Affiliate Membership

We’re excited to invite you to join our exclusive Affiliate Membership program. As a trusted advisor to family businesses, you’ll gain unparalleled access to resources, opportunities, and connections that support both you and your clients.

Our Affiliate Membership is designed for professional service providers to enhance your ability to serve family business clients effectively while positioning you as a thought leader within our vibrant ecosystem.

• Showcase Your Expertise

  Gain priority consideration to lead strategic workshops and the opportunity to contribute as an expert to the Roots & Legacies Newsletter.

• Elevate Your Impact

  Enjoy early access to sponsorship opportunities and the ability to nominate clients for the Roots & Legacies Podcast to highlight their stories and successes.

• Extend Value to Your Clients

  Invite your clients to our Quarterly Panel Discussions for insights from experienced family business leaders and to our Monthly Strategic Workshops to tackle challenges and seize new opportunities.

• Quarterly Panel Discussions
  These events provide a unique opportunity for learning, networking, and sparking meaningful conversations. Invite your clients to hear from successful family business leaders.
• Monthly Strategic Workshops
  As an affiliate, you’ll have the chance to lead sessions on topics aligned with your expertise. Support your clients’ growth by giving them access to workshops focused on key issues.
• Roots & Legacies Online Resources
  • Newsletter | Highlight your expertise and share insights through this trusted resource, distributed to 4,700+ subscribers.
  • Webinars | Extend your reach and offer valuable education to a broader audience.
  • Podcasts | Nominate your clients for a feature, connecting their stories with our engaged listeners.