Professional Advisor Services

At Stonebridge Connection we work toward sharing common goals and providing complementary services to attorneys, CPAs, bankers & trust officers, insurance professionals, investment counselors, financial planners, and other trusted advisors.

Family businesses are unique, yet many of the challenges they face are similar.

Helping a family through business continuity issues requires a wider range of services than we offer as family business consultants. By coordinating our efforts with those of our colleagues, we collectively provide the highest level of professional services to our mutual clients.

How We Can Help You

If you’re an advisor to a family business, you’ve likely experienced the obstacles created by conflicting family and business forces.

These obstacles might include ownership, leadership, management, communications and conflict resolution, and generational succession.

They are symptomatic of an affliction common among family business owners that we call planning paralysis. It results in your clients’ inability to act on your professional recommendations.

Stonebridge Connection can help you reduce the symptoms of planning paralysis and add value to your client relationships in two ways

  • As a resource to your clients directly as family business consultants.
  • As an educational resource helping you better understand family business complexities.

In-House Training Programs

We support advisors and their professional organizations through in-house training programs. We recognize that professional firms often resemble family businesses in many ways, just without the DNA. Relationships are relationships, whether they are family, business or professional.

Professionals that deal with family enterprises can benefit from understanding the impact that business decisions have on the family. They can also recognize the pitfalls and opportunities that these decisions bring.

In-house programs include Lunch & Earn conversations, “after dinner” presentations, and half-day to full-day workshops.

We’d be happy to explore how Stonebridge Connection can be of service to you and your clients. The easiest way to get started is to talk to us directly. Contact us to learn more about how we can add value to your client relationships.

“Alone we can do so little, together we can do so much.”
–Helen Keller