpose Over Profit: Family Businesses With Non-Traditional Goals
Opening insights from David Elder, Merit Financial Advisors
What if success isn’t measured only by margins? Many family businesses are redefining what it means to win — prioritizing legacy, people,…
More details about Purpose Over Profit: Family Businesses With Non-Traditional Goals (opens in a new tab)Legacy & Life After the Sale
Common questions
Do I need to be a member to attend?
No. Events are open to any owner or leader who wants to learn.
What do sessions cost?
Most events are free. Some, like certain workshops and cohorts, may be paid, and anything with a cost is listed clearly with the event.
Are masterclasses recorded?
Yes. Recordings land in the Content Hub afterward, but the Q&A is live only, and the conversation is the point.
What should we teach next?
Every session starts the same way: with a question an owner actually asked. If there’s something keeping you up at night, tell us, and it may become the next masterclass.