In 2016 and 2017 Eric and Todd Hohauser attended classes and training in excess of 1000 hours; learning family business tools such as the Baker Three Circle Model, reviewing and learning from case studies, completing book reports, compiling and presenting group projects from real time / real life families, passing written and oral exams. Now certified as Family Enterprise Advisors (FEA’s), Eric and Todd have amassed a series of tools and best practices to support the growth of their family business clients.

Understanding that 80% of our clients are multi-generational family owned businesses, our owners saw the need to broaden their understanding of family owned business / family enterprises. The tools and processes learned by completing the FEA Designation have been shared with our clients to help grow and nurture their cultures, supporting their retention and attraction of top talent. Additionally, the training has prepared them to work with other family advisors (CPA’s, Private Wealth Advisors, etc.) in a multi-disciplinary approach to support a family’s continuity plan.