Call for Information: The first step towards receiving guidance for your family firm is to call Dr. Daniel to briefly discuss your firm's needs and the feasibility of family business advisory services. Telephone contact information

No-fee Initial Meeting: It may be possible to arrange for a brief (1 hour maximum) initial pre-consultation meeting either in Santa Barbara or, in some instances, at your home base. If your family firm decides to not pursue more in-depth services, there will be no charge for the initial meeting.

To learn more about Dr. Daniel and his approach to assisting family business owners, click on the Site Map to access the center's complete web site.

For a quick overview of the "How, What and Where" involved in family business advising, click on the Getting Help page.