For Families
Our group focuses on multigenerational planning with attention to the delicate issues that arise in families of wealth and families in business.
For Advisors
AFBG helps advisors decide how far they want to take their individual work beyond their profession’s typical scope of practice.
Our Thoughts
Gain helpful tips and answers to questions from our Current Thinking column posts by the leaders in family business consulting.


Our family business consultants work with the intersection of family relationships, business, financial and philanthropic enterprises, and personal development. As a result, we work with smaller families in the first and second generations, as well as, larger families who have been successful for multiple generations. We do not specialize in any one particular industry, or size of enterprise, because we find the issues, problems and concerns of our clients span a wide range of family business situations.

Governance is built to reflect each stakeholder’s place in a way that meshes with the reality and vision and values of your family business.
Our consultants bring strategic succession and continuity planning to your business. Instead of being reactive, we help you shift to a proactive mode.
Family Wealth
Wealth consulting includes community work and your family’s capacity to enjoy favorite activities; thus, sustaining your family business culture.
Next Generation
Your business is strengthened in direct measure to the quality of preparation of the rising generations for their roles.

The goal of our family business services
is to help families develop…

Positive and supportive relationships
Effective and profitable businesses and enterprises
Clarity of roles and relationships in management and governance
Individual development of responsibility, competence and fulfillment
Strategies to preserve the family wealth

Arizona, Hawaii, New York, Pennsylvania


Israel, Turkey

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With deep sadness, we share the news that our friend and colleague Bill Roberts died suddenly on April 7th, 2021.

William Roberts
William Roberts (February 2013)

We have just lost a great human being.  It came suddenly, though Bill Roberts was prepared.  Bill was an expert on so many important things related to family business; and, he was our guy on emergency planning.  Bill learned to place the family part, the emotional realities, front and center in his work with clients.  Of Bill it was often said, “Not only does Bill prepare assets for heirs, he takes care to prepare heirs for assets.”  Accidents happen all the time and their consequences rattle the soul.  We’re in shock but Bill prepared us enough that paths forward are already discernible.  

Just this last month, The Aspen Family Business Group gave its first online Consilience for family business consultants.  Bill put enormous effort into the presentation.  He wrote multiple drafts and as the day to present came close, Bill was fretting about how on that date he was to be on the road and was not sure he would have good internet for our Zoom.  Bill changed his schedule and flew back to his office where he knew he had good internet.  Then, after the presentation, Bill sent a note to our group asking how he did.  He did beautifully.  One of the attendees wrote, “Bill has a way of speaking that can reach any room.”   

We’re counting on that now.  His voice will continue to reach us.  We’re committed to that; we will hold Bill’s space in our hearts, in our meetings, in our work life and in our own family life.  

Thank you Bill for your generous spirit. Thank you for your clarity of thought.  Thank you, Bill, for your love of family.  Love centered you, your family and even us, your colleagues.  

Values, vision and the skills to achieve a worthy goal, you had these in full measure.  Most of all, Bill, you loved and were loved and that made you matter very much to each of us.  

We miss you, Bill.  Godspeed, friend.  

Aspen Family Business Group  
Partners: Leslie Dashew & Joe Paul 
Associates: Burak Kocer, Jonathan Magidovitch, Donnel Nunes, & Shelley Taylor