The Family Business Executive Forum™
Presents 

Selecting Trusted Advisors

When and How to Choose Them for Your Family Business

Thursday, January 30th, 2025
12pm - 1pm ET

Save Your Spot for January 30th, 12pm ET, Live via Zoom

What You Will Learn

  • Key Signals for Engaging Advisors: Understand when it’s time to bring in outside guidance and how to ensure it creates maximum impact.
  • Essential Criteria for Advisor Selection: Learn what truly makes advisors effective – beyond credentials – so you can build lasting, value-aligned relationships.
  • A Roadmap for Legacy and Growth: Discover how the right advisors can help you strengthen your business today and secure its purpose-driven legacy for generations.

Avoid Costly Mistakes in Choosing the Right Advisors

Choosing the wrong advisors for your family business can cost you three to five times your initial investment. It leads to poor decisions, wasted time—for you and your team—and missed opportunities to transform your business and protect your legacy.

But how do you separate the right advisors from the wrong ones? This exclusive forum will provide the tools and strategies you need to confidently select business partners who deliver meaningful results while also respecting your unique family dynamics. It’s not just about credentials. It’s about finding advisors who align with your values and vision to propel your business forward.

Learn From Industry Experts

Meet our host and guest speaker.

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Host
Chris Yonker, CFBA

Founder, The Center for Conscious Living and Fulfillment
 
Chris Yonker is a Certified Family Business Advisor, speaker, and author who specializes in helping family enterprises navigate succession, leadership transitions, and family conflict. Known as a “Life Journey Sherpa,” Chris integrates trauma-informed leadership, Neuro-Linguistic Programming (NLP), and expertise in Organizational Health to support personal and professional transformation. His holistic approach helps families address generational patterns and create sustainable strategies for business continuity and harmony. Chris’ unique methodology as an agent for change blends heart and mindfulness, fostering lasting, profound results in both family and business dynamics.
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Guest Speaker
Jeremy Lurey, PhD

Family Advisor & Leadership Coach
 
Dr. Lurey is a talented family advisor, executive coach, and business consultant with more than 25 years of experience helping clients—from families of significant wealth to Fortune 500 corporations—achieve their strategic objectives and build sustainable futures. He specializes in leadership development, succession planning, governance, and strategic planning, guiding family offices and family businesses through critical transitions and long-term planning.A PhD in Organizational Psychology, Dr. Lurey is a US Ambassador for the Global Family Office Community and frequently speaks at industry events. Recognized as a “40 Under 40” executive, he is known for his compassionate approach, enabling clients to unlock their leadership potential and focus on what matters most.
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What Makes This Forum Different?

Insights Tailored to Your Needs
Chris and Jeremy will take a personalized, real-time approach, adapting their guidance to address your specific challenges.

Real Talk About Family Dynamics
Family businesses face complex emotional layers. This session will dive into deeper issues beyond surface-level advice, helping you identify and tackle root challenges.

Actionable Strategies You Can Trust
Leave with clear, practical steps to evaluate advisors and build partnerships that align with your goals and ensure long-term success.

The Family Business Executive Forum

The Family Business Executive Forum is a series of exclusive virtual gatherings designed specifically for family business leaders and their advisors. These forums serve as a platform to bring together the best expert advisors from around the world to share their insights on the most important topics in family business leadership. Addressing family business challenges requires a different approach. We recognize that without addressing the human dynamics within family businesses, it's nearly impossible to touch the strategic side effectively.

Confidentiality and Anonymity 

We understand that matters pertaining to family and business can be especially sensitive. Hence, we host these forums as a webinar so that no one in attendance outside of our team has access to the name of any other attendees and there is no option for attendees cameras to be seen. We will open the question box for questions at various times throughout the forum, and no one outside of our team can see or access the questions. We are committed to the privacy and confidentiality of our attendees. 

The Center for Conscious Living and Fulfillment®, 2025