Come and learn how your clients can educate themselves online about being a company or family fiduciary, director or family/internal trustee. By training your client with fiduciary duty and other governance basics for a reasonable fee, you should expect conflicts and miscommunication be reduced.
DirectorsMarketplace.org offers an online training and testing program for family business Directors, and their Trustees. It is also a portal for finding great independent directors for your family clients. Seats are limited due to room restrictions; so SIGN UP TODAY!
When & Where
ESOPMarketplace.com is a website community of multi disciplined, and verified business advisors who help business owners or their trusted advisors with their ownership and management succession planning solutions. Our ESOP advisors have decades of experience with every industry and ownership structure, so you will get the right experience to fit your goals and business needs. Our approach is to support your local advice with national expertise, and by following a proven, well thought out process you can find on our site. Our goal is to help business owners or key executives find cost effective solutions that meet their ownership and management needs and expectations. Our ESOP Advisors sponsor live, in person, seminars to provide interactive ESOP content and ESOP programs. Sign up today for a Live ESOP Seminar near you!